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You can define and manage native integrations for sending your end customer Bills generated in m3ter, into your NetSuite system: This topic also includes a reference section sets out the mappings for a m3ter - NetSuite integration:

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Creating the Integration

You can quickly set up a native NetSuite integration in the Console.
Important! Notes and Warnings:
  • Warning: Completing Prerequisities! We strongly recommend that you first review Completing NetSuite Integration Prerequisites when setting up an integration with your NetSuite instance.
  • Note: Reviewing Integration Runs! When you’ve set up an integration with NetSuite for your Organization in your production environment, you can review details of the integration runs performed for the integration. See Reviewing Integration Run Details.
  • Note: Accounting Products? Many line item types can be mapped to specific Accounting Products to serve your revenue recognition and accounting purposes. Where this is the case, the integration will use the assigned Accounting Products.
  • Warning: Credit or Debit Line Items on Bills! If you are using NetSuite’s Advanced Revenue Module (ARM) and have added Credit or Debit line items to Bills, then please ensure you enter Service Period start and end dates for these line items. This is a NetSuite requirement when using ARM and a Bills integration will not run correctly if you omit these dates.
To define a m3ter - NetSuite integration:
  1. Select Integrations:
The Integrations page opens with All selected by default.
  1. Select Netsuite:
The Integrations>NetSuite page opens.
  1. On the Configurations panel, select Configure new integration>Configure bill integration:
The Create page opens and the Entity type - Bill and External system - NetSuite are shown at the top of the page.
  1. Use the Global configuration panel to:
  • Enter a Name for the Integration. This is required and is useful if you intend to create multiple Integrations for the same External system/Entity Type and need to clearly differentiate them.
  • Select the Accounts you want the integration to apply to:
    • Account ids. Select the Accounts you want to include - all selected Accounts are treated as allowed for the integration.
    • Restricted account ids. Select the Accounts you want to exclude - all selected Accounts are treated as not allowed for the integration.
Notes:
  • If you want to include all Accounts in the integration, leave both Accounts ids and Restricted account ids empty.
  • Any filtering by Account ids you define using these settings to control which Accounts the integration runs for will be in addition to any filtering you define using the Account filter option - see the following step for Entity Configuration options.
  • Select Users for Email notifications if disabled:
    • Integration disabled notification users. Select Organization Users you want to receive an Email notification if the integration is automatically disabled.
Notes:
  • An integration is automatically disabled if there have been 20 successive previous error Event responses to earlier attempts to run the integration. See Reviewing and Resolving Integration Events for more details.
  • If you select Organization Users to receive an Email notification when the integration is automatically disabled, their User id will be listed under Configuration Data on the Integration Details page.
  1. Use the Entity configuration panel to configure the m3ter entity you will be synchronizing with for the integration. In the case of an outbound Bill integration, this entity will be the Bill generated for a customer Account in m3ter:
  • Only send bill on approval. Enable this if you only want Bills to be sent when they have been approved. If disabled, the Bill will be sent every time it is regenerated. Default is disabled. Note that:
    • The frequency of Bills sent will depend on the billing frequency defined for the Account Plan attached to the Account - such as daily/weekly/monthly/annually.
    • If an Account has a Prepayment on it and the billing for Prepayment fees is configured to run on a customized schedule, Bills will be sent when scheduled Bills are generated.
    • If a Bill is manually recalculated the updated Bill will be sent.
    • If you enable this, then the integration will not run for all Bill Jobs.
  • Use external mapping account code. Enable this if you want the integration to look in the External Mappings for the Account identifier, which means you can use an external Id. If this is disabled, the m3ter Account Id is used. Default is disabled*.*
  • Excluded line item types. Filter the Bill line item types you send to the externalsystem. For example, only send charges or credits and exclude all other line items*.*
Warning: Credit and Debit line items on Bills! If you are using the NetSuite Advanced Revenue Module (ARM) and you’ve set up the integration to include CREDIT_MEMO and DEBIT_MEMO line items and you have added Credit or Debit line items to Bills, please ensure you enter service period start and end dates for these line items. This is a NetSuite requirement when using the ARM and if you omit these dates, the integration will not run correctly. See Adding Credit Line Items to Bills and Adding Debit Line Items to Bills.
  • Account filter. Optionally, enter an expression that is run on the Account to determine whether or not the integration is run. You can use this setting if you have multiple destinations for sending Bills outbound to your NetSuite system. For example:
    • customFields != null AND customFields.country = = UK
    • In this example, the integration will run for an Account only if you have created a Custom Field for the Account called country and given the field a value of UK.
Notes:
  • Other Account fields for Account filter expression? You can reference other fields on the Account object in the Account filter expression. For details and another example, see Managing Multiple Third Party Destinations for Integrations.
  • Additional filtering? Any global filtering you define using the settings to include/exclude Accounts for integration runs by Account ids will be in addition to any filtering you define using the Account filter option - see the previous step for Global Configuration.
  • Enforce external mappings for config. Optionally enable this if you want the integration to use only those external mappings specified as being for this configuration.
    • Use this setting if you want to set up multiple integrations for the same external system. You can then create separate external mappings for each integration from the details page of each integration, and these external mappings become Linked external mappings for the specific integration. See Creating Linked External Mappings.
  • Excluded products. Optionally filter the Bill line items you send to the external system. Any line items associated with the selected Products will be be excluded when the integration runs.
    • Note that if line items are mapped to a specific Accounting Products, these will be used for filtering to exclude line items.
  • Excluded aggregations. Optionally filter the Bill line items you send to the external system. Any line items associated with the selected Aggregations will be be excluded when the integration runs.
  1. Use the External system configuration panel to enter the settings specific to the external system. These settings include field mappings as well as other system-specific configurations:
  • Split usage line items. Select how you want to split line items in the outgoing Bill. Two options:
    • Item per usage band. Create a line item on your NetSuite invoice for each pricing band.
    • Item per product. Create one NetSuite Item per m3ter Bill Item.
  • Netsuite send due date. Whether the calculated due date is sent from m3ter to NetSuite. If this option is disabled, NetSuite will default the due date based on the customer configuration.
  • Netsuite commitment item id. Enter the Id of the Commitment item in NetSuite*.* This field is only required if you are representing Commitments with a specific NetSuite Item. If not configured, the NETSUITE_DEFAULT_ITEM_ID will be used.
  • Netsuite minimum spend id. Enter the Id of the Minimum Spend in NetSuite*.* This field is only required if you are representing Minimum Spends with a specific NetSuite Item. If not configured, the NETSUITE_DEFAULT_ITEM_ID will be used.
  • Netsuite default item id. Enter the Id of the Default item in NetSuite*.* This will be used if there is no External Mapping entity configured in m3ter between m3ter and NetSuite - for example “Other”.
  • Netsuite item mapping. Enter the details for mapping each Bill line item type to their corresponding items in NetSuite. Optionally map each line item type in m3ter with a specific Item in NetSuite. These values will be used if there is no external mapping for a NetSuite Item. For any of these fields which are not populated, the value in NETSUITE_DEFAULT_ITEM_ID will be used as the default for that line item type.
  • Netsuite item custom field mapping. Optionally choose a specific mapping to NetSuite Custom fields. Currently, three line item fields are available for mapping to NetSuite Custom fields:
    • servicePeriodStart
    • servicePeriodEnd
    • contractCode
  • Sort line items by. Optionally, select a property to sort line items by before they are sent out to the external system. Three options:
    • None
    • Subtotal
    • Aggregation ID
  1. Select** Create integration**. You are returned to the Integrations>NetSuite page, where the integration is listed on the Configurations panel:

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Setting Up Authentication for the Integration

When you have created a NetSuite integration, you can select an Integration Credential you’ve created for authentication allowing the integration to connect with your NetSuite system. To set up authentication for your m3ter - NetSuite integration:
  1. Select Integrations. The** Integrations** page opens.
  2. Select NetSuite. The Integrations>NetSuite page opens.
  3. On the Configurations panel, select the Name hotlink text of the NetSuite integration you want to set up authentication for. The Integration details page opens:
  • Notes:
    • A warning is shown that the integration is not yet connected to your NetSuite system.
    • The ID of the integration configuration is shown at the bottom of the Integration details card, and you can copy the ID directly to your clipboard.
  1. Select Connect credential. A Select credential modal appears.
  2. Select a Credential you created earlier and want to use to authenticate the integration with NetSuite. See Creating NetSuite Integration Credentials.
  3. Select Confirm. The modal closes and on Integrations details, the integration now shows as CONNECTED:
  • The Credential used to connect the integration is shown.
  • If at any time you want to disconnect the integration, select Disconnect credential.
  • If you want to use a different Credential for connecting the integration, select Change credential. The Select credential modal appears and you can select a different Credential.
Tip: Integrations API Calls? When you have set up your NetSuite integration, you can review and manage the integration using a full set of API Calls. See the Integrations section of our API Reference Docs.

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Mappings

This reference section sets out the mappings for a m3ter - NetSuite integration:

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Bill

m3terNetSuite InvoiceNotes
accountIdCustomer IdExternal Mapping
billIdinvoice idExternal Mapping
dueDatedueDateStart of day
endDateTimeUTCendDate
purchaseOrderNumberPoNumber
sequentialInvoiceNumbertranid
startDateTimeUTCstartDate

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Bill Line Item

m3ter Line ItemNetSuite Invoice ItemNotes
convertedSubTotalamount(1) Rounded to two decimal places or whatever is set for the billing currency. (2) Depends on Split usage line item setting for the integration: (i) converted SubTotal is mapped if Item per product is selected or if the setting is not configured; (ii) If Item per usage band is selected, then bandSubTotal is mapped instead.
descriptiondescription
idexternalId
quantityquantity
pricingBandIdItemIdExternal mapping: mapped to ItemId only if Item per usage band is selected for Split usage line items setting.
productIdItemIdExternal mapping: mapped to ItemId only if Item per product is selected for Split usage line items setting.
raterate