Understand the NetSuite Integration

The NetSuite integration connects Maxio to NetSuite so that customers, invoices, credit memos, payments, refunds, items, and deposits sync between the two systems, keeping your general ledger aligned with your Maxio data.

What you can do with the NetSuite integration

The NetSuite integration lets you:

• Connect Maxio to NetSuite using a dedicated NetSuite integration role, a token-based integration record, and an access token.
• Control which records sync using individual sync steps for currencies, accounts, payment terms, payment methods, tax schedules, tax rates, items, customers, transactions, invoices, credit memos, payments, refunds, and deposits.
• Map custom drop-down fields between Maxio and NetSuite.
• Apply Credit Applications automatically as bridge payments between credit memos and invoices.
• Set up multi-currency support, if your account uses it.
• Monitor sync status, review alerts and pending items, and manually trigger a sync from the NetSuite dashboard in Maxio.
• Choose how the integration handles a sync error: stop the current run, or log the error and continue through the remaining steps.

How data moves between Maxio and NetSuite

Each record type (customers, invoices, credit memos, payments, refunds, items, and more) has its own sync step, which can be a Get step (retrieves records from NetSuite into Maxio), a Send step (sends records from Maxio to NetSuite), or both. Sync steps can be toggled on and off independently, and most support field mappings that control which Maxio fields correspond to which NetSuite fields.

Syncs run automatically on the schedule you configure, or can be triggered manually at any time.

For the full list of sync steps, what each one does, and how they map fields between Maxio and NetSuite, see Sync Data Between Maxio and NetSuite.

Things to know before you start

A few behaviors are worth knowing up front:

• Some sync steps and fields require Maxio support to enable, rather than being self-service (for example, the Get Transactions step, used for Analytics-only accounts).
• Multi-currency support requires additional setup in both NetSuite and Maxio, and only applies if your account already has multi-currency enabled. See Set Up Multi-Currency for the NetSuite Integration.
• Credit Applications are set to Do Not Sync by default. See How credit applications sync between Maxio and NetSuite.
• A NetSuite sync error stops the rest of that sync run by default, unless Continue On Error is enabled. See Sync stops after the first error.

Related information

To connect the integration, see Setup the NetSuite Integration.

To configure sync settings, see Configure the NetSuite Integration.

To monitor and run syncs day-to-day, see Monitor and Run NetSuite Syncs.