Description:

Get the list of customers from Stripe with the last exported date and create or update the customer in NetSuite.

• Once the flow is scheduled it gets the list of customers from Stripe using delta export (Delta – export only data created/updated since the last time the flow ran, based on a given date field) by the last export date.
• The output filter checks if the email is not empty only then it passes to the next import.
• The process then verifies if the customer already exists in NetSuite using the filter [["custentity_nm_stripe_customer_id","is","{{{id}}}"],"OR",["email","is","{{{email}}}"]]. If a matching customer is found, their information in NetSuite is updated with the latest data from Stripe. Otherwise, if no existing customer is found, a new customer entry is created in NetSuite to mirror the customer in Stripe.

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

• 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: 

• Create Customer in Stripe
  • Maps the subsidiary, name, email and external id(unique identifier) which will be the Stripe Customer Id
  • Etail customer id is also mapped to the customer Id from Stripe
  • Sets the customer to either individual or company
  • A static lookup is used to identify the primary currency. If the currency does not match the import errors out
• Update NS Customer with Stripe Customer ID
  • Updates the NetSuite Customer with the Stripe Customer Id
  • NetSuite Customer Portal URL: This URL holds the stripe customer portal  link. After a set number of days the existing link expires then the suitelet is triggered to get the new link in place of the existing link. 

The suitelet is by default NOT DEPLOYED with the bundle installation. User has to manually deploy the script to run.This is the suitelet script for it: novamoduleStripeCustomerPortalLink. Once the script is deployed an external url is generated, add “&strCustId={{customer}}” to the generated url and  map this updated external url against NetSuite Customer Portal URL in mappings. This URL redirects to the Stripe Customer Portal where the customer has access to the invoices, payment methods and billing information.

Note:

Make sure that the Stripe Customer Portal URL is populated, if not run the Add/Update Stripe Customer Portal URL on the Customer record in NetSuite flow so that the field gets populated.