What Is Synced

Orb “syncs” data to NetSuite when transactions are finalized, including invoice issuance, credit note creation, or payment application. Orb’s integration is NOT journal entry-based – we create first-class, native records in NetSuite that allow you to

Leverage existing configuration preferences (item-level revenue recognition rules, GL account mapping, transaction form customizations).
Preserve a robust audit trail and complete system of record in your ERP.

Orb Record Type	What we send (Orb)	Where it’s received (NetSuite)	When it’s synced
Customer	Name Email Billing address Shipping address External ID (Optional) mapped metadata at creation time	Company name Email defaultBilling in CustomerAddressbook defaultShipping in CustomerAddressbook Orb External Customer ID (bundle custom field) Mapped entity custom field	When the first invoice is issued from Orb. Note: Assumes first-time creation is enabled in integration settings.
Subscription	Subscription dates Subscription ID	Start date, End date Orb Subscription ID (bundle custom field)	When the first invoice is issued from Orb. Note: only relevant for sales order based mappings of fixed-term subscriptions.
Invoice	Transaction level Invoice date Invoice due date Invoice number Invoice memo Subsidiary Line level Item Name Rate Quantity Amount Service period start date Service period end date Taxable status (if applicable) Adjustments (only if applicable) Subtotal Discount percentage Discount amount Coupon amount Maximum adjustment Minimum adjustment	Transaction level Date Due date Orb invoice number (bundle custom field) Memo Subsidiary Line level Item Description Rate Quantity Amount Orb rev rec start date (bundle custom field) Orb rev rec end date (bundle custom field) Tax Adjustments (only if applicable) Orb list rate (bundle custom field) Orb discount percentage (bundle custom field) Orb discount amount (bundle custom field) Orb coupon applied (bundle custom field) Orb maximum adjustment (bundle custom field) Orb minimum adjustment (bundle custom field)	When the invoice is issued from Orb.
Credit Note	Transaction level Credit note creation date Credit note number Subsidiary Credit note memo Line levelSame as invoice.Adjustments (only if applicable)Same as invoice.	Transaction level Date Orb credit note number (bundle custom field) Subsidiary Credit note memo Line levelSame as invoice.Adjustments (only if applicable)Same as invoice.	When the credit note is created in Orb.
Payment	Amount Customer Transaction date (payment effective date, not “marked as paid”) Bank account Currency Linked invoice	Payment amount Customer Date Account Currency Applied to invoices	When the payment is applied to an Orb invoice.

Orb does not sync $0 transactions or $0 line items to NetSuiteThis typically occurs when there has been no usage accrued in the billing period, or usage is fully covered by credits, resulting in no net billing activity. Since there is no GL impact, there is nothing for NetSuite to act on. Orb remains the system of record for $0 invoice history.

Orb customer metadata sync

Orb’s NetSuite integration supports syncing metadata on an Orb customer record, to a designated customer entity field in NetSuite.

This sync happens only during initial customer creation. Any metadata added or changed on the customer record after creation in NetSuite will not be synced.
Only free-form text type entity fields are eligible for metadata mapping.

To successfully sync customer metadata, the following must be configured before syncing a customer via the integration:

Customer metadata must be added and populated on the customer record in Orb
The custom entity field must be configured, and scoped to Customer in NetSuite
The metadata mapping must be completed in the integration configuration flow

​Orb customer metadata sync

Orb customer metadata sync