Action - Create or Update a Customer in NetSuite – RevOS Documentation & Support

Action: Create or Update a Customer in NetSuite

Overview

This action creates a new customer or updates an existing one in NetSuite.

Whether a record is created or updated depends on several conditions.

To prevent duplicate customer records, the action implements a three-level duplicate check:

Existing Customer ID

If the Customer ID field is populated with an existing NetSuite customer ID, the action will update that record instead of creating a new one.

External ID Matching

If the Customer ID field is empty but the External ID field is provided and a record with that External ID already exists, the action will also update the existing customer instead of creating a duplicate.

Previously Saved Record Reference

After a customer record has been successfully created or updated once, the action stores the resulting record ID. On subsequent operations, it reuses this ID to continue updating the same record.

Example Use Case

A common scenario for using this action is to synchronize HubSpot companies with NetSuite customers.

In your HubSpot account, you might have a special field that stores the corresponding NetSuite Customer ID.

During synchronization, you may need to update the Company Name and Email fields in NetSuite whenever they change in HubSpot.

Here’s how to set it up:

In your data table, make sure you have the following columns:

HubSpot Company ID

NetSuite Customer ID

Company Name

Email

Add a new Action by clicking the + button (as you would when adding a new column).

Choose Action → Create or Update a Customer in NetSuite.

In the action configuration:

In the Id field, select the column containing the NetSuite Customer ID.

Click Add field and choose External ID — map it to your HubSpot Company ID column.

Then add the fields you want to synchronize, such as Company Name and Email, mapping them to the corresponding columns.

Once all fields are mapped correctly, click Add Action to save and enable the integration.

Requirements

To use this action, make sure your NetSuite integration is properly connected and authorized.

The action requires valid API credentials and appropriate permissions to create or update customer records in your NetSuite account.

Summary

This action helps keep your customer data synchronized between HubSpot and NetSuite, ensuring that company details such as name and email remain consistent across both systems.

With proper configuration, it eliminates duplicates and maintains accurate, up-to-date customer information.