When importing Custom Fields with Custom Segments into Nexonia, you first need to enable access for the Nexonia Super User Role in each Custom Segment.
Please Note: You may not have Custom Segments enabled in your NetSuite environment, in which case this part of the process should be skipped.
To enable this access:
Step 1: On your NetSuite homepage, click Customization. Then, click Custom Segments.
Step 2: Click Edit next to the applicable Custom Segment.
Step 3: Go to the Permissions tab and set the Role to Nexonia Admin.
Step 4: Set the following fields as follows:
- Default Record Access: Edit
- Default Search/Reporting Access Level: Edit
- Value Management Access Level: Full
- Record Access Level: Edit
- Search/Reporting Access Level: Edit
Step 5: Click Save to complete. The Custom Segment is now fully configured to pull into Nexonia via its associated Custom Field. If needed, repeat this process for other Custom Fields.
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