How do I stop Chargebee from overwriting my NetSuite customer records?

Problem Statement

You manage customer master data in NetSuite, or another system that writes to NetSuite, and Chargebee overwrites those NetSuite customer records on later syncs.

Solution

Turn off Sync Updates to Customer in NetSuite Advanced Sync Rules. Chargebee still creates the customer in NetSuite the first time. Later changes to that customer in Chargebee are not written back, and the customer sync record is marked Skipped.

The setting is on by default. Existing integrations keep syncing customer updates until you turn it off.

This setting applies to the Chargebee–NetSuite integration. For the full on/off behavior table, see Configuring Oracle NetSuite.

Steps to Set It Up

1. Go to Settings > Integrations > NetSuite.
2. Go to Configure Advanced Sync Rules. If the integration is already connected, click Manage Advanced Sync Rules.
3. Turn off Sync Updates to Customer. The caption reads Updates to customer in Chargebee will be synced to NetSuite.
4. Click Save and continue.

Chargebee no longer updates existing NetSuite customer records on later syncs. First-time customer creation, including the tax registration details written at create time, continues as before.

Important Notes

• Turning the setting off affects the customer record only. Invoices, credit notes, payments, refunds, subscriptions, and products continue to sync against the existing NetSuite customer.
• Tax registration changes on an existing customer are not pushed to NetSuite while the setting is off.
• The new value applies to later syncs. It does not change customer records that Chargebee has already written to NetSuite.