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Sync Data Between Maxio and NetSuite

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Last updated on Sep 14, 2026

Control which records move between Maxio and NetSuite, and when, using sync steps, drop-down custom field mappings, and credit application behavior. These settings determine what data actually crosses the integration, distinct from the connection and general sync preferences covered in Setup and Configure.

Sync steps

Users can choose which pieces of information can be sent to or retrieved from NetSuite using sync steps. These can be toggled on and off and customized to map to the correct fields on either side of the integration.

Synchronization table listing every sync step with its type, enabled state and last sync date

To edit these sync steps, go to NetSuite > Integration Settings > Synchronization, hover over the Menu menu icon, and select the Settings option.

Sync step list with a hover menu open and Settings highlighted — Sync steps, their configuration type, and what each one does

Name	Type	Description
Get Currencies	Toggle	Retrieves the currencies being used in NetSuite and sets them in Maxio Platform.
Get Accounts	Toggle	Retrieves the accounts being used in NetSuite and sets them in Maxio Platform.
Get Payment Terms	Toggle	Retrieves the payment terms being used in NetSuite and sets them in Maxio Platform.
Get Payment Methods	Toggle	Retrieves the payment methods being used in NetSuite and sets them in Maxio Platform.
Get Legacy Tax Schedules	Toggle	Retrieves the tax schedules being used in NetSuite and sets them in Maxio Platform. Superseded by Get Tax Rates for accounts using NetSuite SuiteTax.
Get Tax Rates	Toggle	Retrieves tax rate records from NetSuite and creates them as tax rates in Maxio Platform. Only runs if the tax rate flow is enabled for your account.
Send Tax Rates	Toggle	Sends tax rates from other sources (such as AvaTax or Advanced Billing) to NetSuite. Only runs if the tax rate flow is enabled for your account.
Get Items	Toggle	Retrieves the items being used in NetSuite and sets them in Maxio Platform.
Send Items	Toggle	Sends items from Maxio Platform to NetSuite as Non-Inventory Items for Sale.
Get Customers	Toggle and Mappings	Retrieves the customers from NetSuite and places them in Maxio Platform. Mappings will need to be filled out to ensure the proper information is carried over to the correct fields.
Send Customers	Toggle and Mappings	Sends the customers from Maxio Platform to NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. Either the Maxio Platform field or a default text value can be used.
Send Customer Updates	Toggle	Updates customers already synced to NetSuite, so that changes made in Maxio Platform after the initial sync replace the corresponding NetSuite values. Reuses the mappings configured for Send Customers, filtered to only the fields marked to send updates.
Get Transactions	Toggle and Mappings	Retrieves sales orders from NetSuite and creates them as transactions in Maxio Platform. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. NetSuite Type - Identifies which NetSuite record type this step retrieves (defaults to Sales Order). NetSuite Saved Search ID - The internal ID of a NetSuite saved search used as a base filter for which transactions are retrieved. Statuses - A list of transaction statuses in NetSuite that can be selected to filter in the desired transactions. Min/Max Date - A range of dates that can be used to filter in the transaction. Get transactions with zero value - A toggle that will allow any $0 transactions to be included in the sync. By default, this feature is grayed out and unusable. It's specific to the Analytics-only solution, and must be enabled by Maxio support.
Get Invoices	Toggle and Mappings	Retrieves invoices from NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. NetSuite Type - Identifies which NetSuite record type this step retrieves (defaults to Invoice). NetSuite Saved Search ID - The internal ID of a NetSuite saved search used as a base filter for which invoices are retrieved. Generate placeholders for line items received which have Items set to not sync - Generates a placeholder line item for NetSuite items that were set to not sync in Maxio Platform.
Send Invoices	Toggle and Mappings	Sends invoices from Maxio Platform to NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. Either the Maxio Platform field or a default text value can be used. NetSuite Type - Determines whether invoices sync to NetSuite as an Invoice or a Sales Order. Min/Max Date - A range of dates that can be used to filter the invoices synced to NetSuite.
Get Credit Memos	Toggle and Mappings	Retrieves credit memos from NetSuite. Mappings will need to be filled out to make sure the proper information is carried over to the correct fields. NetSuite Type - Identifies which NetSuite record type this step retrieves (defaults to Credit Memo). NetSuite Saved Search ID - The internal ID of a NetSuite saved search used as a base filter for which credit memos are retrieved. Generate placeholders for line items received which have Items set to not sync - Generates a placeholder line item for NetSuite items that were set to not sync in Maxio Platform.
Send Credit Memos	Toggle and Mappings	Sends credit memos from Maxio Platform to NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. Either the Maxio Platform field or a default text value can be used. NetSuite Type - Identifies the NetSuite record type this step creates (Credit Memo). Min/Max Date - A range of dates that can be used to filter the credit memos synced to NetSuite.
Get Payments	Toggle and Mappings	Retrieves payments from NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. NetSuite Type - Identifies which NetSuite record type this step retrieves (defaults to Customer Payment). NetSuite Saved Search ID - The internal ID of a NetSuite saved search used as a base filter for which payments are retrieved.
Get Refunds	Toggle and Mappings	Retrieves refunds from NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. NetSuite Type - Identifies which NetSuite record type this step retrieves (defaults to Customer Refund). NetSuite Saved Search ID - The internal ID of a NetSuite saved search used as a base filter for which refunds are retrieved.
Send Payments	Toggle and Mappings	Sends payments from Maxio Platform to NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. Either the Maxio Platform field or a default text value can be used. NetSuite Type - Identifies the NetSuite record type this step creates (Customer Payment). Min/Max Date - A range of dates that can be used to filter the payments synced to NetSuite.
Send Payment Updates	Toggle	Updates payments already synced to NetSuite, so that changes made in Maxio Platform after the initial sync replace the corresponding NetSuite values. Reuses the mappings configured for Send Payments.
Send Refunds	Toggle and Mappings	Sends refunds from Maxio Platform to NetSuite. Mappings will need to be filled out to ensure the correct information is carried over to the correct fields. Either the Maxio Platform field or a default text value can be used. NetSuite Type - Identifies the NetSuite record type this step creates (Customer Refund). Min/Max Date - A range of dates that can be used to filter the refunds synced to NetSuite.
Send Deposits	N/A	Sends deposits from Maxio Platform to NetSuite. See Send Deposits fields below.

Send Deposits configuration fields

Option	Description
Bank Deposit Account	The bank account into which you make your deposits (typically, the bank account into which your Transfers are made). This cannot be an Undeposited Funds account.
Credit Card and ACH Fee Account	NetSuite account to receive debits for payment processing fees. Set to the GL Account to which you record your credit card and ACH handling fees.
Unassociated Payments Account	An Asset Account you create in NetSuite to hold payments synced from Maxio Platform that can't be linked to a NetSuite Invoice. See How the Unassociated Payments account works below.
Map Number for Sent Deposits	Check this box to map the Maxio Deposit number to the NetSuite Deposit number. Keep this box unchecked if your NetSuite configuration doesn't provide Deposit numbers.
Consolidate Deposit Fee Lines	Sends a single line to NetSuite that sums the processing fees across all deposit lines, instead of a separate line per fee.

How the Unassociated Payments account works

Deposits (Payouts) in your payment provider sync to Maxio Platform, then to NetSuite, each time as a Deposit. Each Deposit references one or more Payments, which sync the same way: Stripe to Maxio Platform, then Maxio Platform to NetSuite. Each Payment, in turn, refers to one or more Invoices.

Normally, every Payment a Deposit references maps cleanly to an existing NetSuite Invoice. Under certain circumstances, such as someone manually marking the Invoice as paid in NetSuite before the automatic sync process syncs the payment, the Payment can't be applied to a receivable (invoice) in NetSuite, because the invoice may not exist there. When that happens, the Unassociated Payments account is credited instead, recording the payment against an unknown Invoice and entity.

A negative balance in this account will flag these payments as an issue to resolve in your GL.

Apply a department, class, or location to deposit lines

The Settings for Deposit Cashbacks mapping lets you send a Department, Class, or Location value with each deposit line Send Deposits creates in NetSuite. It applies to both Deposit Cashback lines (the fee lines posted to your Credit Card and ACH Fee Account) and Deposit Other lines (unassociated funds posted to your Unassociated Payments Account) — the two are the same NetSuite line shape, so one mapping covers both.

If your NetSuite role requires a Department (or Class/Location) value on every deposit line, configure this mapping so a deposit containing unassociated funds isn't rejected for a missing value.

Sync custom drop-down fields between Maxio and NetSuite

You can sync drop-down custom fields between Maxio and NetSuite. Configuration of the allowed values is required in both systems.

Custom field definition with an allowed-values list of Type A, Type B and Type C

Customer list view with a name column holding the matching custom field values

How credit applications sync between Maxio and NetSuite

Use credit applications to automatically apply credit memos to invoices when syncing between Maxio and NetSuite. These records act as bridge payments that ensure balances remain accurate.

For Maxio Platform and Advanced Billing originating Credits, Credit Applications enable you to automatically apply Credit Memos in NetSuite. Credit Applications are bridge payments created to apply Credit Memos to the associated Invoice.

Credit Applications appear in the Payments List views as $0 at the top level. By default, they are set to Do Not Sync. This is the same sync setting used across every GL integration Maxio supports, not something specific to NetSuite. Uncheck it on the record if you need a specific Credit Application to sync.

Animated walkthrough of the NetSuite setup, opening on a browser context menu left open during capture

For common sync errors and how to resolve them, see Troubleshooting and FAQs.

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