Migrate from v2 to Cash Application Manager IO

Note: The name “SmartConnector” has changed to the “Integration App” as they are built on our Integration Platform as a Service (iPaaS), integrator.io.

Prerequisite: CAM V2 bundle (40598) and Integrator.io bundle (20038) should be installed in the NetSuite account.

Note: There are multiple ways to identify the IO records vs V2 records. Using the Bundle ID they are created from or the name. The IO records have a space between Cash and App wherein the V2 records do not. 

• Celigo Cash App Invoice (IO record)
• Celigo CashApp Invoice (V2 record)

Migration steps

Step 1: Create saved searches

Create saved searches for Celigo CashApp Batch, Celigo CashApp Transaction, Celigo CashApp Invoice, and Celigo CashApp Credit Memo records. You can select the filter criteria based on the requirement (How much needs to be backed up). In the results criteria, please add all the required fields (See below screenshot for the mandatory fields).

List of Mandatory fields which should be added in Results tab for all the records:

Celigo CashApp Batch

Celigo CashApp Transaction

Celigo CashApp Invoice

Celigo CashApp Credit Memo

Step 2: Download the results of all the above-saved searches in CSV format.

Once the saved searches are created, download all the results in CSV format. We will use these files later to load the data back to NetSuite.

Step 3: Delete the ‘Celigo Job’ field under Celigo CashApp Batch, Celigo CashApp Transaction, Celigo CashApp Invoice and Celigo CashApp Credit Memo records.

1. To delete, Navigate to Customizations: > Lists, Records & Fields > Record Types > Filter with Bundle ‘40598’.
2. Edit each record mentioned above.
3. Delete the ‘Celigo Job’ field under it.

Note: To avoid duplicate fields, we must delete this field under all of these records as we add a new Celigo Job field from the supporting bundle (308206).

Step 4: Install Cash Application Manager for NetSuite (IO) bundle(157492) in NetSuite 

• The next step is to install the CAM IO Bundle. Once this bundle is installed, there will be a lot of changes you can observe on the CashApp Transaction record.
• A few field values will be removed. New fields get added.

Important: Notice here is that all the fields/records are now pointed to CAM IO bundle (The ones installed/created using the V2 bundle)

Step 5: Install a supporting bundle (308206) with the new records to be created

1. Once the CAM IO bundle is installed, as mentioned all the records will point to CAM IO bundle and no longer can be used by V2 flows. 
2. This supporting bundle will have all the records/fields that are needed for V2 to work properly again.
3. Please note that this bundle is Shared and access to the bundle is needed. TICs should request the Product team to get access.

Step 6: Configure the Cash App Tile in your IO account.

Now, Install the Cash Application Manager (IO) IA in the integrator.io platform to configure the new settings as needed.

Step 7: Update the User Event scripts created by V2 bundle to point to the newly created records for V2 processing. These would be updated to point to IO records after the IO bundle is updated

1. Before we proceed to use the V2 flows again, we need to update the deployments created by the V2 bundle to point to right records.
2. To update the deployments, Navigate to Customizations > Scripting > Scripts and filter with the bundle id 40598.
3. Update deployment under Celigo CashApp Batch User Event Handler script with Celigo CashApp Batch
4. Update deployment under Celigo CashApp Trans User Event Handler script with Celigo CashApp Transaction
5. Update deployment under Celigo CashApp Inv User Event Handler script with Celigo CashApp Invoice
6. Update deployment under Celigo CashApp CM User Event Handler script with Celigo CashApp Credit Memo

Note: You may observe it might point to Celigo Cash App Transaction, but we need to change that to Celigo CashApp Transaction while updating. (Identify the difference between IO and V2 records with a space in between Cash and App)

Step 8: Undeploy the above deployments until the V2 data is recreated in the newly added records. 

For this, Navigate to Customizations > Scripting > Scripts and filter with the bundle id 40598 and edit the deployment and uncheck the ‘Deployed’ checkbox and save.

Note: If these deployments are active, the transactions created using the data loader (mentioned in the later steps) will be reprocessed again creating confusion.

Step 9: Install the supporting template provided in the IO account and configure the NetSuite Connection.

A template with 6 flows in total (4 Data loader and 2 DIY) should be installed in the Customer’s IO account and these are used to reload the data of v2 records.

Step 10: Load the V2 data to Batches, Transactions, Invoices and Credit Memos using the IO flows provided in the Zip (4 data loader flows)

Sequence to run these flows:

1. CAM V2 - Batch Data Import
   1. This flow loads all the CashApp Batch records data. 
   2. Enable the flow and edit the Export. Then provide the file by clicking on the ‘Select File (Optional)’ button.
   3. View the mappings and make sure all the fields needed are mapped (All the fields are mapped already. Click on the Refresh icon beside the ‘Import Fields (NetSuite)’ on the top.
   4. You can know something is not correct if any field has id and not the name of the field.
2. CAM V2 - Transaction Data Import
   1. This flow loads all the CashApp Transaction records data. 
   2. Enable the flow and edit the Export. Then provide the file by clicking on the ‘Select File (Optional)’ button.
   3. View the mappings and make sure all the fields needed are mapped (All the fields are mapped already. Click on the Refresh icon beside the ‘Import Fields (NetSuite)’ on the top.
   4. You can know something is not correct if any field has id and not the name of the field.
3. CAM V2 - Invoice Data Import
   1. This flow loads all the CashApp Invoice records data. 
   2. Enable the flow and edit the Export. Then provide the file by clicking on the ‘Select File (Optional)’ button.
   3. View the mappings and make sure all the fields needed are mapped (All the fields are mapped already. Click on the Refresh icon beside the ‘Import Fields (NetSuite)’ on the top.
   4. You can know something is not correct if any field has an ID and not the name of the field.
4. CAM V2 - Credit Memo Import
   1. This flow loads all the CashApp Credit Memo records data. 
   2. Enable the flow and edit the Export. Then provide the file by clicking on the ‘Select File (Optional)’ button.
   3. View the mappings and make sure all the fields needed are mapped (All the fields are mapped already. Click on the Refresh icon beside the ‘Import Fields (NetSuite)’ on the top.
   4. You can know something is not correct if any field has id and not the name of the field.

Step 11: Create a saved search to pull all the Customer Payments created in the same period (as the CAM v2 transactions) and make sure we add CashApp Transaction, Celigo CashApp Transaction and CashApp V2 Transaction fields in Results.

Step 12: Run the ‘NetSuite Customer Payment V2 Id Flow #1’ provided in the Zip file

1. This flow and the next one is used to link the Native Transactions to the newly created V2 Transactions using the data loader.
2. Saved search in the export page needs to be selected by the user as the current one points to a wrong saved search.

Step 13: Under Transaction Body fields, update ‘CashApp Transaction’ field type

1. Update the ‘CashApp Transaction’ field under Transaction Body fields to point to the newly created Celigo CashApp Transaction record. [Look for space]
2. You will see a warning when you try to change this. You can still go ahead as this will delete the content in the field and we already backed up the data in another field using the ‘NetSuite Customer Payment V2 Id Flow #1’
   

Step 14: Run the ‘NetSuite Customer Payment V2 Id Flow #2’ provided in the Zip file

1. This will get the transaction ID to get mapped to the correct CashApp Transaction record and this will link the payment to the new CashApp Transaction record.
2. Use the same saved search that is used in ‘NetSuite Customer Payment V2 Id Flow #1’

Step 15: Once the data is loaded, we need to redeploy the CAM v2 deployments that were undeployed earlier

1. After all the data is loaded, Navigate to each deployment and check the Deployed checkbox and save.
2. Navigate to Customizations > Scripting > Scripts and filter with the bundle id 40598 and edit the deployment for each of the scripts and check the ‘Deployed’ checkbox and save.

Step 16: Get the ‘Native Transactions’ tab

To get the ‘Native Transactions’ tab under the newly created ‘Celigo CashApp Transaction’ record,

1. Navigate to Customizations > Lists, Records, Fields > Record Types > Filter with Bundle #308206.
2. Click on ‘Celigo CashApp Transaction’ to edit.
3. Under Child Records, select Native Transactions against Transaction.

Step 17: Edit one of the Center Tabs to point to the newly created V2 records

1. You will see two Tabs for Cash Application Manager in the Center Tabs. Both will be pointing to the CAM IO records. We need to update one to point to V2 records.
2. Navigate to Customisations > Center and Tabs > Center Tabs > Select the ‘Cash Application Manager’ one with Bundle ID ‘40598’
3. Edit the Name as needed (something like ‘Cash Application Manager V2’) to differentiate it from CAM IO one.
4. Also, edit the Records to point to the latest v2 records.

The template is being provided to the Customers to run the data export from the old v2 records to new v2 records (data backup). For this, most of the customers will not have license to enable/use all the flows. We need to either provide a license to them or make sure we are using one flow at a time (enabled)