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• Setting Up and Managing Native Integrations

Configuring Netsuite Integrations

You can define and manage native integrations for sending your end customer Account Bills generated in m3ter outbound into your Netsuite system:

• First, create the integration.

• Second, set up authentication for the integration to connect with Netsuite.

Creating the Integration

To create and configure a native integration, you can follow a three-stage process:

• Stage 1. Select the Entity Type that the integration is for. Currently, only native integrations for Bills are supported.

• Stage 2. Select the external system that is the destination for the integration.

• Stage 3. Configure the details required for the selected integration destination and create the integration.

To define a m3ter - Netsuite integration:

1. Select Integration>Configurations. The Create page opens at Stage 1: Select the type of entity you want to integrate with an external system.

2. Use the Entity Type drop-down to select the entity type you want to configure and create the integration for. Currently, only Bill is available for selection.

3. Select Continue. The page adjusts to show Stage 1 as checked and completed and shifts focus to Stage 2: Select an external system to integrate with.

4. In the Destination drop-down list, select Netsuite.

5. Select Continue. The page adjusts to show Stage 2 as checked and completed and shifts focus to Stage 3: Configure and create. The Entity Type and Integration Destination you've selected are shown.

6. 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.

7. Use the Entity Config 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 items you send to the destination system. For example, only send charges or credits and exclude all other line items.

  • For details of line item types, see Bill Line Item Types.

8. Use the Destination Config panel to enter the settings specific to the destination system. These settings include field mappings as well as other system-specific configurations. Note that these settings will change for each destination:

• Split Usage Line Items. Select how you want to split line items in the outgoing Bill. Three 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.

  • Item per aggregation.

• 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.

• 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.

• Netsuite Default Item Id. Enter the Id of the Default item in Netsuite. This is a default value used for Netsuite Items when they are created.

• 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.

  • For details of line item types, see Bill Line Item Types.

• Netsuite Item Custom Field Mapping. Optionally choose a specific mapping to Netsuite Custom fields for the m3ter fields in this section. Currently, there are only two fields for a line item available to map to Custom fields:

  • servicePeriodStart

  • servicePeriodEnd

9. Select Create. You are taken to the details page for the integration, where you can immediately complete the configuration by setting up authentication to allow the integration to connect with your Netsuite system - see the following Setting Up Authentication section for details:

• Note that if you are not ready to continue your workflow immediately and set up authentication, you can do this at a later time.

Setting Up Authentication for the Integration

When you have created a Netsuite integration, you can set up authentication to allow the integration to connect with your Netsuite system:

• Note that if you've followed the workflow given in the earlier section for creating the integration, on creation you'll be taken directly to the integration details page to continue and immediately set up authentication. The procedure described in this section assumes you've returned at a later date to set up authentication for the integration - the main steps you need to follow if you're setting up authentication immediately after creation are the same

To set up authentication for your m3ter - Netsuite integration:

1. Select Integration>Configurations. The Integrations Configurations page opens.

2. Select the ENTITY TYPE hotlink text of the Netsuite integration you want to set up authentication for. The details page for the integration opens:

• Note the warning that the integration is not yet authenticated for connection to your Netsuite system.

3. Select Connect. A Netsuite Connection modal appears.

4. On the modal, enter the settings for authentication with your Netsuite system for the integration:

• External Customer Id. Enter the Netsuite Account Id - the ID of the tenant in the external system.

• Client Id. Enter the client Id credential provided by the external system and associated with the configured key.

• Key Id. Enter the key Id credential - the m3ter public key in the external system. m3ter will sign requests made the the external system, which can then be verified using this key.

• Upload Netsuite Credentials. Allows you to upload a private key. This should be generated via OpenSSL or other tool providing a comparable encryption level.

5. Select Save. The modal closes and the credentials you've entered are saved. You are returned to the integration details page:

• An "Integration connected successfully" message appears for a few seconds at the top of the page.

• The integration now shows as CONNECTED.

• Your new Netsuite integration is now available for use.

Next: Creating and Managing Destinations