Configuring Salesforce/Billing Integration

The following applies to billing system configuration:

1. Each billing system configuration is stored separately, but only one billing system can be active at a time. This allows switching between billing systems (e.g., for migration), though only one can be in use at any given time.
2. This limitation does not apply to work orders. Since work orders invoke explicit classes and each billing system has its own workflows, it’s possible to complete existing orders in one billing system while transitioning to another.
3. All communication between Salesforce/Nextian and supported billing systems is performed via REST API, initiated from the Salesforce/Nextian side.
4. Nextian REST callout logging can be used for connectivity troubleshooting.
   Many billing APIs do not support bulk operations, so synchronization is performed on a per-object basis (e.g., a single order or product). For bulk uploads or initial synchronization of products, accounts, etc., use Salesforce Data Loader or other data migration tools.
   Some billing systems use a terminal server instead of a web-based UI. In such cases, opening object details will redirect to the terminal server URL.

To select and configure a billing system:

1. Go to App Launcher → Nextian Billing Integration Settings.
2. Locate the Billing System panel.
3. Click Change.
4. Select the billing system type and click Save.
5. Use the Configuration tab for your selected billing system to enter parameters and test connectivity. Configuration options vary by billing system type and are described in detail on-screen.
6. Once the basic configuration is completed, the next steps typically include:
   • Importing and mapping the product catalog.
   • Updating product price book entries with work order templates, service templates, costs, and other relevant information.
   • Migration of existing accounts and services.