Overview

This integration syncs NetSuite Sales Orders and automates the creation of Zuora Subscriptions. Only sales orders generated with Zuora Product Rate Plan Items will be synced. See Using a Sales Order to Create a New Subscription for instructions.

About the Sales Order transaction sync

• The transaction sync will create one subscription per sales order.

• On the sales order, you can select one or more items that correspond to Zuora product rate plans.

• The Zuora product catalog is used to manage all subscription pricing.

• Zuora products and rate plans and existing NetSuite items can coexist in the NetSuite item master.

• Subscription management including invoice generation and subscription amendments and renewals will be performed in Zuora.

• You can provide the Contract Effective, Service Activation, Customer Acceptance, and Term Start Date in NetSuite before the record is synced, or in Zuora after the subscription is created.

• We do not currently support the ability to create amendments in NetSuite.

Net, refer to Use a Sales Order to create a new subscription.

Why is not the Sales Order integration real time?

• Typically, sales orders are integrated with other parts of NetSuite functionality (shipping/fulfillment) and external provisioning systems.
• When a sales order is ready to be sent, it is a best practice for these processes to set the Send to Zuora flag automatically instead of requiring manual interaction to log in and click a button to sync the record.
• A common customer profile is a high volume, high complexity subscription business. It is not practical to manually enter all sales orders with high-volume businesses.

Next, refer to Sales Order transaction sync rules.