Cannot create mapping to Status field in Netsuite

[davidho]

Hello,

I would like to create a mapping between the Lifecycle Stage field in Hubspot and the Status field in Netsuite for my companies, but the Status field doesn't show up in the list when I try to create a mapping. Does anyone have any experience with this?

[WinnieHien]

Hi David, we now support NetSuite Status in the integration for the Contact (Individual Customer) sync and Company (Company Customer) sync. 

 

This is brand new as of this month! 

Here's a 5 minute loom on how to set-up NetSuite Status sync in HubSpot.  

[PSatterly · Accepted solution]

Hello! Yes, we use this integration, and I found a workaround for the Lifecycle stage! It's a bit complicated, but it does work. 

So first, I edited all of the Lifecycle statuses in Hubspot to match the same names we use in Netsuite. (Ex. PROSPECT-Qualified Prospect and so on). You can edit the names of the Lifecycle stages in Hubspot, adding however many that are needed.

Next, I created a custom single-line text mapping from the Lifecycle stage in Netsuite to Hubspot and named it "LS Stage (NS)". We only use this on the Company (Customer in NS), so I only mapped on the Company sync.

I then created a Company based workflow for each Lifecycle Stage to map the single-line text to the radio select in Hubspot. Here are the different workflows mapping each of the Lifecycle statuses:  

Here is a breakdown of one of the workflows. I basically created one workflow and then copied the rest, updating to the next status: 

The thing to note is that we use this on the Company (Customer) level only in Netsuite. So for us, we rely on the native setting "Copy Lifecycle status to Customer" to update the contacts based on the customer stage. This only works in one direction, so if you ever change your customers from the stage Customer back to a Prospect at any point in Netsuite, you will have to create a reverse workflow to change it back in Hubspot. It wasn't a difficult workflow to set up, but since it is something we frequently do, it was necessary for us.

Happy to answer any other questions you may have! This took a lot of troubleshooting to get here, but it does work perfectly for us now. 

[davidho]

Thank you for the detailed answer, but in our company Hubspot is the source of truth, so therefore the lifecycle stage should migrate from Hubspot to Netsuite, not the other way around.

[BrightCap]

I would create a custom field in NetSuite, map it to that, and update the status from that field via a workflow in NetSuite.

[BérangèreL]

Hi @davidho,

Thank you for reaching out to the Community!

I understand that you are using this integration "NetSuite", right?

Let's see if we can get some of our community members to share their experiences.

Hi @PSatterly, @DinithiAbeysiri and @BrightCap, do you have any insights on this to help @davidho, please?

Thank you and have a great day!

Best,
Bérangère