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Enable Invoice Settlement to support Netsuite connector

Zuora

Enable Invoice Settlement to support Netsuite connector

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If you're a Netsuite integration customer, migrating your Zuora account won't automatically migrate your Netsuite connector to support Invoice Settlement.

Zuora provisions a new connect app instance to support Invoice Settlement. It's essential to complete these steps before/during migration rather than after enabling the Invoice Settlement feature. The existing NS Connector must be stopped before the data migration. Once IS is enabled, a new NS Connector should be installed.

Prepare data for migration

Follow the pointers below to prepare data sync for Netsuite.

1. Sync all Invoice Item Adjustments (IIA) Edit section

Prior to enabling Invoice Settlement in Billing, ensure that all the required IIA are synced, otherwise you'll have to manually deal with unsynced IIA. Once IS is enabled, syncing between IIA and NS Connector will no longer be possible.

For additional information, refer Invoice Settlement migration checklist and guide.

2. Sync all negative invoices

Prior to enabling Invoice Settlement in Billing, ensure that you synchronize all the required negative invoices as the new connector will not synchronize the negative invoices post Invoice Settlement enablement.

During the migration process the negative invoices are converted to credit memos. One credit memo is created from one negative invoice. The negative invoice is written off with Invoice Item Adjustments first. Then, a credit memo is created from a pre-configured one-time charge. The new NetSuite connector won't synchronize IIA generated during the migration stage. So, no action is required for the generated IIA.

3. Stop the creation of negative invoices and IIA

4. Deactivate the existing NS Connector

Invoice settlement data migration

Upon completion of the specified prerequisites, proceed with the IS data migration in accordance with the Invoice Settlement Enablement Process and Troubleshooting guidelines.

Following the activation of IS, perform the following actions:

  1. Set Transfer to accounting to Yes for migrated credit memos, which are generated during IS data migration for negative invoices. To prevent the synchronization of these transactions into Netsuite again and avoid duplicate transactions, update the credit memos using the specified filter criteria:
sqlCopy code
select id, MemoNumber from creditmemo where ReasonCode = ‘AR Mig - negative invoice’;

This update can be executed using the Developer Tool or by updating credit memos in bulk.

2. Once IS is enabled, proceed to re-provision and set up a new Netsuite Connector. Follow these steps:

  1. Generate an OAuth user for your Connect App by following the steps in Create an OAuth Tenant Login in Zuora Connect.
  2. Create a new connector app instance by selecting Zuora Connector For NetSuite from the dropdown list after clicking the + button. Access the Zuora Connector for NetSuite through the Zuora homepage, Marketplace, or in Zuora Connect under My Connect > Tenants.
  3. Provide the required credentials in the pop-up window.
  4. Open a ticket at Zuora Global Support with the old and new instance IDs, and the Zuora provisioning team will provide a new account ID and environment ID.
  5. Configure the sync preferences by following the instructions in Configure Sync Preferences for the new Connect App instance.
  6. When the new NS Connector is prepared, discontinue the use of the old NS connector app.

Synchronize NetSuite Payments to Zuora Post-Upgrade

Enabling Zuora Sync Updates in NetSuite streamlines payment synchronization with Zuora, reducing manual intervention and ensuring smooth data flow between systems. The transition from Invoice Settlement Off to Invoice Settlement On will result in important modifications to the payment synchronization process from NetSuite to Zuora. For more details on the updates to sync rules and criteria, refer to Payment transaction sync for invoice settlement enabled.

Modify the NetSuite field for Zuora sync updates

The “Zuora Sync Updates” field is crucial for seamless synchronization. The List/Record Type field in NetSuite contains Yes or No values. Setting the default value to Yes streamlines payment creation and eliminates manual updates.

To set the default value to the Zuora Sync Updates field:

  1. Log in NetSuite as an administrator. Navigate to Customization from the main menu.
  2. Go to Lists, Records, & Fields, and choose Transaction Body Fields.
  3. Locate the field labeled Zuora Sync Updates within Transaction Body Fields.
  4. Navigate to the validation and defaulting subtab within the Zuora Sync Updates field settings. Set the default selection to Yes and click Save.

The Zuora Sync Updates field must be populated for record synchronization from NetSuite payments to Zuora after migrating to Invoice Settlement On. The connector requires a value in this field to pick up records.