Configurations in NetSuite Application
Before connecting your Zuora tenant to your NetSuite ERP, you must have the accurate NetSuite Integration settings configured.
Setting up a user for integration
You must create a user for NetSuite integration with Zuora Revenue. Complete the following steps to create a user:
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Navigate to Setup > Users/Roles > Manage Users.
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Click New.
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Type Zuora_IntegrationUser in the Name field.
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Type the user's email ID in the Email field.
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Select the Administrator role in the Role field from the Access tab.
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Click Save.
Setting up an integration
You must create a new integration in NetSuite to integrate with Zuora Revenue. Complete the following steps to set up an integration:
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Navigate to Setup > Integrations > Manage Integrations.
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Click New.
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Type Zuora Revenue in the Name field.
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Type Integration with Zuora Revenue in the Description field.
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Type the applicable concurrency in the Concurrency limit field.
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Select the applicable value from the State drop-down field.
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Select the Token-based Authentication checkbox in the Authentication section.
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Select the REST WebServices and SuiteAnalytics Connect checkboxes from the OAuth 2.0 section.
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Click Save.
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Copy and save the Client ID/ Consumer Key and Client Secret/Consumer Secret generated after saving the integration.
Copy NetSuite SuiteTalk API Services URL
The Revenue GL Connector for NetSuite works based on NetSuite APIs. To perform this, you must copy the API services URL from NetSuite and copy it to the Revenue Connector Authentication UI. Complete the following steps:
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Navigate to Setup > Company > Company Information.
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Copy and save the SuiteTalk API Services URL from the Company URLs section.
Set up transactional datasets
To set up transactional datasets, complete the following steps:
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Navigate to Analytics Menu, and click the DataSets tab.
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Create New DataSet.
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Select the transaction object.
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Enter the dataset name and description.
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Enter the dataset ID. This is optional if you want to add a custom name.
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On the left, select the fields from the Transaction and Transaction Line objects.
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Drag and drop the fields that are part of Netsuite Sales Order transactions that need to map with the fields of the Orders template in Zuora Revenue.
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Click Save to save the dataset.
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Click the Dataset columns and change the Alias (display labels) to what gets displayed in the Connector Field Mapping UI.
Repeat the above steps for other transactional datasets such as Invoices and Credit Memos.
The following table is an example of fields from a Sales Order Lines Dataset. You can set up and select the fields based on the use case requirements in NetSuite:
|
Column |
Alias |
|
Date |
TransactionDate |
|
Memo |
Memo |
|
Posting Period |
PostingPeriod |
|
ID |
SO_LINE_ID |
|
Amount (Net) (Transaction Currency) |
NetAmount |
|
Line Number |
LineSequenceNumber |
|
Item Name/Number |
ItemID |
|
Number |
REV_SEGMENTS |
|
Number |
DEF_SEGEMENTS |
|
Source |
TransactionSource |
|
Status |
Status |
|
Transaction Number |
TransactionNumber |
|
Name |
altname |
|
Entity |
Entity |
|
Document Number/ID |
TransactionID |
|
Currency |
Transaction Currency |
|
Quantity |
Quantity |
|
Transaction |
TransactionDisplayName |
|
Type |
TransactionType |
|
Total Amount (Transaction Currency) |
ForeignTotal |
Click the DataSet Columns link to see all the columns that are part of the dataset results.
The Filter criteria can be defined in the Dataset UI to filter out certain transactions from the resulting Dataset such as transactions updated in last 24 hours, last 1 week, or transactions from specific subsidiary.
Functions and Formulae can be configured on the fields in the Netsuite Datasets to derive any specific field/attribute values.
Next, complete Configurations in Zuora Revenue.