Nextian/Salesforce accounts (i.e., the Salesforce Account object) correspond directly to billing accounts.
| Important | Typically, the number of accounts in the CRM will be higher than in the billing system, as the CRM also includes prospects, partners, and other accounts that do not need to exist in billing. |
Although the Nextian Billing Integration allows manual account actions for tasks such as querying accounts, synchronizing data, or selecting billing cycles, account linking and synchronization typically occur automatically during order processing.
The following integration fields are added to the Account object to support the billing integration process:
| Field | Description |
|---|---|
| Business Address | A standard Salesforce field that is passed to the billing system as the billing address for both business and residential (person) accounts. For new accounts, created in Salesforce but not yet present in the billing system, this field must be manually populated in Salesforce before initiating account creation in billing. Important: Different billing systems use varying conventions for country names (e.g., U.S. vs. USA vs. United States), which are stored as plain text in Salesforce. It is a good idea to create a Salesforce validation rule to enforce the country format required by your billing system. |
| Billing Primary Email | A primary, global company email address required by the billing system for billing account creation. For new accounts, created in Salesforce but not yet present in the billing system, this field must be manually populated in Salesforce before initiating account creation in billing. When linking an existing Salesforce account to a corresponding billing account, the Primary Email field in Salesforce will be updated based on the value from the billing system. |
| Billing Cycle | Account billing cycle required by the billing system for billing account creation. For new accounts, created in Salesforce but not yet present in the billing system, this field must be manually populated in Salesforce before initiating account creation in billing. When linking an existing Salesforce account to a corresponding billing account, the Billing Cycle field in Salesforce will be updated based on the value from the billing system. |
| Billing Cycle Id | Billing Id of the account billing cycle.See Managing Account Billing Cycle. |
| Billing Account Category | Account category required for account creation in billing. For new accounts, created in Salesforce but not yet present in the billing system, this field must be manually populated in Salesforce before initiating account creation in billing. When linking an existing Salesforce account to a corresponding billing account, the Billing Account Category field in Salesforce will be updated based on the value from the billing system. |
| Billing Account Category Id | Id of the account category in the billing system. |
| Billing Account Number | Billing account number in and assigned by the billing system.When an account is linked:
The Billing Account Number is configured as a Unique, External Id field and is searchable in Salesforce. See Linking Accounts. |
| Billing Account Id | The internal identifier of the billing account in the billing system.When an account is linked, the Billing Account Id is retrieved from the billing system and stored in this field.See Linking Accounts. |
The following fields are usually updated during account synchronization, depending on the billing system type.
| Field | Description |
|---|---|
| Total Amount Billed (All Time) | Total amount for all customer invoices (current customer lifetime value). |
| First Invoice Amount | First Invoice Amount Amount on the first customer invoice. |
| First Invoice Date | Date of the first customer invoice. |
| Latest Invoice Amount | Amount of the latest customer invoice. |
| Latest Invoice Date | Date of the first customer invoice. |
| Due Amount | Current amount due. |
| Past Due Amount | Current balance that is past due (has not been paid on time). |
These fields are available in both Salesforce and the Nextian Customer Portal.
