Zuora Revenue GL Connector for NetSuite

Configurations in Zuora Revenue

Navigate to Setup > Application > Profiles and enable the following profiles in Zuora Revenue to configure the connector.

Configuring GL Interface in Zuora Revenue

With version 37.17.05.0,  as an admin, you can select the grouping criteria of the accounting entries by turning on/off the toggle for the fields configured in the GL Interface Setup. The journal accounting entries are grouped into smaller sub-batches based on this grouping criteria.

Complete the following steps to configure GL Interface in Zuora Revenue:

1. Navigate to Setup > Application > Interface Setup
2. Click GL Mapping.
3. Toggle the Enabled button to Yes for Accounted Dr and Accounted Cr Interface Field Name. 

4. Toggle the Enabled button to Yes for Accounting Date Interface Field Name. 
5. Click Save.

Run Transfer Accounting in Zuora Revenue

You can run the transfer accounting process to create a batch of journal accounting entries. The connector requires at least one transfer accounting batch to be in READY TO TRANSFER state.

Transfer accounting batches created before version 37.17.05.0 must be regenerated to group the accounting entries and split the accounting journal batch into sub-batches based on the chunk size configured.

Complete the following steps to regenerate a Journal Accounting batch:

1. Navigate to Accounting > Transfer Accounting.
2. Click the Regenerate icon.
3. Select Rebuild and Generate File.
4. Click Save.

The accounting Journal Batch re-generation will apply to the GroupBy selection configured in the Revenue GL Interface and the Journal Batch will be internally split into multiple chunks based on the value set up in the TA_SUB_BATCH_SPLIT_SIZE profile.

Setting up an Integration Role

A new role in NetSuite must be created to integrate NetSuite with Zuora Revenue.

Complete the following steps to setup an integration role:

1. Navigate to Setup > Users/Roles > Manage Roles.
2. Click New.
3. Type Zuora_IntegrationRole in the Name field. 
4. Select Accounting Center from the Center Type drop-down field. 
5. Select the following permissions from the applicable fields in the Permissions section:

6. Click Save.

Setting up a User for Integration 

You must also create a user for NetSuite integration with Zuora Revenue.

Complete the following steps to create a user:

1. Navigate to Setup > Users/Roles > Manage Roles.
2. Click New.
3. Type Zuora_IntegrationRole in the Name field. 
4. Type the user's email ID in the Email field.
5. Select the role you created in the Role field from the Access tab. 
6. Click Save.

Setting up an Integration 

A new Integration must be created in NetSuite to integrate with Zuora Revenue.

Complete the following steps to setup an integration:

1. Navigate to Setup > Integrations > Manage Integrations.
2. Click New.
3. Type Zuora Revenue in the Name field.
4. Type Integration with Zuora Revenue in the Description field.
5. Type the applicable concurrency in the Concurrency limit field.
6. Select the applicable value from the State drop-down field. 
7. Enable the Token-based Authentication checkbox in the Authentication Section.
8. Enable the REST WebServices and SuiteAnalytics Connect checkboxes from the OAuth 2.0 section.
9. Click Save.
10. 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.

1. Navigate to Setup  > Company > Company Information.
2. Copy and save the SuiteTalk API Services URL from the Company URLs section.

Authenticating your Zuora Revenue and NetSuite environments

Complete the following steps to authenticate your Zuora Revenue and NetSuite environments:

1. Navigate to  Integration Hub -> Marketplace within Zuora Revenue’s UI.
2. Click NetSuite GL Connector.
3. Click Authentication.
4. Complete the following fields in the NetSuite Authentication section.

• Consumer Key & Consumer Secret  
•  Access Token Details
•  NetSuite Tenant Account ID
•  NetSuite Tenant API Services URL. 

5.  Complete the following fields in the Revenue Authentication section.  

• User Name 
• Password
• Role Name
• Client Name
• Revenue Tenant Host URL

6. Toggle the Enable Integration button to activate the connector. 

Note: You can click Test Connection to check your authentication.

Configure Email Notifications

The Revenue GL connector can send email notifications after the connector execution is completed.

Complete the following steps to configure emails:

1. Navigate to  Integration Hub -> Marketplace within Zuora Revenue’s UI.
2. Select Zuora Revenue from the Product Category field.
3. Click NetSuite GL.
4. Click Authentication.
5. Click the Setting icon.
6. Enable the Email settings toggle field. 
7. (Optional) Select Warnings and Success.
8. Click Add Email to add recipients.
9. Click Save. 

Connector Field Mapping

After successful authentication, you can define the field mapping between the source and the target fields based on your needs. The Zuora Source fields provide a list of fields from the Zuora Revenue GL Interface object, and NetSuite Journal Target Fields provide a list of fields from the NetSuite Journal Object.

Complete the following steps to map the fields:

1. Navigate to  Integration Hub -> Marketplace within Zuora Revenue’s UI.
2. Select Zuora Revenue from the Product Category field.
3. Click NetSuite GL.
4. Click Field Mapping.
5. Click the + icon. 
6. Choose the applicable Revenue source field and map it to the corresponding target field of the NetSuite Journal.

7. Click the Refresh icon to dynamically refresh the list of fields in source and target menus upon any field changes in Zuora Revenue GL Interface object or NetSuite Journal object.