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Configure Sync Preferences

Zuora

Configure Sync Preferences

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In the Sync Preferences screen, configure the synchronization options that the NetSuite integration will use.

You must fill in all the required fields before you can go into the Advanced Settings page upon clicking Next. The mandatory fields are marked with an asterisk.

General Currency and Tax Settings

  • Zuora Default Currency: Enter the "Alphabetic Code" for the Default currency in Zuora to use when syncing map pricing details for the Product Catalog.

  • NetSuite Multiple Currencies: SelectYesif you have enabled multiple currencies in NetSuite. Otherwise, selectNo.

    • Set this toYesif you want the sales order items to be pre-populated with the Netsuite price, you specified on the rate plan in Zuora.

    • If you selectNo, all Zuora Accounts will be synced to NetSuite with the default NetSuite currency, regardless of their currencies configured in Zuora.

  • NetSuite Advanced Pricing: You can map individual pricing details for the product catalog. If Multiple Prices or Quantity Pricing are enabled, selectYes.Otherwise, selectNo. 

  • NetSuite Default Tax Code: If required in NetSuite, enter the exact name of the Tax Code to use when syncing Zuora transactions to NetSuite. You can view the existing tax codes in NetSuite by navigating to Setup > Accounting > Tax Codes.

  • NetSuite Default Tax Schedule: If you have enabled the Advanced Taxes feature in your NetSuite tenant, enter the exact name of the Tax Schedule to use for all Zuora Charges created by the integration.  

View Multiple Currency Settings in NetSuite

To view the settings for your company in NetSuite:

  1. Navigate to Setup > Company > Enable Features.
  2. Select the Company tab.
  3. In the International section, if Multiple Currencies are enabled, you must configure the General Currency and Tax Settings in Zuora Connector for NetSuite.

View Advanced Pricing Settings in NetSuite

To view the pricing for your company in NetSuite:

  1. Navigate to Setup > Company > Enable Features.
  2. Select the Transactions tab.
  3. If Multiple Prices or Quantity Pricing is enabled, you must selectYesfor NetSuite Advanced Pricing in Zuora Connector for NetSuite.

View Tax Settings in NetSuite

To view the currency and tax settings in NetSuite:

  1. Navigate to Setup > Company > Enable Features.
  2. Select the Tax tab.
  3. If Advanced Taxes is enabled, you must specify a value for the NetSuite Default Tax Schedule in the Integrations Manager.

NetSuite Classification Details

Use this section to configure default values if you have enabled them in your NetSuite account. This setting is optional, and the default values are used to sync Customer Accounts, Product Catalog, and Transactions from Zuora to NetSuite. You can specify classifications as per the record within Zuora to override these default values.

  • Default Department: Enter the default full name of the department when syncing all transactions and product catalog items. For charges, you can override this value by specifying the department on the individual record.

  • Default Location: Enter the full name of the default location to use when syncing all transactions and product catalog items. This field is required if Multi-Location Inventory is enabled in NetSuite.

  • Default Class: Enter the full name of the default class to use when syncing all transactions and product catalog items. For charges, you can override this value by specifying the class on the individual record.

  • Default Subsidiary: Enter the full name of the default subsidiary to use when syncing all accounts. This setting applies to NetSuite OneWorld only. You can override this value by specifying the subsidiary on the individual record.

View Company Settings in NetSuite

To view the settings for your company in NetSuite:

  1. Navigate to Setup > Company > Enable Features.
  2. If Departments, Locations, or Classes are enabled, you must configure the NetSuite Classification Details value in Zuora Connector for NetSuite.

Customer Account Sync

You can customize and map existing accounts used between Zuora and Netsuite. 

Customer Account Master

Select the application that is the Customer Master, where you will manage the account. Only Customer Accounts created or modified in the master application will be synced to the destination application.

Customer Account Sync Behavior

You can sync all new and modified records from the Customer Account master application using Sync New and Modified Records. You can also choose to overwrite existing values in the other application or sync new records using Sync New Records Only. This option will not sync subsequent changes after the record gets created.

Customer Account Number Mapping

Specify how to map Customer Account numbers.

  • Use Number From Source Record: Use the source application's Customer Account Number/Customer ID.
  • Use Name From Source Record: Use the source application's Customer Account Name.
  • Let Destination Auto-Number: The destination application will determine the next sequential Customer Account Number/Customer ID.

Suppose Zuora is the Customer Master, and you use a value from the source record. In that case, if Auto-Generated Numbers are enabled for customers in NetSuite, you must also enable Allow Override in NetSuite. Additionally, if you want to sync new and modified records, you must allow Update in NetSuite. To do this, navigate to Setup > Company > Auto-Generated Numbers. 

Customer Account Number Update Behavior

If you have selected Sync New and Modified Records, you can choose whether the sync should also update the Customer Account number field.

If Zuora is the customer master and you have enabled Auto-Generated Numbers in NetSuite but do not permit updates, you must select Do Not Allow Updates in NetSuite. To do this, navigate to Setup > Company > Auto-Generated Numbers.

Zuora Connector for NetSuite will allow updates by default. 

De-concatenate Account Number

If you select "Yes," the connector will take the value of the Customer Id field from Netsuite up until the first space (" ") and use that value to populate the Zuora Account Number field.

This occurs only when the Zuora account does not have any transactions. For example, Zuora does not allow an account number to be changed when the account contains transactions; the connector checks the Zuora accounts for a Last Invoiced date and will not update an account number if a Last Invoiced date is found.

Unassigned Payments

To sync unassigned payments enabled from Invoice Settlement to your Zuora tenant, enter the ID of the Netsuite customer record created. All the unassigned payments get tracked here.

Product Catalog Sync

  • Item ID Mapping: You can select Use Zuora Charge ID or Use Zuora Charge Name. This determines the NetSuite Item ID value when syncing new Zuora charges. Zuora Charge ID will map a combination of a static Zuora Charge plus a unique ID. The Use Zuora Charge Name will map as-is. However, you must ensure the Charge Name is globally unique.

  • Product Catalog Sync Behavior: You can sync all new and modified records from the Customer Account master application using Sync New and Modified Records. You can also choose to overwrite existing values in the other application or sync new records using Sync New Records Only. (This option will not sync subsequent changes after the record gets created).

Transaction Sync

Transaction Number Mapping: Select how you want to map Transaction Numbers. The Use Number From Source Record will use the Transaction number from the source application. The Let Destination Auto-Number will generate new records using the next sequential Transaction number in the destination application. You can enable this feature in NetSuite by selecting Setup > Company Auto-Generated Numbers.