Configure - Payments Flow

Setting : Payments

Before updating customer flow mappings, navigate to Settings → Customers.

There are bidirectional configurations for NetSuite to Stripe and Stripe to NetSuite. The examples below include settings for common business cases.

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DataFlow : Add/Update Open NetSuite Invoices with Details from Stripe Invoices

NetSuite_Customer_to_Stripe_Customer_Flow.png

When the integration creates a Customer in Stripe, it performs a customer lookup in Stripe to determine if such a Customer already exists in Stripe. As the first lookup criteria, the integration uses Stripe Customer ID (e.g. cus_MQutkrjV244wdk) to locate Customer records in question.

Stripe_Customer_ID_on_Customer_Record.png

If it finds a match then the Customer data gets updated from NetSuite to Stripe. If it does not find a match it defaults to the second lookup criteria which is the email address stored on a Customer record in NetSuite.

Email_Address_on_Customer_Record.png

If it finds a match, the Customer data gets updated from NetSuite to Stripe. If no match is found, the integration creates a new Customer record in Stripe based on Customer data in NetSuite. When a new Customer is created and the integration writes the Stripe-generated customer ID (e.g. cus_GKJGHGNCHG) back to NetSuite Customer record which permanently links corresponding customer records.

The integration exports both types of Customer records from NetSuite to Stripe - Company and Individual type. If an individual type is used in NetSuite, the first name and the last name from the NetSuite individual customer record will be used as the Name on a customer record in Stripe. If a company type is used in NetSuite, the Company Name field value is used as the Name on a customer record in Stripe.


DataFlow : Stripe Payment to NetSuite Customer Payment Add

Stripe_Customer_to_NetSuite_Customer_Flow.png

When the integration creates/updates a Customer in Netsuite, the integration checks if it finds a match against Stripe customer id (e.g. cus_GKJGHGNCHG) or email address in Netsuite if it finds a match then the Customer data gets updated from Stripe to NetSuite. If it does not find a match against customer id and email address then the integration creates a new Customer record in Netsuite based on Customer data in Stripe.

To create a customer in NetSuite, name and email address are the mandatory fields. If either name or email address is empty in Stripe or missing then the integration will not process the data.


Next Steps

Configure Item Receipt Flow