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Linking an Existing Customer in Stax Bill to an Account in NetSuite

Corey Syrnyk
  • Updated

If you have multiple customers you would like to link, use our NetSuite bulk job to import them. See Managing NetSuite Customers.

  1. In Stax Bill, navigate to the integration management settings on the customer.net_latch.png
  2. Click the Linked Button under NetSuite.
  3. On the NetSuite tab, click Connect Customer.netsuite_sync.png
  4. Select Latch to existing customer and click Next.
  5. Enter the NetSuite ID. Click Next.
  6. Select the timing of the financials to be synched. Click Connect.net_timing.png

 

Once linked, Stax Bill creates a bulk job to sync all the information on this customer to NetSuite. If this customer was previously connected, Stax Bill would reuse existing IDs for entities such as the subscription, subscription products, purchases, and invoices where possible.