Syncing NetSuite Companies to Zendesk Organizations

One of our loyal subscribers asked for assistance on how to sync NetSuite Companies to Zendesk Organization.

See below the conversation between our CTO and the subscriber.

Subscriber:

NetSuite companies that have the same name (like Allcare Pharmacy) are synced as one organization in ZenDesk.

Note there are 4 Allcare Pharmacy and one AllCare Pharmacy (with uppercase C) in NetSuite.

Note that Allcare Pharmacy has 4 contacts, these are the 4 contacts for the 4 NetSuite companies synced to one ZenDesk Organization.

 

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Cazoomi:

For organization sync currently, we sync by company name. The problem is company name in NetSuite is not unique (the customer id is unique).

Note: To fix it you may need to make the company name in NetSuite to be named differently.- (This option can be used IF you have the permissions to edit the company name in NetSuite)

Or do you want to use Customer ID (like 106127 AllCare Pharmacy) instead of name to be used as organization name in Zendesk?

Subscriber:

Customer ID (like 106127 AllCare Pharmacy) would work perfectly, thank you.  I was trying to figure out how to do that.

The problem with the company name is that is the name the company owners give it, not us.  We can't go changing their company names.

Cazoomi:

There’s an option to sync NetSuite customer Entity ID as ZD organization name.

To use NetSuite EntityID instead of company name you need to map "EntityID" to "Organization: Name".

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We have also enabled expression mapping feature(Please let our support folks know so that they may enable this feature) that can be used for combining field, in your case EntityID and company name. Please map the following expression to Organization name (see screenshot).

record.EntityID + ' ' + record.CompanyName

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