Sync NetSuite refunds to BigCommerce from quickstart integration template

Contents

• BigCommerce-NetSuite quickstart integration template features
• Before you install
• Choose and install your template
• Set up and install the BigCommerce - NetSuite quickstart integration template
• Get started with the quickstart integration template
• Understand the "NetSuite refunds to BigCommerce refunds" flow
• Before you run the flow
• Step 1: Install the NetSuite integration bundle (349791)
• Step 2: Define an input filter
• Step 3: Update the saved search
• Step 4: Change transformation rules
• Step 5: Other configurations
• Run the flow

The BigCommerce - NetSuite quickstart integration template allows you to integrate your BigCommerce stores with NetSuite. This is to ensure timely order fulfillment, accurate product availability, and real-time visibility into order status. The BigCommerce - NetSuite quickstart integration template comprises a set of pre-built integration flows. These flows help you to sync information on sales orders, customers, refunds, products, shipments, invoices, and cancellations between BigCommerce and NetSuite.

BigCommerce-NetSuite quickstart integration template features

• Order management: View and manage orders in NetSuite as soon as shoppers check out.
• Shipment: Leverage advanced fulfillment logistics features in NetSuite to send real-time updates on shipping statuses of orders like ‘pick,’ ‘pack’ or ‘ship’ to customers.  
• Billing: Syncs billing information as sales invoices between BigCommerce and NetSuite.
• Cancellations and refunds: Manage cancellations and refunds within NetSuite and publish statuses in BigCommerce and vice-versa.
• Products: Manage your item catalog centrally in NetSuite and automatically publish product listings to BigCommerce. Keep your BigCommerce store up-to-date with an accurate list of products in your product listings. 

Before you install

Keep your BigCommerce and NetSuite account credentials ready:

BigCommerce APIs and authentication: Before you set up a BigCommerce connection from the integration tile, ensure that you have the API and authentication details for your BigCommerce app. Refer to the BigCommerce help documentation to know more about APIs and Authentication.

Choose and install your template

Find your quickstart integration template in Marketplace

1. Sign up or Sign in to your integrator.io account. 
2. At the top, click Marketplace.
3. Scroll through the catalog and click on the NetSuite or BigCommerce integration tiles.
4. Click on the BigCommerce - NetSuite (Template) integration tile.
5. Click Install from the BigCommerce - NetSuite quickstart integration template tile.
6. The “Install template” window displays the list of components that it would create in your integrator.io account once the BigCommerce - NetSuite quickstart integration template is successfully installed.
   
   Note: Click View Readme to read more details and understand the setup instructions.
7. Click Install now.

Set up and install the BigCommerce - NetSuite quickstart integration template

You need to set up connections using your BigCommerce and NetSuite credentials to integrate the two apps.

Configure BigCommerce connection

To configure and set up your BigCommerce connection, refer here. 

Configure NetSuite connection

To configure and set up your NetSuite connection, refer here.

Get started with the quickstart integration template

Now that you’ve installed your quickstart integration template in your integrator.io account, understand how to configure and run your flows:

• To familiarize yourself with the Integration tile refer to the article Understand how to use your integration tile.
• To know more about how to schedule or run a flow, refer to the article on Schedule or Run Data Flows. 
• To know how to use the flow-dashboard, refer to the article Understand your dashboards.
• To understand template management, refer to Delete or restore a quickstart integration template.

Understand the "NetSuite refunds to BigCommerce refunds" flow

You can refund a BigCommerce order by creating a cash refund or credit memo transaction in NetSuite. From the BigCommerce - NetSuite quickstart integration template, when you run the “NetSuite refunds to BigCommerce refunds” flow, the flow syncs the refund information such as status, refund method, line-level components, shipping refund details, and payment method. The flow also changes the BigCommerce order status to “Refunded” or “Partially Refunded” appropriately.

The following are the two use cases supported by the integration app:

• Export a cash refund from NetSuite to BigCommerce
• Export a credit memo from NetSuite to BigCommerce

Before you run the flow

Important: The steps in this section are applicable only if you have synced your orders using the “BigCommerce Order to NetSuite Order Add” of the BigCommerce - NetSuite Integration App and if you are leveraging the “NetSuite refunds to BigCommerce refunds” flow of the BigCommerce - NetSuite quickstart integration template to sync refunds.

Tip: If you sync your orders using the “BigCommerce order to NetSuite sales order” flow of the BigCommerce - NetSuite quickstart integration template, modify the NetSuite custom fields appropriately.

Step 1: Install the NetSuite integration bundle (349791)

The integration bundle manages the NetSuite custom fields specific to these templates automatically for you. By re-configuring the NetSuite connection, you will be able to see the appropriate saved search in the “Get NetSuite customer refunds” export. Complete this installation before running the flows in your newly installed template. 

1. Sign in to your NetSuite account.
2. From the Customization menu, select Suite bundler > Search and install bundles.
3. Enter the bundle ID (349791) into the Keywords field, and click Search.
4. Select this bundle, and click 349791. The installation process could take a while. 

Step 2: Define an input filter

1. Sign in to your integrator.io account and navigate to your quickstart integration template tile.
2. Navigate to Flows.
3. Click on the “NetSuite refunds to BigCommerce refunds” flow.
4. On the Flow Builder page, in the “Import BigCommerce refunds” import, click on the “input filter” icon.
   
   
   
   
5. Define the input filter as follows:
   record.bigcommerce_store_id equals BigCommercestorehash(3rdeg20)
   
   
   
   
6. Click Save & Close.

Step 3: Update the saved search

Prerequisite: Be sure to add the appropriate saved search criteria. Example: Channel: BigCommerce, Store: Select the respective store. 

1. Click on the “NetSuite refunds to BigCommerce refunds” flow.
2. On the Flow Builder page, click the “Get NetSuite customer refunds” export.
3. In the “What would you like to export?” section, in the Saved search type* field, select Public.
4. From the Saved searches* drop-down list, select the appropriate Integration App refund saved search from the NetSuite bundle saved search (349791). Example: Celigo [AT] NetSuiteToBigCommerce Refunds.
5. Click Save & Close.

Step 4: Change transformation rules

1. Click on the “NetSuite refunds to BigCommerce refunds” flow.
2. On the Flow Builder page, next to the “Get NetSuite customer refunds” export, click on the transformation rules icon.
   
   
3. Change the transformation rule as follows:
   

   Existing	*.bigcommerce_orderlineid	item[*].bigcommerceitemid
   Update to	*.bigcommerce_item_id	item[*].bigcommerceitemid

4. Update the other transformation rules as per your business needs.
5. Click Save & Close.

Step 5: Other configurations

• Update the mapping "payments[*].offline" in the flow either to true or false, as per your business needs. As per BigCommerce API Documentation, this field lets you know if the payment was marked as offline or performed through an online payment service.
• Configure a static map for the mapping payments[*].provider_id in the flow. This mapping defines the method through which refund is processed

Run the flow

Prerequisite: Sales orders in NetSuite and orders in BigCommerce should be the same. BigCommerce orders should be stored as a custom field in NetSuite sales orders.

1. Sign in to your NetSuite account.
2. Refund an appropriate BigCommerce order in NetSuite.
3. Sign in to your integrator.io account and navigate to your quickstart integration template tile.
4. Run the “NetSuite refunds to BigCommerce refunds” flow.
5. In BigCommerce, the status of the order is changed to “Refunded” and the refund processing information is updated on the order along with the payment method.