There are three ways to sync NetSuite customers to Stripe.
- Manual sync on the customer record using PayPack Sync button.
- Scheduled sync using the scripted deployment script.
- Immediate sync for newly created NetSuite customers using user event script.
In the PayPack configuration, the selected saved searches are used to pull the header columns and search result values. The headers will tell NetSuite which columns of data to use in a single or mass customer sync.
Before creating the customer sync saved searches, it is important to understand how the NetSuite Customer record syncs with the Stripe Customer.
When the PayPack bundle is installed in NetSuite, there is a custom transaction body field, STRIPE CUSTOMER ID, which is added to store the Stripe Customer Id.
In order to see Stripe payment methods or process payments, a NetSuite Customer record must have a Stripe Customer Id populated.
If the field is populated, the NetSuite customer will use this Stripe customer to sync payment methods and process payments. Even when changing the NetSuite customer email address or custom sync field, it will still use the existing Stripe Customer Id if populated.
Note: When changing the NetSuite customer email address, manually process PayPack Sync to update the Stripe customer's email address.