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Customer Payments import,

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8 comments

  • Official comment
    Kate Larson Community moderator Principal Technical Writer
    Celigo University Level 3: Master

    Hi TJ Tyrrell,
    One of our internal experts suggests:

    1. Go into the options for the mapping and check "Use as a key field to find existing lines" for the Document Number field. The document number you populate here will identify the line.
    2. Add a mapping to the Apply field to set it to a hardcoded true.

    Let us know how that goes for you!

  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hi TJ Tyrrell,

    Could you provide more information on your integration - what applications are you using? Thanks!

    0
  • TJ Tyrrell
    Celigo University Level 2: Seasoned
    Salesforce-NetSuite IA Certification
    Engaged

    Hello again, Courtney!

    Thank you for reaching out.

    Source Application is MS SQL, it has a payment record stored in the DB and we want to take that data and create a Customer Payment record against existing Invoices in NetSuite.

    0
  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hello again to you TJ Tyrrell :),

    I'm checking on this and will get back to you as soon as possible.

    0
  • TJ Tyrrell
    Celigo University Level 2: Seasoned
    Salesforce-NetSuite IA Certification
    Engaged

    I had made some progress (I thought) after joining an office hours, but then the old error started coming back up and I can't figure out where my progress went :( 

    0
  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hi TJ Tyrrell,

    I'm sorry to hear that. Have you gained back your progress yet with working with office hours experts? If you've found something that works, we'd love it if you'd share it with us!

    0
  • Jon Ureta Referral Partner NetSuite Integration Whiz Salesforce Integration Whiz
    Engaged
    Celigo University Level 4: Legendary

    Hi All,

    Can you share how this is done?

    0
  • Kate Larson Community moderator Principal Technical Writer
    Celigo University Level 3: Master

    Hi Jon Ureta -
    I wanted to make sure you saw this recommendation in case you haven't tried it:

    1. Go into the options for the mapping and check "Use as a key field to find existing lines" for the Document Number field. The document number you populate here will identify the line.
    2. Add a mapping to the Apply field to set it to a hardcoded true.

    Also, signing up for an Office Hours session with one of our solutions consultants may be an option for you. 

    Thanks,

    Kate

     

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