Transform to Customer Payment is a powerful action that simplifies the process of converting customer data into payment transactions within the NetSuite platform. By seamlessly integrating customer information with payment functionalities, this action enhances your financial operations and ensures accurate record-keeping. It allows you to efficiently manage customer payments, improving cash flow and reducing administrative overhead. Whether you're a small business or a large enterprise, this action helps you streamline your payment processes, enabling you to focus on what matters most—growing your business.
Configuration
NetSuite - Connection (ver. 1.0.0)
URL
URL of your NetSuite instance.
Account ID
Account ID for NetSuite API.
Consumer Key
Consumer key for NetSuite API.
Consumer Secret
Consumer secret for NetSuite API.
Token ID
Token ID for NetSuite API.
Token Secret
Token secret for NetSuite API.
NetSuite - Configuration (ver. 1.0.0)
Error behavior
The available values are:
-
Fail and return response: The connector fails at the specified line but generates output with error details.
-
Fail without response: The connector fails - the error will be displayed only in the log.
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Do not fail and return response: The connector does not fail but generates output records that may be marked with an error and detailed information.
Input & Output Schema
Input
NetSuite - Transform Customer To Customer Payment Request (ver. 1.6.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the customer record |
| CustomerPayment | NetSuite - Customer Payment v1.5.0 |
No | Represents the payment details associated with the customer in NetSuite |
NetSuite - Customer Payment (ver. 1.5.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Unapplied | Double | Yes | Represents the amount that has not yet been applied to an invoice or transaction |
| TranDate | DateTime | Yes | Indicates the date when the transaction occurred |
| Memo | String | Yes | Contains additional notes or comments related to the transaction |
| Balance | Double | Yes | Shows the current balance of the customer account |
| ClearedDate | DateTime | Yes | Marks the date when the payment was cleared |
| Payment | Double | Yes | Represents the total amount of the payment made |
| ID | String | Yes | Unique identifier for the customer transaction |
| DebitPinBlock | String | Yes | Contains the PIN block for debit transactions |
| InputPnRefNum | String | Yes | Reference number for the payment input |
| Status | NetSuite - Status v1.4.0 |
Yes | Indicates the current status of the transaction |
| CreatedDate | DateTime | Yes | Records the date when the transaction was created |
| ConsolidateBalance | Double | Yes | Represents the consolidated balance across multiple accounts |
| PaymentInstrumentLimit | Double | Yes | Specifies the limit for the payment instrument used |
| PaymentOperation | NetSuite - Payment Operation v1.2.0 |
Yes | Defines the type of payment operation being performed |
| PrevDate | DateTime | Yes | Indicates the previous transaction date |
| CustomForm | NetSuite - Custom Form v1.4.0 |
Yes | Refers to the custom form used for the transaction |
| PaymentDeviceID | String | Yes | Unique identifier for the payment device used |
| ExternalID | String | Yes | External identifier for the transaction |
| UndepFunds | NetSuite - Undep Funds v1.2.0 |
Yes | Represents funds that have not yet been deposited |
| DebitKsn | String | Yes | Key Serial Number for debit transactions |
| ToBeEmailed | Bool | Yes | Indicates whether the transaction details should be emailed |
| CardSwipe | String | Yes | Contains information related to card swiping transactions |
| Cleared | Bool | Yes | Indicates whether the payment has been cleared |
| Applied | Double | Yes | Represents the amount that has been applied to invoices |
| ExchangeRate | Double | Yes | Shows the exchange rate used for currency conversion |
| Pending | Double | Yes | Represents the amount that is pending approval or processing |
| Originator | String | Yes | Identifies the originator of the transaction |
| Total | Double | Yes | Represents the total amount of the transaction |
| TranID | String | Yes | Unique identifier for the transaction record |
| LastModifiedDate | DateTime | Yes | Records the date when the transaction was last modified |
| DynamicDescriptor | String | Yes | Provides a dynamic description of the transaction |
| RefName | String | Yes | Reference name associated with the transaction |
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Contains links to related records or transactions |
| PaymentOption | NetSuite - Ns Resource v1.6.0 |
Yes | Specifies the payment option selected for the transaction |
| Apply | NetSuite - Customer Payment Apply Collection v1.5.0 |
Yes | Represents the application of payments to invoices |
| Credit | NetSuite - Customer Payment Credit Collection v1.5.0 |
Yes | Represents credit transactions related to customer payments |
| Location | NetSuite - ID v1.2.0 |
Yes | Identifies the location associated with the transaction |
| Class | NetSuite - ID v1.2.0 |
Yes | Specifies the class categorization for the transaction |
| Account | NetSuite - ID v1.2.0 |
Yes | Refers to the account associated with the transaction |
| CardholderAuthentication | NetSuite - Ns Resource v1.6.0 |
Yes | Indicates whether cardholder authentication was performed |
| Customer | NetSuite - Customer One Of v1.5.0 |
Yes | Identifies the customer associated with the transaction |
| Department | NetSuite - ID v1.2.0 |
Yes | Specifies the department related to the transaction |
| Currency | NetSuite - ID v1.2.0 |
Yes | Indicates the currency used for the transaction |
| Deposit | NetSuite - Customer Payment Deposit Collection v1.5.0 |
Yes | Represents deposits made against customer payments |
| Aracct | NetSuite - ID v1.2.0 |
Yes | Refers to the accounts receivable account associated with the transaction |
| PostingPeriod | NetSuite - ID v1.2.0 |
Yes | Indicates the posting period for the transaction |
| AccountingBookDetail | NetSuite - Customer Payment Accounting Book Detail Collection v1.5.0 |
Yes | Provides details for accounting books related to customer payments |
| Subsidiary | NetSuite - ID v1.2.0 |
Yes | Identifies the subsidiary associated with the transaction |
| CustomFields | JSON | Yes | Contains custom fields related to the transaction |
NetSuite - Undep Funds (ver. 1.2.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the customer in NetSuite |
| RefName | String | Yes | Display name of the customer used in the connector |
| CustomFields | JSON | Yes | Additional user-defined fields related to the customer |
NetSuite - Payment Operation (ver. 1.2.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the customer in NetSuite |
| RefName | String | Yes | Display name of the customer used in the connector |
| CustomFields | JSON | Yes | Additional custom attributes associated with the customer |
NetSuite - Status (ver. 1.4.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the credit memo |
| RefName | String | Yes | Reference name for the credit memo |
| CustomFields | JSON | Yes | Additional custom data related to the credit memo |
NetSuite - Customer Payment Accounting Book Detail Collection (ver. 1.5.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Provides a link to the NetSuite API for accessing customer data |
| TotalResults | Integer | Yes | Indicates the total number of customer records retrieved |
| Count | Integer | Yes | Represents the number of customer records in the current response |
| HasMore | Bool | Yes | Indicates whether there are more customer records available |
| Offset | Integer | Yes | Specifies the starting point for the next set of customer records |
| Items | NetSuite - Customer Payment Accounting Book Detail Element v1.3.0 |
Yes | Contains the list of customer records retrieved from NetSuite |
| CustomFields | JSON | Yes | Holds any additional custom fields associated with the customer records |
NetSuite - Customer Payment Deposit Collection (ver. 1.5.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Provides a link to the NetSuite instance for reference |
| TotalResults | Integer | Yes | Indicates the total number of customer records retrieved |
| Count | Integer | Yes | Represents the number of customer records in the current response |
| HasMore | Bool | Yes | Indicates whether there are more customer records available |
| Offset | Integer | Yes | Specifies the starting point for the next set of customer records |
| Items | NetSuite - Customer Payment Deposit Element v1.3.0 |
Yes | Contains the list of customer payment deposit records |
| CustomFields | JSON | Yes | Holds any additional custom fields related to the customer records |
NetSuite - Customer One Of (ver. 1.5.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Customer | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a customer in NetSuite |
| Partner | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a partner in NetSuite |
| Vendor | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a vendor in NetSuite |
| NsResource | NetSuite - Ns Resource v1.6.0 |
Yes | Identifier for a resource in NetSuite |
| Employee | NetSuite - ID v1.2.0 |
Yes | Unique identifier for an employee in NetSuite |
| Contact | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a contact in NetSuite |
NetSuite - Customer Payment Credit Collection (ver. 1.5.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Provides a link to the NetSuite API for customer data access |
| TotalResults | Integer | Yes | Indicates the total number of customer records retrieved |
| Count | Integer | Yes | Represents the number of customer records in the current response |
| HasMore | Bool | Yes | Indicates if there are more customer records available for retrieval |
| Offset | Integer | Yes | Specifies the starting point for the next set of customer records |
| Items | NetSuite - Customer Payment Credit Element v1.3.0 |
Yes | Contains the list of customer payment credit records retrieved |
| CustomFields | JSON | Yes | Holds any additional custom fields associated with the customer records |
NetSuite - Customer Payment Apply Collection (ver. 1.5.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Provides a link to the NetSuite instance for API calls |
| TotalResults | Integer | Yes | Indicates the total number of customer records available |
| Count | Integer | Yes | Represents the number of customer records returned in the current response |
| HasMore | Bool | Yes | Indicates whether there are more customer records to retrieve |
| Offset | Integer | Yes | Specifies the starting point for the next set of customer records |
| Items | NetSuite - Customer Payment Apply Element v1.3.0 |
Yes | Contains the list of customer records retrieved from NetSuite |
| CustomFields | JSON | Yes | Holds any additional custom fields associated with the customer records |
NetSuite - Customer Payment Accounting Book Detail Element (ver. 1.3.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Represents the connection link to the NetSuite instance |
| ExchangeRate | Double | Yes | Indicates the current exchange rate for currency conversion |
| RefName | String | Yes | Contains the reference name for the customer record |
| Subsidiary | NetSuite - ID v1.2.0 |
Yes | Identifies the subsidiary associated with the customer |
| AccountingBook | NetSuite - Ns Resource v1.6.0 |
Yes | Specifies the accounting book linked to the customer |
| CustomFields | JSON | Yes | Holds any custom fields related to the customer record |
NetSuite - Customer Payment Deposit Element (ver. 1.3.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Represents the connection to the NetSuite instance |
| DepositDate | DateTime | Yes | Indicates the date of the deposit transaction |
| Total | Double | Yes | Specifies the total amount of the transaction |
| RefNum | String | Yes | Contains the reference number for the transaction |
| Apply | Bool | Yes | Indicates whether the transaction is applied |
| CurrencyName | String | Yes | Specifies the currency used in the transaction |
| Remaining | Double | Yes | Represents the remaining balance after the transaction |
| RefName | String | Yes | Contains the name associated with the reference number |
| Doc | NetSuite - Ns Resource v1.6.0 |
Yes | Represents the document related to the transaction |
| CustomFields | JSON | Yes | Contains any additional custom fields for the transaction |
NetSuite - Customer Payment Credit Element (ver. 1.3.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Represents the link to the NetSuite customer record |
| Amount | Double | Yes | Indicates the amount associated with the customer transaction |
| Total | Double | Yes | Represents the total amount for the customer transaction |
| CreditDate | DateTime | Yes | Specifies the date when the credit was issued |
| RefNum | String | Yes | Contains the reference number for the transaction |
| Apply | Bool | Yes | Indicates whether the transaction is applied to the customer account |
| Due | Double | Yes | Represents the amount due from the customer |
| CreatedFrom | String | Yes | Identifies the source document from which the customer record was created |
| Line | Integer | Yes | Represents the line number in the transaction |
| AppliedTo | String | Yes | Specifies the entity to which the transaction is applied |
| Currency | String | Yes | Indicates the currency used for the transaction |
| Type | String | Yes | Describes the type of transaction related to the customer |
| RefName | String | Yes | Contains the name associated with the reference number |
| Doc | NetSuite - Ns Resource v1.6.0 |
Yes | Represents the document related to the customer transaction |
| CustomFields | JSON | Yes | Contains any custom fields associated with the customer record |
NetSuite - Customer Payment Apply Element (ver. 1.3.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Represents the link to the NetSuite customer record |
| DiscDate | DateTime | Yes | Indicates the date when the discount is applied |
| Amount | Double | Yes | Specifies the total amount associated with the customer |
| Apply | Bool | Yes | Indicates whether the discount should be applied |
| Line | Integer | Yes | Represents the line number in the transaction |
| CreatedFrom | String | Yes | Identifies the source document from which the customer was created |
| Type | String | Yes | Specifies the type of transaction related to the customer |
| DiscAmt | Double | Yes | Indicates the amount of discount applied to the transaction |
| Total | Double | Yes | Represents the total amount after discounts are applied |
| ApplyDate | DateTime | Yes | Indicates the date when the discount is applied |
| RefNum | String | Yes | Represents the reference number for the transaction |
| Due | Double | Yes | Specifies the amount due from the customer |
| Currency | String | Yes | Indicates the currency used for the transaction |
| Disc | Double | Yes | Represents the total discount amount applicable |
| JobName | String | Yes | Identifies the name of the job associated with the customer |
| RefName | String | Yes | Represents the name associated with the reference number |
| Doc | NetSuite - Ns Resource v1.6.0 |
Yes | Represents the document related to the customer transaction |
| CustomFields | JSON | Yes | Contains any custom fields associated with the customer record |
Output
NetSuite - Response (ver. 1.0.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| StatusCode | Integer | No | HTTP status code returned by the NetSuite API indicating the result of the operation |
| IsError | Bool | No | Indicates whether there was an error during the operation |
| Message | String | Yes | Error or status message providing additional information |
Status Code
- 200 Success
- 400 Bad request
- 404 Not found
- 500 Server error