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NetSuite Sync: Best Practices for Customers

General

  • All parent customers in a given hierarchy must be accessible by a given subsidiary in order to sync child customer.  See Hierarchy Best Practice Example for an example.
  • Enabling access for a vendor will cause sync errors when that vendor is updated in Bill.com.
  • Vendors with access enabled need to be managed in NetSuite.

From NetSuite to Bill.com

  • Customer ID cannot be longer than 20 characters.  Any additional characters will be ignored automatically when a customer syncs from NetSuite to Bill.com.

From Bill.com to NetSuite

  • For customers of type: Company, Company Name is required to sync to NetSuite.
  • For customers of type: Individual, First Name and Last Name are required to sync to NetSuite.
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