Why should I sync my NetSuite with Resolve?
Syncing NetSuite with Resolve saves you time by eliminating the need to add invoices and customers manually. It also provides Resolve with as much information as possible to help you and your customers get the most out of net terms automation.
How do I sync my NetSuite with Resolve?
You can access our Integrations page in two ways. You can go to the sync menu at the top right of your merchant dashboard and click “Go to Integrations Settings”.
Alternatively, you can go to the Settings page and click the Integrations tab.
From there, you can click the “Connect” button on the "NetSuite” tile. You will then be redirected to a new tab where you can finish connecting to your NetSuite. Please make sure you have an Administrator role with your NetSuite account to install the NetSuite integration bundle and enable SuiteCloud features.
Please confirm you are installing the correct Bundle ID.
After you are redirected to log into your NetSuite account, click the green “Allow access” button in the bottom center.
If you have more than one subsidiary in NetSuite, you will be required to select the subsidiary you want to connect with Resolve. Only the data associated with the selected subsidiary will get synced.
What data gets synced when I use the NetSuite sync?
By default, Resolve syncs all customer records and all invoices from the last 12 months from your NetSuite account.
Resolve interacts with NetSuite to access the following data:
Customers (all customer records)
Invoices (last 12 months)
This data is synced to support Resolve’s core workflows, including invoicing and reconciliation.
Resolve also accesses your Chart of Accounts during setup to configure the Auto Bookkeeping feature. This data is fetched on demand to help you map accounts correctly, but no chart of accounts data is stored in Resolve or continuously synced.
If you need more control over which customers or invoices are included, Resolve supports optional filtering to further limit the scope of synced data. This is explained later in this article.
Note: Changes made to data in Resolve are not reflected back in NetSuite.
I synced my NetSuite and now some of my customers are duplicated in Resolve. What should I do?
Please reach out to us at accounts@resolvepay.com and ask us to help you with your duplicated customers issue.
What happens if I change something in Resolve while the sync is running?
If you make changes in Resolve while the sync is running, your changes may be overwritten. We recommend waiting until the sync completes before making changes in Resolve.
What happens to my customers that are organized as sub-customers in NetSuite?
Your sub-customers are pulled into Resolve and will be immediately archived. Invoices associated with that sub-customer in NetSuite will be associated with their parent customer in Resolve.
How often are records synced?
We sync your records nightly. You can also manually start a record sync at any time by clicking "Initiate Sync" in the sync menu.
Can I change synced records in Resolve?
Yes, you can change a synced record in Resolve, however, this record might be overwritten on the next sync. We recommend changing synced records in NetSuite. Note that once you finance an invoice, future syncs don't apply changes to that invoice.
What happens to my inactive customers in NetSuite?
Inactive customers are synced into archived Resolve customer records.
- If you mark an active customer as inactive in NetSuite, it will be archived in Resolve the next time the sync runs.
- If you mark an inactive customer as active in NetSuite, it will be unarchived in Resolve the next time the sync runs.
Filtering which NetSuite records get synced
Resolve supports filtering NetSuite records so you don’t have to sync all customers or invoices from your NetSuite account.
You can use any existing boolean (checkbox) field on the Customer record to control which records are synced. Creating a new custom field is optional—as long as the field exists at the customer level and is consistently populated, it can be used as a filter. A common approach is to use a checkbox such as “Sync to Resolve,” but existing customer flags work just as well.
Here’s how it works in practice:
Choose an existing customer-level checkbox field in NetSuite, or create a new one if needed.
Configure your Resolve sync settings to use that field’s field ID as the filter criterion.
If no field ID is configured, Resolve will sync all customers and their related invoice data by default.
During sync, Resolve will only pull customers where the field is checked, along with their related records (such as invoices).
Updating the selected field or switching to a different field will trigger a full re-evaluation so the new criteria are applied going forward.
Important behavior to note:
Changing or adding a field ID does not delete, archive, or hide records that were already synced into Resolve.
The filter is applied only to new syncs. Customers or invoices that were previously synced will remain available in Resolve.
If the field ID provided is incorrect, does not exist, or does not apply to Customer records, the sync will fail until the field ID is corrected.
This filtering applies to both customer and invoice data and gives you control over what data is synced moving forward, without impacting existing records.
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