Distinguish Orders from Handshake to Import to NetSuite

NetSuite to Handshake integration by SyncApps supports:

  • Automated syncing of Handshake records to NetSuite from a subscriber’s Sales representative’s mobile device or B2B eCommerce portal

  • Sync orders, inventory levels, items and pricing from Handshake to NetSuite.

  • Sync customer information bi-directionally between Handshake and NetSuite.

  • Map NetSuite custom fields and saved searches with Handshake.

How about wanting to add order status on imports from Handshake to NetSuite? Like, choosing the NetSuite Order status in the sync Profile for how they would be imported?

This is the use case of one SyncApps subscriber which have some workflows in place that import all Handshake orders as Pending Fulfillment. However, the said customer wants those orders to be imported as pending approval yet unwilling to change/remove its current workflows.

To make it clearer, the subscriber wants to distinguish a NetSuite status such as Pending Approval, Pending Fulfillment, etc for all orders to be synced. Know that by default, orders imports as pending approval. But regarding the concern, orders that are under the selected NetSuite status, in this case pending approval, is what the subscribers wanted which is currently being imported under pending fulfillment due to the custom workflows.

As a solution for this, writing a workflow inside of NetSuite that set order status on creation. To determine whether the order comes from Handshake or from other web services utility that synced to NetSuite, you have to create a custom field. For example, “Created Form”. In SyncApps mapping, you can populate that custom field with static text “Handshake”.

In a workflow, the user can easily create logic below:
IF Created From == "Handshake" THEN Set OrderStatus to "Pending Approval" ELSE Set OrderStatus to "Pending Fulfilment"

source: https://www.handshake.com/integration/netsuite

We hope that this has helped you a lot.  But if ever you have questions, don't hesitate to drop us an email at support@cazoomi.com.

Have more questions? Submit a request