Before implementing the NetSuite Connector integration, analyze the following aspects of your Zuora and NetSuite applications. This information is necessary to properly configure the integration for your specific business requirements.
Contact Zuora Global Support to activate NetSuite Connector.
Activating NetSuite Connector adds custom fields to objects in Zuora.
NetSuite Connector supports the following editions of NetSuite:
NetSuite Connector will access each application (Zuora and NetSuite) via their web service APIs as a specifically designated user login. Your company must identify the Zuora and NetSuite user credentials to be used for the purpose of NetSuite Connector integration. This designated user must have sufficient permissions to access the records and perform the tasks necessary for the NetSuite Connector integration. We recommend creating a dedicated user with Administrator-level access (NetSuite Administrator role) which can be used for NetSuite Connector only. Creating a dedicated user for NetSuite Connector allows your company to:
If multiple users share login credentials, only one person can use the credentials to log in to the account at a single time. If another person logs in to the account, the first user will be logged out automatically.
To insure a successful NetSuite Connector implementation, select a user to be responsible for the setup and ongoing maintenance NetSuite Connector. This user is responsible for performing the following tasks:
To assist with monitoring, configure the user to receive automated alerts so that they are notified of warnings and errors on an exception basis. The ideal user for this role is typically an application administrator who is knowledgeable about the Zuora and NetSuite applications and your company's business processes and data.
Your Zuora Billing Administrator must create a new User Role with the following user permissions enabled:
|Delete Customer Account||FALSE|
|Override Transferred to Accounting||FALSE |
Only the users with this roll can override data in the Transferred to Accounting field.
After creating this user role, assign it to all users (except for the Administrator user). This will prevent unauthorized users from making changes to the NetSuite Connector settings.
With Zuora's initial launch of the NetSuite Integration, data is synchronized in one direction: from Zuora to NetSuite. By default, NetSuite Connector assumes that new customers originate in Zuora.
If you have NetSuite OneWorld edition and subsidiaries are enabled, the subsidiary values must be populated in Zuora for new customer accounts.
If you want to link Zuora Accounts to existing NetSuite customers instead of creating new records, you must identify the NetSuite Internal IDs and manually populate those in the Zuora Account as part of a migration effort. If you choose to do this, configure your integration preferences to not sync customer changes to avoid overwriting your existing NetSuite records. See Migrate Data from NetSuite to Zuora for more information about migrating existing customers.
The Item Master determines how the different charges impact the accounting. Setting up the General Ledger (GL) accounts requires a significant amount of configuration. Before performing the initial sync, determine the default income accounts and deferred revenue accounts that should be applied for each Zuora charge.
Your company must decide whether to create NetSuite Items from charges (the default setting), or use existing NetSuite items.
If you want to create NetSuite Items from charges:
If you want to use existing NetSuite items:
If you have configured multiple currencies in NetSuite, these currencies should mirror the currencies set up in Zuora. If you have not configured multiple currencies in NetSuite (only one currency is set up in NetSuite), your company should restrict the currencies in Zuora to only the currency available in NetSuite. If multi-currency is set up in Zuora but not in NetSuite, it can cause problems with transactions if a customer in Zuora is configured to use a currency that is different from the currency for that same customer in NetSuite. In that case, the numbers will not be read in the correct currency for the transactions.
Determine which application (Zuora or NetSuite) will calculate tax. If tax will be calculated in Zuora, all invoices will be synchronized to NetSuite as non-taxable to prevent NetSuite from calculating the tax again. Accounts and Items created by NetSuite Connector will be synced as taxable or nontaxable based on the NetSuite default settings.
If tax is calculated in Zuora:
If tax is calculated in NetSuite:
Zuora allows you to set a cutover date, which indicates that any transactions created prior to the specified cutover date will not be picked up in a subsequent NetSuite Connector integration. For example, if a payment was created before the cutover date, the payment will not be synchronized as part of the NetSuite Connector integration. For each type of transaction, you can specify a date before which the transaction will not be synchronized to NetSuite. For example, if you select a cutover date of May 1, 2011, transactions created on or after that date will be synchronized, but NetSuite Connector will ignore any transactions prior to that date.
This cutover date is used if you have already been using both systems and are manually replicating data in Zuora.
Before continuing with the setup process, confirm with your Zuora representative that full access to data sources has been set for your tenant. The NetSuite Integration must be able to access data sources during the integration process.