Configure accounts mappings

You want to setup a list of accounts to pick from for Income and Expense accounts. This will let you specify a default Income and expense account when creating new items (for each item type).

To setup a list of accounts to pick from in NetSuite, create a new property mapping for income account and a new mapping for expense account (make sure to create additional mapping pairs for each item type you need). This will work for any NetSuite field of type account.

Account Property Mapping Settings

Setting	Value
Primary accessor	(unmapped) or mapped to a Primary Source accessor if you have one
Secondary accessor	One of: assemblyitem.incomeAccount inventoryitem.incomeAccount noninventoryresaleitem.incomeAccount noninventoryresaleitem.expenseAccount etc
Update Primary on Submit	unchecked
Update NetSuite on Submit	checked
Object Value Selector	id
List Name	account
List Value Selector *	"id": "{id}", "displayName": "{acctNumber} - {acctName}"
Rendering Type	Advanced List
List Display Selector	displayName
List Value Selector	id
List Items	see below **
Prefer NetSuite value	checked

* A list value selector is a string that selects token values (text items wrapped in curly braces) from the returned JSON object. In our example above, when specifying the list name of account, the object returned for each list may look something like this:

{
  "links": [
    {
      "rel": "self",
      "href": "https://[customerId].suitetalk.api.netsuite.com/services/rest/record/v1/account/677"
    }
  ],
  "accountContextSearch": {
    "links": [
      {
        "rel": "self",
        "href": "https://[customerId].suitetalk.api.netsuite.com/services/rest/record/v1/account/677/accountContextSearch"
      }
    ]
  },
  "acctName": "Beginning Equity AP",
  "acctNumber": "5305",
  "acctType": {
    "id": "Equity",
    "refName": "Equity"
  },
  "balance": 0.0,
  "eliminate": false,
  "id": "677",
  "inventory": false,
  "isInactive": false,
  "isSummary": false,
  "lastModifiedDate": "2024-05-06T14:55:00Z",
  "localizations": {
    "links": [
      {
        "rel": "self",
        "href": "https://[customerId].suitetalk.api.netsuite.com/services/rest/record/v1/account/677/localizations"
      }
    ]
  },
  "parent": {
    "links": [
      {
        "rel": "self",
        "href": "https://[customerId].suitetalk.api.netsuite.com/services/rest/record/v1/account/188"
      }
    ],
    "id": "188",
    "refName": "5800 Amanda L. Perry"
  },
  "revalue": false,
  "subsidiary": {
    "links": [
      {
        "rel": "self",
        "href": "https://[customerId].suitetalk.api.netsuite.com/services/rest/record/v1/account/677/subsidiary"
      }
    ]
  }
}

** The list items will depend on the values returned in the List Valuessection after saving the property mapping the first time or clicking the refresh button and will look like this:

"id": "123", "displayName": "100000 - Cash & Equivalents"|"id": "124", "displayName": "100100 - Checking"|"id": "125", "displayName": "100200 - Savings"|"id": "126", "displayName": "100300 - Investments"|"id": "127", "displayName": "100400 - Petty Cash"|"id": "128", "displayName": "100900 - Other"

The list values returned needs to be formatted. You can use Chat GPT with this prompt:

Convert the following string into a JSON array with "id" and "displayName" key value pair objects. The keys must be strings

Once done, it will produce a Json array (see below sample) which can be pasted in the List Itemsfield in the Property Mapping settings.

[
  {"id": "123", "displayName": "100000 - Cash & Equivalents"},
  {"id": "124", "displayName": "100100 - Checking"},
  {"id": "125", "displayName": "100200 - Savings"},
  {"id": "126", "displayName": "100300 - Investments"},
  {"id": "127", "displayName": "100400 - Petty Cash"},
  {"id": "128", "displayName": "100900 - Other"}
]

Take note: Ids should be unique in the list and there should not be a trailing comma after the last object { }in the list above.

It is desirable to prefer the values for accounts from NetSuite over that of your CAD system since CAD file may not even include this information.

Make sure to set the checkbox Prefer NetSuite value in the property Mapping settings

Account Property Mapping Rules

Given this input, create the following rules:

• A Set Empty Cells import rule for your Primary/CAD source with the default id of the account, for example:

125

• A Text not empty rule. This will prevent errors when submitting the BOM