Data Flow | Add/Update Stripe Customer Portal URL on the Customer record in NetSuite |
Flow Type | Scheduled |
NS Record | Stripe Customer Portal URL , Novamodule Stripe Customer Portal Link Add/Update Template Saved Search |
Description:
Gets the list of customers from NetSuite and updates the Stripe Customer Portal URL field with the customer URL from Stripe
- Once the flow is scheduled it gets the list of customer records from NetSuite which have the Stripe Customer Id field populated using Novamodule Stripe Customer Portal Link Add/Update Template Saved Search.
- A lookup is used to find the respective customer in Stripe.
- The lookup creates the billing portal session for the customer in Stripe and generates a URL for the customer
Customer
- It checks if the customer already exists in NetSuite using ["internalid","is","{{{id}}}"].The URL is then updated to the customer in NetSuite in the Stripe Customer Portal URL field.The import ignores the step if the customer doesn’t exist in NetSuite as the Ignore missing records checkbox is checked
Configure IO Settings:
- Click on Settings - Customers - NetSuite to Stripe
- Select the NetSuite saved search for customer records which will be available after the bundle installation “Novamodule Stripe Customer Portal Link Add/Update Template”. Make a copy of the saved search and use the copied saved search for any additional criteria or results
IO Mappings by Flow Bubble:
-
NetSuite Update Customer record with Stripe Customer Portal URL
- Updates Stripe Customer Portal URL from the Url from Stripe