When a draft customer is created in Stax Bill, the customer information is sent to NetSuite.
The mapped information is sent into NetSuite based on the mappings and settings selected within Stax Bill.
The Field Mapping page determines the relationship between the items in Stax Bill and NetSuite. Turning on address mapping will update the address contained in the customer's NetSuite address.
Note: The Stax Bill address will be considered the main address; whenever it is altered, it will be updated in NetSuite.
Custom fields can also be mapped from Stax Bill to NetSuite on the Field Mappings page.
To verify a customer is linked to NetSuite, navigate to the customer overview page.
Note: NetSuite contains character limits on fields. Staxbill will truncate fields based on the NetSuite settings to avoid errors.