NetSuite Customer Financials to Zendesk Organization

EXPORT FINANCIALS (NetSuite to Zendesk Support)

The financials export flow provides back office visibility in Zendesk. The flow brings financial information associated with a NetSuite Customer to the Zendesk Organization. This information is saved in custom fields in Zendesk. This is a batch flow and the frequency for running it can be configured.

The following information is synced from NetSuite to Zendesk Support:

• Credit Hold
• Balance
• Overdue Balance
• Unbilled Orders
• Days overdue
• Credit limit
• Currency

Note: Only header level data is exported from NetSuite to Zendesk Support.

The "NetSuite customer financial flow to Zendesk organization" is a batch flow. It is setup to run once every 15 mins. This can be changed by clicking on the clock icon.

The user can choose how frequently they want to run this batch flow.

If the user wants to manually trigger this batch flow, they can do that as well. In the Integration App, go to Flows > Financial sync > NetSuite customer financials to Zendesk organization > click Run.

In the Zendesk account, the users will start seeing the NetSuite related fields added by the Zendesk Support integration app for an Organization as well as the sidebar which will show NetSuite related details for the customer in the ticket details view.

The agent can customize which NetSuite fields they want to see on the Ticket view by clicking on the “Customize” link.

Based on the flows which are enabled in the integration app settings, data will flow between the two systems.

For example, if the NetSuite Customer to Zendesk Organization flow is enabled then every time a new Customer is created in NetSuite it will be synced in real time to Zendesk as an Organization. The user can also edit an existing Customer in NetSuite and save it triggering the flow to Zendesk.

NetSuite Financials to Zendesk Organization

Make sure that the Integrator settings are saved and observe that the flow is successful.

The Zendesk record is updated with the financial information from NetSuite.

Data Mapping

NetSuite Financials to Zendesk Organization