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Knowledge Center > Integrations > NetSuite Connector > Installing NetSuite Connector > Configure NetSuite Forms

Configure NetSuite Forms

Overview

Zuora forms included in the NetSuite integration bundle include all of the fields required for the sync. If you want to use existing custom forms, you must make sure that the following fields are displayed on your preferred form. 

These lists include standard and custom fields, by NetSuite Object, that must be set to be displayed on the preferred custom forms that you want to use.

Field Requirements and Availability

These fields are required, except where noted otherwise.

Some fields are not available in certain NetSuite editions or require that you enable additional NetSuite features, and some fields are only required with certain Integrations Manager configurations.

Inventory and Non-inventory Part Record Type

Field Description Default Tab Standard or Custom Field Notes
Item Name/Number Main Standard  
Display Name Main Standard  
Subitem Of Main Standard  
Inactive Main Standard  
Department Main Standard Display this field if Default Department is configured in the Integrations Manager.
Class Main Standard Display this field if Default Class is configured in the Integrations Manager.
Location Main Standard Display this field if Default Location is configured in the Integrations Manager.
Sales Description Basic Standard  
Income Account Basic Standard  
Tax Schedule Basic Standard Display this field if Advanced Taxes are enabled in NetSuite.
Rate Pricing Standard Display this field if multiple currencies, multiple prices, and quantity pricing are disabled in NetSuite.
Pricing Group Pricing Standard Display this field if multiple currencies, multiple prices, or quantity pricing are disabled in NetSuite.
Deferred Revenue Account Rev Rec / Amort Standard Display this field if revenue recognition is enabled in NetSuite.
Revenue Recognition Template Rev Rec / Amort Standard Display this field if revenue recognition is enabled in NetSuite.
Zuora Product Name Zuora Sync Details Custom  
Zuora Product Rate Plan Name Zuora Sync Details Custom  
Zuora Product Rate Plan Charge Name Zuora Sync Details Custom  
Zuora Type Zuora Sync Details Custom  
Zuora Billing Period Zuora Sync Details Custom  
Zuora Charge Type Zuora Sync Details Custom  
Zuora Charge Model Zuora Sync Details Custom  
Zuora Taxable Zuora Sync Details Custom  
Zuora Tax Code Zuora Sync Details Custom  
Zuora Sync Date Zuora Sync Details Custom  
Zuora Created Date Zuora Sync Details Custom  
Zuora ID Zuora Sync Details Custom  

Customer Record Type

Field Description Default Tab Standard or Custom Field Notes
Name/ID Main Standard  
Type Main Standard  
Name/ID Main Standard  
Company Name Main Standard  
Status Main Standard  
Parent Main Standard  
Phone Main Standard  
Fax Main Standard  
Email Main Standard  
Inactive Main Standard  
Subsidiary Main Standard Display this field if you are using NetSuite One World edition
Comments Info Standard  
Address Book List fields Address Standard  
Terms Financial Standard  
Currency Financial Standard  
Zuora Send To Zuora Zuora Account Custom  
Zuora Batch Zuora Account Custom  
Zuora Bill Cycle Day Zuora Account Custom  
Zuora Payment Term Zuora Account Custom  
Zuora Default Payment Method Zuora Sync Details Custom  
Zuora Auto Pay Zuora Sync Details Custom  
Zuora CRM ID Zuora Sync Details Custom  
Zuora Sales Rep Zuora Sync Details Custom  
Zuora Customer Service Rep Name Zuora Sync Details Custom  
Zuora Purchase Order Number Zuora Sync Details Custom  
Zuora Tax Exempt Status Zuora Sync Details Custom  
Zuora Tax Exempt Certificate ID Zuora Sync Details Custom  
Zuora Bill To Tax Region Zuora Sync Details Custom  
Zuora Bill To Work Email Zuora Sync Details Custom  
Zuora Sold To Work Email Zuora Sync Details Custom  
Zuora Account MRR Zuora Sync Details Custom  
Zuora Sync Date Zuora Sync Details Custom  
Zuora Created Date Zuora Sync Details Custom  
Zuora Updated Date Zuora Sync Details Custom  
Zuora ID Zuora Sync Details Custom  
Zuora Integration Status Zuora Sync Details Custom  
Zuora Origin Zuora Sync Details Custom  
Zuora Parent ID Zuora Sync Details Custom  
Zuora Bill To ID Zuora Sync Details Custom  
Zuora Sold To ID Zuora Sync Details Custom  

Invoice Record Type

Field Description Default Tab Standard or Custom Field Notes
Entity Main Standard  
Date Main Standard  
Doc. No. Main Standard  
Department Main Standard Display this field if you are configuring Default Department in the Integrations Manager.
Class Main Standard Display this field if you are configuring Default Class in the Integrations Manager.
Location Main Standard Display this field if you are configuring Default Location in the Integrations Manager.
Memo Main Standard  
Terms Main Standard  
Due Date Main Standard  
Taxable Items Standard  
Tax Item Items Standard  
Zuora Reference Number Zuora Sync Details Custom  
Zuora Type Zuora Sync Details Custom  
Zuora Related Reference Number Zuora Sync Details Custom  
Zuora Related Transaction Zuora Sync Details Custom  
Zuora Amount Without Tax Zuora Sync Details Custom  
Zuora Tax Amount Zuora Sync Details Custom  
Zuora Tax Exempt Amount Zuora Sync Details Custom  
Zuora Target Date Zuora Sync Details Custom  
Zuora Posted Date Zuora Sync Details Custom  
Zuora Last Email Sent Date Zuora Sync Details Custom  
Zuora Sync Date Zuora Sync Details Custom  
Zuora Created Date Zuora Sync Details Custom  
Zuora Updated Date Zuora Sync Details Custom  
Zuora Origin Zuora Sync Details Custom  
Zuora Integration Status Zuora Sync Details Custom  
Zuora ID Zuora Sync Details Custom  
Zuora Customer ID (Sales) Zuora Sync Details Custom  
Item Columns Standard  
Amount Columns Standard  
Tax Columns Standard  
Quantity Columns Standard  
Delay Revenue Recognition Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Revenue Recognition Schedule Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Revenue Recognition Start Date Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Revenue Recognition End Date Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Zuora Charge Date Columns Custom  
Zuora Service Start Date Columns Custom  
Zuora Service End Date Columns Custom  
Zuora ID Columns Custom  
Zuora Type Columns Custom  
Zuora Reference Number Columns Custom  
Zuora Sync Date Columns Custom  
Zuora Item ID Columns Custom  
Zuora Tax Rate Columns Custom  
Zuora Tax Rate Description Columns Custom  
Zuora Subscription ID Columns Custom  

Credit Memo Record Type

Field Description Default Tab Standard or Custom Field Notes
Entity Main Standard  
Date Main Standard  
Doc. No. Main Standard  
Department Main Standard Display this field if you are configuring Default Department in the Integrations Manager.
Class Main Standard Display this field if you are configuring Default Class in the Integrations Manager.
Location Main Standard Display this field if you are configuring Default Location in the Integrations Manager.
Memo Main Standard  
Taxable Items Standard  
Tax Item Items Standard  
Zuora Reference Number Zuora Sync Details Custom  
Zuora Type Zuora Sync Details Custom  
Zuora Related Reference Number Zuora Sync Details Custom  
Zuora Related Transaction Zuora Sync Details Custom  
Zuora Amount Without Tax Zuora Sync Details Custom  
Zuora Tax Amount Zuora Sync Details Custom  
Zuora Tax Exempt Amount Zuora Sync Details Custom  
Zuora Target Date Zuora Sync Details Custom  
Zuora Posted Date Zuora Sync Details Custom  
Zuora Last Email Sent Date Zuora Sync Details Custom  
Zuora Sync Date Zuora Sync Details Custom  
Zuora Created Date Zuora Sync Details Custom  
Zuora Updated Date Zuora Sync Details Custom  
Zuora Origin Zuora Sync Details Custom  
Zuora Integration Status Zuora Sync Details Custom  
Zuora ID Zuora Sync Details Custom  
Zuora Customer ID (Sales) Zuora Sync Details Custom  
Zuora Refund Payment ID Zuora Sync Details Custom  
Zuora Negative Invoice Adjustment IDs Zuora Sync Details Custom  
Zuora Create Zuora Refund Zuora Refund Custom  
Zuora Refund Payment Reference Zuora Refund Custom  
Item Columns Standard  
Amount Columns Standard  
Tax Columns Standard  
Quantity Columns Standard  
Delay Rev. Rec. Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Revenue Recognition Schedule Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Revenue Recognition Start Date Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Revenue Recognition End Date Columns Standard Display this field if you have enabled revenue recognition in NetSuite.
Zuora Charge Date Columns Custom  
Zuora Service Start Date Columns Custom  
Zuora Service End Date Columns Custom  
Zuora ID Columns Custom  
Zuora Type Columns Custom  
Zuora Reference Number Columns Custom  
Zuora Sync Date Columns Custom  
Zuora Item ID Columns Custom  
Zuora Tax Rate Columns Custom  
Zuora Tax Rate Description Columns Custom  
Zuora Subscription ID Columns Custom  

Customer Payment Record Type

Field Description Default Tab Standard or Custom Field Notes
Customer Main Standard  
Date Main Standard  
Memo Main Standard  
Account Main Standard  
Department Main Standard Display this field if you are configuring Default Department in the Integrations Manager.
Class Main Standard Display this field if you are configuring Default Class in the Integrations Manager.
Location Main Standard Display this field if you are configuring Default Location in the Integrations Manager.
Payment Method Payment Method Standard  
Zuora Reference Number Zuora Sync Details Custom  
Zuora Type Zuora Sync Details Custom  
Zuora Related Reference Number Zuora Sync Details Custom  
Zuora Related Transaction Zuora Sync Details Custom  
Zuora Payment Type Zuora Sync Details Custom  
Zuora Payment Reference ID Zuora Sync Details Custom  
Zuora Credit Card Type Zuora Sync Details Custom  
Zuora Sync Date Zuora Sync Details Custom  
Zuora Created Date Zuora Sync Details Custom  
Zuora Origin Zuora Sync Details Custom  
Zuora Integration Status Zuora Sync Details Custom  
Zuora ID Zuora Sync Details Custom  
Zuora Customer ID (Payments) Zuora Sync Details Custom  

Sales Order Record Type

Field Description Default Tab Standard or Custom Field
Entity Main Standard
Doc. No. Main Standard
Currency Items Standard
Zuora Send To Zuora Zuora Subscription Custom
Zuora Subscription Number Zuora Subscription Custom
Zuora Subscription Notes Zuora Subscription Custom
Zuora Term Setting Zuora Subscription Custom
Zuora Initial Term Zuora Subscription Custom
Zuora Renewal Term Zuora Subscription Custom
Zuora Auto Renew Zuora Subscription Custom
Zuora Contract Effective Date Zuora Subscription Custom
Zuora Service Activation Date Zuora Subscription Custom
Zuora Customer Acceptance Date Zuora Subscription Custom
Zuora Term Start Date Zuora Subscription Custom
Zuora ID Zuora Sync Details Custom
Zuora Customer ID (Sales) Zuora Sync Details Custom
Zuora Integration Status Zuora Sync Details Custom
Zuora Reference Number Zuora Sync Details Custom
Zuora Sync Date Zuora Sync Details Custom
Zuora Origin Zuora Sync Details Custom
Item Columns Standard
Closed Columns Standard
Zuora Item ID Columns Custom

Customer Refund Record Type

Field Description Default Tab Standard or Custom Field Notes
Customer Main Standard  
Account Main Standard  
Date Main Standard  
Memo Main Standard  
Department Main Standard Display this field if you are configuring Default Department in the Integrations Manager.
Class Main Standard Display this field if you are configuring Default Class in the Integrations Manager.
Location Main Standard Display this field if you are configuring Default Location in the Integrations Manager.
Payment Method Refund Method Standard  
Zuora Reference Number Zuora Sync Details Custom  
Zuora Type Zuora Sync Details Custom  
Zuora Related Reference Number Zuora Sync Details Custom  
Zuora Related Transaction Zuora Sync Details Custom  
Zuora Refund Type Zuora Sync Details Custom  
Zuora Refund Reference ID Zuora Sync Details Custom  
Zuora Sync Date Zuora Sync Details Custom  
Zuora Created Date Zuora Sync Details Custom  
Zuora Updated Date Zuora Sync Details Custom  
Zuora Origin Zuora Sync Details Custom  
Zuora Integration Status Zuora Sync Details Custom  
Zuora ID Zuora Sync Details Custom  
Zuora Customer ID (Payments) Zuora Sync Details Custom  
Last modified
17:22, 12 Feb 2015

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