Record Syncing Overview

Record syncing allows you to sync your payment provider records to NetSuite records. The following records and processes enable these syncing capabilities:

• Record Sync Config record
  • Match Rules
• Automation: Record Sync

The ZP Record Sync Config record allows ZonePayments to automatically sync records between your payment provider (i.e. Stripe) and NetSuite. This record contains the criteria used to match data between your payment provider and NetSuite records. Each Record Sync Config is specific to your payment provider, but can be assigned to one or many Payment Profiles.

When the Automation: Record Sync runs (scheduled daily by default), it will look for customer records created or updated in the payment provider since the last time the sync was executed to match.

Customer Record Syncing

Customer records within your payment provider may be linked to NetSuite records via a ZP Customer Profile record. This allows customer information to be stored between both systems and reduces the chances for duplicate records.

In NetSuite, a ZP Customer Profile record is created and attached as a sub-record of the Customer record when one of the following occurs:

• Wherever a customer saves their payment method (if not already linked).
• When the “Record Sync” automation identifies a match between systems based on your Record Sync Config match rules (optional).

Note: Customer record syncing is beneficial during early onboarding to ensure historical customer records within your payment provider are linked to the correct NetSuite Customer record. 

The following customer fields from your payment provider may be used to identify a customer as a match in NetSuite.

• Email
• Name
• Phone
• Stripe Customer ID
• Metadata fields
  • This field allows you to use an attribute from your payment provider’s customer metadata for matching in NetSuite. 

Configuring a ZP Record Sync Config

1. Go to Setup > Zone Payments Setup > ZP Record Sync Config > New
2. Name the record
   • In the Name field, give the configuration a name to identify what it is used for.
3. Select the Payment Provider
   • In the Payment Provider field, select from the drop down list, your Payment Provider for this configuration.
4. Select the Record Type to be mapped
   • In the Record Type field, select from the drop down list the NetSuite record type that will be used in this sync.
     • Select Customer for customer syncing
5. Select the Payment Profiles to apply to
   • In the Payment Profiles field, select one or many Payment Profiles this sync configuration should apply to.
6. Select the Provider fields, and corresponding NetSuite fields to match
   • In the Provider Field field, select the payment provider field.
     • If you select Metadata - populate the corresponding key, which identifies that metadata field, into the Provider Field Custom ID
7. In the NetSuite Field to Match field, enter the internal ID of the corresponding NetSuite field to match.
8. Add any additional Provider fields as necessary.
   • All Provider Fields populated on the Record Sync Config are required to match in order for records to be matched.
9. Save