The NetSuite Plug-in for Fusebill is an add-on feature; contact email@example.com for more information. Fusebill supports both customer-level and accounting-level integration with NetSuite.
To install the NetSuite plug-in, see Setting up the NetSuite installation.
When your NetSuite environment has been successfully configured to synch with Fusebill, your NetSuite Setting page will look like this:
The Integration Status on your NetSuite Settings page shows that the NetSuite plug-in has been successfully configured and activated to work with Fusebill.
You can Disable or Delete the integration using the buttons provided.
Note: If you Delete your NetSuite integration, all field mappings and other Fusebill settings will be removed and will need to be re-configured if you re-install the plug-in at a later date.
- The bottom section shows your NetSuite account credentials and other information required by the connection. The user account that you use to connect Fusebill to NetSuite needs certain permissions, governed by the Role ID field. The default value in this field is 3, which indicates Administrator permissions. Click the "?" help icons to the right of these fields to learn more about the specific permissions that are required to synchronize data between Fusebill and NetSuite.
- Change the Use NetSuite Sandbox setting to On if you are using a sandbox for testing. Otherwise, leave the setting to Off and Fusebill will assume you are connecting to a production NetSuite environment. This setting is important because NetSuite uses different URL patterns for Sandbox vs. Production accounts and Fusebill needs to know which type of environment to synchronize with.
- The Default NetSuite Customer Type is important so that Fusebill knows which kind of customer to create in NetSuite when a new customer is created in Fusebill. The default is Individual but you can also choose Company depending on your particular environment. Different fields are synchronized between Fusebill and NetSuite depending on this setting.