Overview

Before performing the NetSuite Integration, you must reconcile data between Zuora and NetSuite.

Reconciling Revenue Recognition code and template values

The Zuora Revenue Recognition Code Names and NetSuite Revenue Recognition Template Names must match exactly.

1. In Zuora, go to Settings > Billing > Manage Revenue Recognition Codes.
2. In NetSuite, go to Lists > Accounting > Revenue Recognition Templates .

Reconciling currency values

The Zuora Currency Alphabetic Codes and NetSuite Currency Symbols must match exactly.

1. In Zuora, go to Settings > Billing > Customize Currencies .
2. In NetSuite, go to Lists > Accounting > Currencies .

Next, refer to the following sections:

• Reconciling payment term values

• Reconciling payment method values

Using a deposit to account

The Payment or Refund sync will use the Deposit To Account configured in NetSuite for a given Payment Method. If you have not configured a Deposit To Account, the Payment Method will instead use Undeposited Funds.

Next, refer to the following sections:

• Configuring Zuora accounting codes

• Creating NetSuite items for Zuora tax codes

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Default NetSuite tax code

For clients that require the Tax Item to be specified on NetSuite Invoices and Credit Memos, you must configure a Default NetSuite Tax Code in the Integration Setup to use when syncing Invoices and Invoice Item Adjustments. The values must be the exact name of a valid, active Tax Code in NetSuite.

You can view the list of Tax Codes in NetSuite by selecting Setup > Accounting > Tax Codes .

Coordinating taxes with NetSuite add-ons

Some add-on NetSuite modules, such as Avalara’s AvaTax, require the Tax Item to be populated even if Zuora is calculating taxes. In these cases, create a NetSuite Tax Code with a 0% tax rate and configure that Tax Code as the NetSuite Default Tax Code in the Integration Setup.

Configuring a default NetSuite tax schedule

For NetSuite clients with the Advanced Taxes feature enabled , you must configure a Default NetSuite Tax Schedule in the Integration Setup to use when syncing Product Rate Plan Charges. Create this Tax Schedule (if it does not already exist) and configure it in NetSuite to not calculate taxes if tax is calculated by Zuora. You can view the status of the Advanced Taxes feature in NetSuite by selecting Setup > Company > Enable Features > Accounting tab, and then viewing Advanced Taxes in the Advanced Features section.

Configuring a default NetSuite location

For clients with Multi-Location Inventory enabled, or if Locations are required for NetSuite transactions, you must configure a Default NetSuite Location in the Integration Setup to use when syncing Zuora transactions. This value must be the exact name of a valid, active Location in NetSuite. For sub-Locations, enter the fully-qualified, name using a colon, to separate sub-locations. Include a space character before and after the colon. For example: My Location : My Sub Location

You can view the status of the Multi-Location Inventory feature in NetSuite by selecting Setup > Company > Enable Features > Items & Inventory tab, and then viewing Multi-Location Inventory in the Inventory section.