> For the complete documentation index, see [llms.txt](https://doc.wearepatchworks.com/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.wearepatchworks.com/product-documentation/blueprints/patchworks-blueprints/shopify-and-netsuite/installation-guide-shopify-and-netsuite/stage-1-patchworks-setup-shopify-and-netsuite.md).

# Stage 1: Patchworks setup (Shopify & NetSuite)

## Introduction

This page details setup required in Patchworks prior to running any installed process flows. 

## Cross-reference lookups

The following cross-reference lookups must be updated before running any process flows:

* [Shopify location > NetSuite location ID](#shopify-location-greater-than-netsuite-location-id)
* [Shopify variants > Netsuite internal ID](#shopify-variants-greater-than-netsuite-internal-id)
* [Net terms to payment terms template](#net-terms-to-payment-terms-template)

### Shopify location > NetSuite location ID

This cross-reference lookup table maps Shopify location names to NetSuite location IDs. It's used in the following process flows:

* [Shopify > NetSuite - sync locations ](/product-documentation/blueprints/patchworks-blueprints/shopify-and-netsuite/available-process-flows-shopify-and-netsuite/shopify-greater-than-netsuite-sync-locations.md)
* [Shopify > NetSuite - sales order creation](/product-documentation/blueprints/patchworks-blueprints/shopify-and-netsuite/available-process-flows-shopify-and-netsuite/shopify-greater-than-netsuite-sales-order-creation.md)

#### Action required

{% stepper %}
{% step %}
**Retrieve a list of your location IDs from NetSuite**

You can do this via the NetSuite UI - `lists` ➤ `accounting` ➤ `locations`.
{% endstep %}

{% step %}
**Retrieve a list of your location names from Shopify**

You can do this via the Shopify UI -  `settings` ➤ `locations` .
{% endstep %}

{% step %}
**Edit the `Shopify location > NetSuite location ID` cross-reference lookup in Patchworks**

From the Patchworks dashboard, select `process flows` ➤ `cross-reference lookups` from the left-hand navigation menu, then edit the `Shopify location > NetSuite location ID` cross-reference lookup table.

Replace placeholder values with your locations:

<table><thead><tr><th width="163.14453125">Left/right</th><th>Required value</th></tr></thead><tbody><tr><td>Left</td><td>Shopify location name</td></tr><tr><td>Right</td><td>NetSuite location ID</td></tr></tbody></table>

For example:

<div align="left"><figure><img src="/files/kBI7ANbd82gh8LsNyEvd" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

### Shopify variants > Netsuite internal ID

This cross-reference lookup table maps Shopify product `size` values to the corresponding `internal ID`  associated with NetSuite's `matrixoptioncustitem1` field (in NetSuite, each size variant will have its own `internal ID`). It's used in the following process flows:

* [Shopify > NetSuite - create & update products](/product-documentation/blueprints/patchworks-blueprints/shopify-and-netsuite/available-process-flows-shopify-and-netsuite/shopify-greater-than-netsuite-create-and-update-products.md)

{% hint style="info" %}
This blueprint is designed for syncing items where the `matrixoptioncustitem1` matrix option in NetSuite is used for size. If you require additional variations, additional flow development is required. In this event, please [contact the Patchworks support team](/product-documentation/raising-a-support-ticket.md) for advice.&#x20;
{% endhint %}

#### Action required

{% stepper %}
{% step %}
**Retrieve a list of internal IDs from NetSuite**

In NetSuite, retrieve a list of internal IDs for options associated with the `matrixoptioncustitem1` attribute.&#x20;
{% endstep %}

{% step %}
**Edit the `Shopify variants > Netsuite internal ID` cross-reference lookup in Patchworks**

From the Patchworks dashboard, select `process flows` ➤ `cross-reference lookups` from the left-hand navigation menu, then edit the `Shopify variants > Netsuite internal ID` cross-reference lookup table.

Replace placeholder values with your options:

<table><thead><tr><th width="163.14453125">Left/right</th><th>Required value</th></tr></thead><tbody><tr><td>Left</td><td>Shopify size</td></tr><tr><td>Right</td><td>NetSuite internal ID for the corresponding <code>matrixoptioncustitem1</code> option.</td></tr></tbody></table>

For example:

<div align="left"><figure><img src="/files/aMUeefscwc7Q2PE5QFUK" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

### Net terms to payment terms template

This cross-reference lookup table maps NetSuite term values to Shopify template IDs. It's used in the following process flows:

* [NetSuite > Shopify - create/update companies, contacts & payment terms](/product-documentation/blueprints/patchworks-blueprints/shopify-and-netsuite/available-process-flows-shopify-and-netsuite/netsuite-greater-than-shopify-create-update-companies-contacts-and-payment-terms.md)

#### Action required

{% stepper %}
{% step %}
**Retrieve a list of your terms from NetSuite**

You can do this via the `financial` section for a customer - for example:

<figure><img src="/files/AZw7fp3dR5SNYHMNg9VX" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Retrieve a list of GIDs for Shopify payment terms templates**&#x20;

You can do this by running the [Get all Payment terms for mapping](/product-documentation/blueprints/patchworks-blueprints/shopify-and-netsuite/available-process-flows-shopify-and-netsuite/netsuite-greater-than-shopify-create-update-companies-contacts-and-payment-terms/get-all-payment-terms-for-mapping.md) process flow and then reviewing the final payload.
{% endstep %}

{% step %}
**Edit the `Net terms to payment terms` template cross-reference lookup in Patchworks**

From the Patchworks dashboard, select `process flows` ➤ `cross-reference lookups` from the left-hand navigation menu, then edit the `Net terms to payment terms template` cross-reference lookup table.

Replace placeholder values with your locations:

<table><thead><tr><th width="163.14453125">Left/right</th><th>Required value</th></tr></thead><tbody><tr><td>Left</td><td>NetSuite term</td></tr><tr><td>Right</td><td>Shopify GID</td></tr></tbody></table>

For example:

<div align="left"><figure><img src="/files/tbp54EUioOvbM8tOmVr2" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}


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