Configure - Stripe Customer to NetSuite Customer Add/Update On Demand

  • Updated
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.