Currencies
Overview
The NetSuite Currencies integration synchronizes currency master data and exchange rate information from NetSuite to Zudello, supporting multi-currency operations and financial reporting.
Integration Details:
- Direction: NetSuite → Zudello (📥 Inbound)
- Sync Type: Incremental
- Sync Frequency: Every 12 hours
- API Used: SuiteQL
Key Benefits
- Maintains consistent currency definitions
- Supports real-time exchange rate updates
- Enables multi-currency transactions
- Ensures compliance with international standards
Field Mappings
| NetSuite Field | Zudello Field | Description | Data Type |
|---|---|---|---|
| symbol | CurrencyCode | ISO currency code (e.g., USD, EUR) | String |
| name | CurrencyName | Full currency name | String |
| isinactive | Status | true = INACTIVE, false = ACTIVE | String |
| exchangerate | ExchangeRate | Current exchange rate to base | Decimal |
| currencyprecision | DecimalPlaces | Number of decimal places | Integer |
| isocode | ISOCode | ISO 4217 currency code | String |
| displaysymbol | Symbol | Currency symbol (e.g., $, €) | String |
| symbolplacement | SymbolPosition | Symbol placement (before/after) | Integer |
API Configuration
SuiteQL Query Structure
The integration queries currency tables including current exchange rates and currency configurations for comprehensive multi-currency support.
Authentication
- Method: Token-based Authentication (TBA)
- Required Permissions:
- Currencies (View)
- Exchange Rates (View)
- Lists → Accounting (View)
Sync Configuration
Incremental Sync Logic
The integration tracks currency changes and exchange rate updates:
- Initial sync retrieves all currency definitions
- Subsequent syncs fetch currencies where
lastmodifieddate> last sync timestamp - Exchange rates updated based on NetSuite configuration
- Historical rates preserved for reporting
Data Transformation
- Status Conversion: NetSuite boolean
isinactive(T/F) → Zudello string status (INACTIVE/ACTIVE) - Rate Precision: Maintains exchange rate decimal precision
- Symbol Mapping: Ensures correct currency symbol display
Processing Logic
- Currency Retrieval: Query modified currency records
- Rate Updates: Fetch current exchange rates
- Validation: Verify ISO code compliance
- Precision Handling: Apply decimal place rules
- Status Management: Update active/inactive currencies
- Base Currency: Identify and mark base currency
Troubleshooting
| Issue | Possible Cause | Solution |
|---|---|---|
| Missing currencies | Permission issues | Verify Currencies view permission |
| Exchange rate errors | Rate update frequency | Check NetSuite rate update schedule |
| Symbol display issues | Character encoding | Verify UTF-8 encoding support |
| Precision mismatches | Configuration differences | Align decimal settings |
| Base currency conflicts | Multiple base currencies | Review multi-subsidiary setup |