​​How to export a new customer?
​​This document shows how to update user accounts in NetSuite

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​Export to Magento

​​If the lead exist in NetSuite but hasn't created an account you can follow this procedure:
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  • ​​Open Lead in NetSuite and click Edit and find the tab Magento.
  • ​​Select a Magento Customer Website (optional). What's this?
  • ​​Make sure Magento Customer ID is empty. (if value is not empty the user already has an account)
  • ​​Select a temporary Magento Password (best to use a password generator).
  • ​​Click Save.
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  • ​​After the information has been saved, click Edit again.
  • ​​Check Export Customer to Magento.
  • ​​Click Save.
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​Check for Problems

​​Tip: You can test the password yourself in the B2B Portal to test if it worked as expected.
​​Tip: You can also go to System > Celigo Integration Log to check whether there were any errors during the export script.
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​​If for some reason, the export script fails, you can access Magento to review if the user was successfully exported. If you need help, please, contact our Web Development team by sending and email to web@maddesigngroup.com.
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​Magento Credentials
​​User: us.sales
​​Pass: EMqdb4NDancA
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  • ​​Connect with your credentials.
  • ​​On the menu, select Customers > Manage Customers.
  • ​​Locate the customer you want to check (you can use the filter or search for the email).
  • ​​On the sidebar, click Account Information.
  • ​​Check if the group has the right option selected.
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​Send Email with Password

​​After exporting the account you're gonna have to communicate the customer. You can do that over the phone or use one of the templates that we have in NetSuite. 
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​​The template populates the information the user will need.
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  • ​​Open Customer in NetSuite.
  • ​​On tab Communication click Email to create a new message.
  • ​​Pick the template MAD-ESF Account: New Account.
  • ​​The template will populate the user's information, including the password.
  • ​​You can use the Preview link to check if everything is working.
  • ​​Click Merge & Send.
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​FAQ's

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​How to check if the export was successful?
​​If you're exporting a new customer, it's recommended you test the email and password are working. Just head to our B2B Portal and try to login with the credentials you just created.
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​Does the system sends and automatic message when a new account is exported?
​​No, whoever is exporting the account, should also be responsible for sharing the access details with the customer. A template in NetSuite will streamline the process.
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​Is it possible to export multiple users at the same time?
​​No, that's not possible yet. A sales representative needs to export the information from NetSuite or Magento.
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​Known Issues

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​NetSuite Prospect
​​Exporting from NetSuite won't work if the user has a “PROSPECT” status in NetSuite. In that case, the user can be exported from Magento.
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​Existing Magento Customer
​​If the user's email is a customer in Magento, the export won't work. In that case, the field Magento User ID needs to be linked to the ID in Magento.
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