Once you are done with the basic configuration settings in NetSuite, you can proceed to download customers in Unify Desktop from NetSuite.
Note: Ensure that you are already logged in to your NetSuite account.
To download customers in NetSuite
1. Login to Unify Desktop.
2. From the Customers menu, click My Customers.
Note: If you do not have any customers downloaded from the online store, you get an alert message prompting you to download the customers. Click OK in this message. to direct you to the Customers screen.
3. In the Customers screen:
a. Click Get Customers.
Wait for the customer data to get downloaded from NetSuite. This way you can build an up to date list of customers in NetSuite as well as in online store.