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Configuring Payment Method Mapping for NetSuite

How to provide your NetSuite payment methods to Kolleno for automatic population

Kolleno Support avatar
Written by Kolleno Support
Updated this week

When Kolleno creates payments in NetSuite, the system can automatically populate the Payment Method field to match your NetSuite configuration.

To enable this feature, you need to provide your payment method mapping to Kolleno support.


Locating Your Payment Methods in NetSuite

Your NetSuite payment methods can be found in the Payment Methods list, which includes entries such as:

  • American Express

  • Cash

  • Check

  • Discover

  • EFT

  • MasterCard

  • PayPal

  • Visa

Each payment method has an Internal ID that NetSuite uses to identify it.


Providing Your Mapping to Kolleno

To configure payment method mapping:

  1. Export your payment methods list from NetSuite (including both the Description and Internal ID columns)

  2. Create a mapping document that shows how each payment method in Kolleno should correspond to your NetSuite payment methods

  3. Important: Save as CSV UTF-8 (Comma delimited)

    • When saving your file in Excel or another spreadsheet application, ensure you select CSV UTF-8 (Comma delimited) (*.csv) as the file format.

  4. Send the mapping to Kolleno support, either by:

    • Contacting your Customer Success Manager, or

    • Submitting a support ticket


Example Mapping Format

Your mapping might look like this:

NetSuite Internal ID

NetSuite Description

4

MasterCard

5

Visa

8

EFT

7

PayPal

Once Kolleno support configures your mapping, the Payment Method field in NetSuite will automatically populate with the correct value whenever a payment is created through Kolleno.

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