Data Flow | Stripe Customer to NetSuite Customer Add/Update On Demand |
Flow Type | Realtime |
NS Record | Stripe Customer Id, NetSuite Customer Portal URL |
Description:
The flow “Stripe Customer to NetSuite Customer Add/Update On Demand” gets the customer id(ids) from settings and Import(imports) as NetSuite customer
- Once the customer id is given and saved in the settings, this flow triggers a webhook to get the data of that customer(customers) from Stripe
Add/ Update Customer
- If the email is not empty then create or update the customer to NetSuite.
- To update the customer in NetSuite the filter criteria is stripe customer id and email as shown below. [["custentity_nm_stripe_customer_id","is","{{{id}}}"],"OR",["email","is","{{{email}}}"]]
- If the above filter doesn't find any customer in NetSuite then creates a customer in NetSuite.
Configure IO Settings:
- Click on Settings - Customers - Stripe to NetSuite
- Enter Stripe Customer Id(s) to get a single customer or multiple customers (up to 100 Ids)
- Enter the customer id for the customer, if multiple customers use comma separated values
- Default name if missing on Stripe customer
- Lets you define a business rule where the missing name on Stripe Customer is automatically replaced with a default value of your choice before the customer is added to NetSuite. This helps prevent any manual intervention to import customers with missing names. For ex- you can enter a default value 'NO-NAME-ENTERED' i.e. First Name and Last Name Unavailable in this field
- Stripe customer name field delimiter
- Enter a single character to be used as a custom delimiter for Stripe name field, Ex: instead of the pipe use pipe symbol ' | '. If the delimiter is space then leave it as empty by default will split by space
- Select a NetSuite Saved Search for updating Stripe Customer Portal Url
- 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:
● Adjust the mappings if needed like location mapping.