(Beta) Invoicing with NetSuite
Metronome's NetSuite integration combines NetSuite billing with Metronome's usage aggregation and pricing capabilities. With support for NetSuite Sales Orders, Metronome can align with your existing CRM system and also generate invoices to bill your customers.
Learn how to set up and configure an integration with NetSuite.
To set up a NetSuite integration, please contact your Metronome representative.
1. Connect NetSuite
Metronome uses Workato to handle the NetSuite connection. Complete the Connect to NetSuite on Workato steps to begin the NetSuite-to-Metronome integration.
In step 5, "Create access token", grant these permissions:
- Under Transactions, Full level on Credit Memo, Invoice, and Sales Order
- Under Lists, Full level on Address List in Search, Customers, Items, and Subsidiaries
- Under Setup, Full level on everything
The final step creates the actual Workato connection to NetSuite. Now you can configure the integration within Metronome.
2. Configure NetSuite in Metronome
The integration relies upon custom fields and entity mapping. This process ties your Metronome data to the data NetSuite requires.
Use the Metronome app or API to add two custom fields:
internal_entity_id
on the Customer entitynetsuite_internal_item_id
on the Charge entity
Unique values are not required for either.
With the custom fields created, map them to NetSuite's fields. Do this in the Metronome app using the values in this table.
NetSuite Entity | NetSuite Key | Metronome Entity | Metronome Key |
---|---|---|---|
SalesOrder | internal_entity_id | Customer | internal_entity_id |
CreditMemo | internal_entity_id | Customer | internal_entity_id |
SalesOrder.Items | internal_id | Charge | netsuite_internal_item_id |
CreditMemo.Items | internal_id | Charge | netsuite_internal_item_id |
3. Configure charges
With the custom fields defined and the mappings established, the next configuration step is to assign values to the custom fields. For example, populate netsuite_internal_item_id
on each of your charges with your NetSuite SKUs. You can do this using the /customFields/setValues endpoint.
4. Provision customers
To invoice customers using Metronome and NetSuite, create the necessary customers in Metronome using the Metronome app or the API. Then assign values to the netsuite_internal_customer_id
custom field. This ties your NetSuite customer records to your Metronome customer entities.
Now you can invoice any provisioned customer.
5. Invoice customers (automatic)
With a customer fully provisioned, an invoice will be finalized at the end of their service period. Once the invoice is finalized, Metronome pulls the relevant information and inserts this into NetSuite.