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When Upflow exports a payment to NetSuite, it also exports how the payment was made and, where relevant, the check number — so payments coming from Upflow are easy to trace and reconcile in NetSuite.

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What gets exported

Both fields are written to the Payment Method subtab of the Customer Payment record Upflow creates in NetSuite: A NetSuite Customer Payment record created by Upflow, with the memo Applied via Upflow: INV000485 in Primary Information and the Payment Method subtab showing PAYMENT METHOD VISA and CHECK # 1004 Your mapping covers every payment Upflow writes back — both the payments you collect through Upflow and the bank transactions you apply to invoices in cash application, where the payment method and check number captured on the transaction follow through to NetSuite.

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Map your payment methods

  1. Go to your Settings > Integrations and open your NetSuite integration settings.
  2. In the Payment method mapping section, each Upflow payment method is listed in the Upflow column: Card, Bank transfer, Direct Debit, Cash, Check and Other.
  3. For each one, use the NetSuite dropdown to pick the payment method it should be exported as — for example, map Upflow’s Card to your VISA payment method in NetSuite.
  4. Save your mapping.
The Payment method mapping section of the NetSuite integration settings, with the Upflow payment methods Card, Bank transfer, Direct Debit, Cash, Check and Other in the left column and a NetSuite payment method dropdown next to each — Card mapped to VISA, Cash mapped to Cash, and the rest left on Select a payment method The dropdown lists the payment methods that exist in your own NetSuite account, so you can only map to methods NetSuite already accepts. Any row left on Select a payment method stays unmapped.
You don’t have to map every payment method. Only map the ones you want to see on your NetSuite Customer Payments.

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What happens to unmapped payment methods

When an Upflow payment method has no NetSuite counterpart in your mapping — for example if you leave Bank transfer unmapped — the payment still exports normally, and the Payment Method field is simply left blank on the Customer Payment. This is the behavior you had before this mapping existed.
If your NetSuite setup makes the Payment Method field mandatory on Customer Payments, an unmapped method causes the export to fail. See Unable to set the payment method for the fix.

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Where payment methods come from

The payment method Upflow exports is the one carried by the payment itself:
  • Bank feed — imported automatically with the transaction when your bank provides it. See Connect your bank account.
  • CSV import — mapped from a column in your file. See Import bank transactions via CSV.
  • Online payments collected through Upflow — set from the method your customer paid with.