Configure - Customer Flow

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Customer Flow Preface

Moving forward, we're about to explore a carefully built system that helps us bring customer information from NetSuite to Snowflake, our data hub. This system does two main things: First, it creates a new record for a customer if we don't have any information about them yet. Second, if we get new details about a customer we already know, the system adds these new facts to their existing record.

This process is like building a puzzle with two kinds of pieces. If we don't have a piece for a customer, we make a new one. And if we get a new piece of information about a customer we know, we fit it right into their puzzle. In the following parts, we'll look closer at how this system works, how it connects NetSuite and Snowflake, and how it helps us keep our customer information complete and up-to-date. This journey into understanding our system highlights our focus on accuracy, creativity, and making sure we have the best picture of our customers.


Let us understand the process of its functionality with a step by step guide.       

Step 1 (As shown in image)

  • [Get NetSuite Customer Details] - This tile will process to extract the customers with all the required back-end data with the help of a NetSuite Saved Search.

Step 2 (As shown in image)


  • [Create customer table] - This tile will function to either create the Customer table or update the details of the table in snowflake with the help of an SQL Query.


  • With the help of handlebar editor icon, The SQL Editor will appear on screen to make the amendments as per the individual requirements.
  • Once you open the editor, which will look like this (As shown in below image) :


  • On the left hand side of the window Image 1 is the area where the SQL Query must be edited. Follow these mandatory rules to make the flow work for you.
  • In the red-marked (image 1) area you must replace that value with the table name in your current Snowflake schema.


  • These red-marked (image 2) are the main cell values in the table, Which has to be updated as per your individual requirements.
  • Every cell value must be added between “( );” and after every cell value name it is mandatory to add “varchar(256)”. (Remove the one not required)
  • Note: If a cell value name is more than one word (e.g. Company Revenue) Then these two or multiple words must be added inside double quotation (" ").


Step 3 (As shown in image)

  • [Create new customer] - This tile plays a prominent role in importing the customers from NetSuite to Snowflake with the help of an SQL Query.
  • Click on the red-marked icon to open the SQL Editor.



  • The SQL Editor will appear on the screen and the left hand-side red-marked area is the main area to edit the SQL Query and make the flow work in accordance to your requirements.


  • Now let us understand (Image 3), What needs  to be updated in regards to making the flow work in accordance with your requirements. 


  • In the image (Image 3) at Red-marked  value must be replaced with the table name with your Snowflake database Schema.


  • Every cell value must be added between “( );” and inside “{{record.}}” after the dot is where you must add the corresponding field value name then separate it by comma to add another value. If a value has to be hardcoded to true or false then just write a blank “T” for true & “F” for false. (Remove the one not required)

Step 4 (As shown in image)

  • [Update existing customer] - This tile will be responsible for writing back the customer exported confirmation into Snowflake, Which will be helpful in not creating a duplicate customer on the next data process.
  • It works with the in-built Celigo feature which just works in action to provide back “Update” the defined Mapping fields in the Snowflake. 

  • Click on the red-marked (shown below) to open the Mapping Editor channel.


  • Once clicked the above Mapping Icon, It will look like this (shown below)


  • The above given image displays the placement of mappings. Left hand side is the source which is sourced from NetSuite in this case. The value must be hard coded here which will be a write-back value into Snowflake


  • Right hand side is the source which is sourced from Snowflake in this case. The value must be added for the field name, Here which will be a write-back value placeholder into Snowflake.



Following these 4 steps will make your flow completely configurable in respect to your requirements and effectively automate the business data process.