Mapping Your Orders

FarApp Provides a “Mapping” page that allows you to customize how your data is mapped from a channel to NetSuite. Here are instructions for getting to the “Mapping” page, creating/editing a mapping for an order, creating/editing a mapping for a line item, and creating/editing a mapping for a customer .

IMPORTANT NOTE: Do not use this mapping page to setup mappings to the fields you have set as you storefront field or your storefront order field. If you do this then you will start seeing duplicate orders in NetSuite

Getting to the “Mapping” Page

To get to the mapping page follow these steps:

  1. In any page in app.farapp.com click the gear icon in the top right corner and click “Settings”
  2. Click “Order Settings” on the menu bar that appears on the left

You should now be at the mapping page. Here you can setup a mapping for an order, a line item in an order, or the customer of an order by following the instructions detailed below. First we will cover how to add a new mapping, and then we will go over how to determine what type of mapping you want to use and enter data for that specific mapping type.

Adding a New Mapping

To add a new mapping first determine if you need an “Order Mapping” (general order details), “Order Line Mapping” (order item details), or “Customer Mapping”, and select the appropriate tab at the top of the page. If you have multiple channels/accounts, make sure you have selected those from their respective drop downs as well.

At the bottom of the page click “Add Mapping Row” and you should see a popup where you select the NetSuite field you wish to map to. If you are attempting to map to a custom field, select “Custom Field” from the top of the top of the drop down list and you will be asked to enter the field ID of the custom field (if you are not sure how to find the field id for a NetSuite field, here is a guide to help you https://support.farapp.com/hc/en-us/articles/216635418-NetSuite-Internal-IDs-and-Field-IDs). If you are not using a custom field then you can simply select the standard NetSuite field you wish to use.

Once your field is selected click “Add Mapping” and the mapping will appear at the bottom of the page. Now that you have the mapping added you will need to decide what type of mapping you wish to do. The following section goes over each type of mapping you can encounter and how to use them.

Types of Mappings

Fixed

Fixed mappings allow you to set a constant value to a field. This field we be added to the NetSuite order exactly the way you type it into the mapping. For example, if you want the memo field to always say “FarApp Order” then you would add a mapping for the memo field using the instructions in the last section, select “Fixed” for Mapping Type, and then Type “FarApp Order” (without the quotes) into the text box under the “Value” column. Once you are done, click “Save” and the mapping will be added

Order Header Mapping

Order Header Mappings allow you to take the standard fields coming FarApp imports to orders and post them to your NetSuite Order. As an example, if you want to map the memo field in NetSuite so that it imports the order date, then you would add the mapping for the memo field, select “Order Header Mapping” for Mapping Type, then from the Drop down select “Order Date”, and finally click “Save”

Order Header Mapping with Translation

Order Header Mapping with Translation takes Order Header Mapping one step further by allowing you to specify the value to post to NetSuite based on the value for a field coming in from your channel. A good way to think of these mappings is “If (Field from channel) equals (specific value) then send (another specific value) to NetSuite”. A good example to help you wrap your head around this is if you wanted to map the Memo field based on the billing state. You would add the mapping for the memo field, select “Order Header Mapping with Translation” as the type, and select “Billing State” from the Drop Down under “Value”. You should notice that the drop down will change to a link that says “Billing State – Click to View/Edit”, click the link and a window will pop up that says “Billing State” to “Memo” Mapping. Now you will want to click “Add Row” on this screen. Now that we have a row, if we put “CA” under “Value” and “Order Billed to California” under “NetSuite” (without the quotes) we have completed the mapping. Going back to the sentence structure earlier this mapping says “If Billing State equals CA then send Order Billed to California to NetSuite”.

Order Line Mapping

Order Line Mappings work the same way as Order Header Mappings, but they use the fields from the line items of an order instead of the header fields of an order. This mapping is restricted to “Order Line”. As an example, say you wanted to map the Item ID to the Tax Code. Add the mapping for the tax code using the instructions in the previous section, select “Order Line Mapping” under the “Mapping Type” column, select “Item ID” from the drop down that appears under the “Value” coulmn, and finally click “Save”. Now the item ID for your items will map to the tax code for that item.

Creating and Editing an Order Mapping

Order mappings are used for fields that apply to the overall order. An example of a field like this is the Memo field you see on orders in NetSuite. To map order fields, follow these steps:

  1. Make sure the “Order Mapping” tab is selected.
  2. If you have multiple channels/accounts make sure the proper channel and account is selected in the blue menu bar as well. 
  3. You should now see all the mappings for your channel/account. If you see any mappings marked “Read Only” those are default mappings that FarApp sets up for you.
  4. To add a mapping to this list click “Add Mapping Row” at the bottom of the screen. This will bring up a window of the NetSuite order header fields to choose from.
  5. Select the order header field from the drop down list. If you are using a custom field, select “Custom Field” and then enter the field id of the field you want to use, the id should start with custbody. If you do not know how to get the field id of a field in NetSuite follow the instructions here: https://support.farapp.com/hc/en-us/articles/216635418-NetSuite-Internal-IDs-and-Field-IDs
  6. Once you’ve selected your field click “Add Mapping” and then click the close button on the popup screen
  7. Your new mapping should show up at the bottom of the mapping list. Now you’ll want to select the “Mapping Type”. The types to choose from are:
    1. Fixed: set a constant value in the “Value” field that will always post to NetSuite
    2. Order Header Mapping: Select from the fields FarApp has pulled in on an order
    3. Order Header Mapping with Translation: Behaves like an if then clause for the value you select. Once you select which field to base the translation off of, click the “Click to view/edit” link that appears. In this screen you’ll want to click “Add Row” for each possible value the field you’ve selected could have. For example: if you use Location ID, place 1 in the value column of the first row and 3 in the value column of the second row, then whenever the Location ID shows up as 1, FarApp will post 3 to the NetSuite field you’ve selected to map to.
  8. Once you have selected your “Mapping Type” select your  “Mapping Value”. Please see the previous step about “Mapping Type” to help you figure out what the value should be
  9. Click “Save” your new mapping should now show up in all future orders under the channel/account you specified

 

Creating and Editing an Order Line Mapping

Order Line mappings are used to for fields that are specific to the items in an order and will be applied to all line items in an order. To map order line fields, follow these steps:

  1. Make sure the “Order Line Mapping” tab is selected.
  2. If you have multiple channels/accounts make sure the proper channel and account is selected in the blue menu bar as well.
  3. You should now see all the mappings for your channel/account. If you see any mappings marked “Read Only” those are default mappings that FarApp sets up for you.
  4. To add a mapping to this list click “Add Mapping Row” at the bottom of the screen. This will bring up a window of the NetSuite order header fields to choose from.
  5. Select the order header field from the drop down list. If you are using a custom field, select “Custom Field” and then enter the field id of the field you want to use, the id should start with custline. If you do not know how to get the field id of a field in NetSuite follow the instructions here: https://support.farapp.com/hc/en-us/articles/216635418-NetSuite-Internal-IDs-and-Field-IDs
  6. Once you’ve selected your field click “Add Mapping” and then click the close button on the popup screen
  7. Your new mapping should show up at the bottom of the mapping list. Now you’ll want to select the “Mapping Type”. The types to choose from are:
    1. Fixed: set a constant value in the “Value” field that will always post to NetSuite
    2. Order Header Mapping: Select from the fields FarApp has pulled in on an order
    3. Order Header Mapping with Translation: Behaves like an if then clause for the value you select. Once you select which field to base the translation off of, click the “Click to view/edit” link that appears. In this screen you’ll want to click “Add Row” for each possible value the field you’ve selected could have. For example: if you use Location ID, place 1 in the value column of the first row and 3 in the value column of the second row, then whenever the Location ID shows up as 1, FarApp will post 3 to the NetSuite field you’ve selected to map to.
    4. Order Line Mapping: Select from the fields FarApp has pulled in on the order line item
  8. Once you have selected your “Mapping Type” select your  “Mapping Value”. Please see the previous step about “Mapping Type” to help you figure out what the value should be
  9. Click “Save” your new mapping should now show up in all future orders under the channel/account you specified

 

Creating and Editing a Customer Mapping

Customer Mappings are used to for fields that apply to the customer of an order. To map customer fields, follow these steps:

  1. Make sure the "Customer Mapping" tab is selected.
  2. If you have multiple channels/accounts make sure the proper channel and account is selected in the blue menu bar as well.
  3. You should now see all the mappings for your channel/account. If you see any mappings marked “Read Only” those are default mappings that FarApp sets up for you.
  4. To add a mapping to this list click “Add Mapping Row” at the bottom of the screen. This will bring up a window of the NetSuite order header fields to choose from.
  5. Select the order header field from the drop down list. If you are using a custom field, select “Custom Field” and then enter the field id of the field you want to use, the id should start with custentity. If you do not know how to get the field id of a field in NetSuite follow the instructions here: https://support.farapp.com/hc/en-us/articles/216635418-NetSuite-Internal-IDs-and-Field-IDs
  6. Once you’ve selected your field click “Add Mapping” and then click the close button on the popup screen
  7. Your new mapping should show up at the bottom of the mapping list. Now you’ll want to select the “Mapping Type”. The types to choose from are:
    1. Fixed: set a constant value in the “Value” field that will always post to NetSuite
    2. Order Header Mapping: Select from the fields FarApp has pulled in on an order
    3. Order Header Mapping with Translation: Behaves like an if then clause for the value you select. Once you select which field to base the translation off of, click the “Click to view/edit” link that appears. In this screen you’ll want to click “Add Row” for each possible value the field you’ve selected could have. For example: if you use Location ID, place 1 in the value column of the first row and 3 in the value column of the second row, then whenever the Location ID shows up as 1, FarApp will post 3 to the NetSuite field you’ve selected to map to.
  8. Once you have selected your “Mapping Type” select your  “Mapping Value”. Please see the previous step about “Mapping Type” to help you figure out what the value should be
  9. Click “Save” your new mapping should now show up in all future orders under the channel/account you specified

 

Testing a New Mapping

Once you have created your new mapping you will want to test that it works. If your account is live and has orders coming in, you can test the account by updating that order. If your account is not live or you do not have any orders you can retrieve an order to post. Both processes are detailed below

Updating an Existing order

If you have an existing order in FarApp that you want to update in Netsuite follow these steps (NOTICE: You will not want to run this on orders marked complete as it will change their status back to pendingApproval or pendingFulfillment):

  1. From any page in app.farapp.com click “Orders” from the menu at the top of the page
  2. If you have multiple channels/accounts, make sure the correct channel and account are selected
  3. Search for your order in the list or type the order id into the search box provided
  4. Click the pencil and paper icon to the right of the order and click “Update Order in NetSuite”

Retrieve a New Order

If you do not have any orders in FarApp that you want to update in NetSuite then you can explicitly retrieve an order from your channel. Please note that any order that is already in FarApp cannot be Retrieved explicitly. Follow these steps to retrieve a new order:

  1. From any page in app.farapp.com click “Orders” from the menu at the top of the page
  2. Click the gear icon in the blue menu bar on the orders page (Not the gear icon in the top right corner)
  3. Click “Retrieve Order”
  4. Select the proper channel and account on the screen that appears and enter the id of the order you wish to retrieve
  5. Click “Retrieve”

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