...
You can enable this option in NetSuite by navigating to Setup > Company > Auto-Generated Numbers > Review the option in Entities and Document Number sub-tabs.
If you have checked the Allow Override option, then Chargebee's identifiers will be set as the primary ID for Invoices, Credit Memos, Customers, and so on.
Chargebee's ID is set as the External ID for search/reference purposes in NetSuite.
Configuration
The following steps provides provide information on how you can configure the Chargebee-NetSuite Integration.
...
Payment/Refund transactions can be mapped to payment accounts in NetSuite. For Reconciliation purposes, you can select a clearing/undeposited funds account. If you have multiple currencies or payment gateways (or methods), you can choose a specific account accordingly.
If a different clearing account is required to be used for each offline payment method and currency, contact Chargebee support to add this configuration.
...
| Info |
|---|
If Discount/Cost of Goods are is required to be mapped with a different GL account, contact Chargebee support. |
...
Customer ID will be used as the default criterion for existing customers if the customers did not enable the duplicate check option. Existing customers need to do the mapping between Chargebee and NetSuite. For new customers, if the Chargebee’s customer ID is not mapped, then Chargebee creates them as a new customer, else the data is synced to the mapped customer.
If you want to identify duplicate customers based on the email address, you can choose this from the list.
You can even configure duplicate checks for customer records based on a custom field such as a CRM id in the customer entity. Contact Chargebee Support to enable this feature.
Make sure that you enable the customer duplicate check setting for the duplicate check to be carried out during the integration (if the duplicate check is done by Email or Custom field id).
Note
By Default, if a duplicate is found based on the email id, we will display the check as a sync error. If the customer wants to link based on the email id, contact Chargebee support.
...
If you are using NetSuite's revenue recognition module, follow these steps to send the invoice line amount, start date, and end date when an invoice is synced from Chargebee to NetSuite:
| Info |
|---|
If you want to send a service period for discounts and round off, contact Chargebee support. The discount service period will be inherited from the plan/addon service period for which the discount is applied. For round offs, the service period start and end dates are passed as invoice dates. |
...
You can select only one of the tracking categories methods provided.
For line item level mapping, you need to define the applicable tracking categories for each plan, addon, and other line items including Round off, One time charges, Discounts, Setup Fees.
For Document document-level mapping, we support the following entities: Invoices, Sales Credit Memos, Items, Customer Payments, customer refunds, and Sales orderorders. For example, when an invoice is generated, and if the location tracking category for the invoice is defined as “California”, then all the invoices synced from Chargebee will have the location category value as “California”.
Note
Sales Order tracking category is applicable only when a Sales order is created through Chargebee’s NetSuite Connector. At the document level, we send only a constant value for the tracking categories defined.
For customer-level mapping, you can send the dynamic value for tracking categories. For example, if a customer has a tracking category for the “Texas” location, then for any document synced from Chargebee to NetSuite, the value of the Location tracking category is synced as “Texas”.
...
Note
Alternatively, you can choose not to send the tax amounts to NetSuite. The tax codes configured in NetSuite will be applied on to the invoices automatically. For more detailed steps on tax sync workflow and configuration between Chargebee and NetSuite, refer to this document.
8. Select Sync Start Date
...
Sync Preferences
Once the sync is setupset up, you can see when the last sync happened, success/errors in the sync, and options to edit the configurations:
...
Unlink
In case you want to stop syncing data from Chargebee to NetSuite, you can unlink the integration. For more information, contact Chargebee support.
See Also:
Quick A quick comparison between the Chargebee-NetSuite and Chargebee-Sage Intacct Integrations.
Transaction types passed between Chargebee and NetSuite.
Objects and fields mapped between Chargebee and NetSuite.
Tax handling in the Chargebee-NetSuite Integration.