Overview
When onboarding onto NetSuite, Zamp recommends you sync transactions from the prior year. This will allow Zamp to run a full nexus analysis to ensure you are up-to-date on all of your registrations.
Process
In your NetSuite center tab, navigate to the Zamp app
Once hovering over Zamp and Tasks, click Batch Historical Transactions
On the next page displaying scripts, click View for the customdeploy_zmp_sl_batch_processor
Click the link under URL, which will open a new tab
The simplest way to initiate the historical sync would be to configure the FROM DATE and TO DATE for the date range you are looking to pull from.
Unless specified, the LIMIT does not need to be set.
If applicable, you are also able to configure.
Type - Transaction type (Sales Order, Invoices, etc.).
Outcome - Toggle whether you would like to sync transactions in a specific status.
Under Batch Actions, select what type of sync you will run.
Post to Zamp - Required for historical sync.
Calc with Zamp - Choose whether you want to Zamp to recalculate tax when syncing over transactions (Optional).
Save to NetSuite - If you are recalculating tax, choose whether you would like the bundle to update tax back into NetSuite.
If you would like to confirm the list of transactions being pushed over to Zamp, click Review Transactions.
Once ready, click Start Batch.
Monitor progress on the next page.
If there are errors with the sync, it will be flagged on the next page.
Resolving Errors
If there are errors with the sync, you can troubleshoot them with:
In your NetSuite center tab, navigate to the Zamp app.
Once hovering over Zamp and Tasks, click Transaction Viewer.
Edit the From and To the same dates as your sync.
Filter Outcome to Error.
Change Period to All Periods.
Click Apply
The next page will display the specific transactions that errored out on sync.
Under each transaction, if you click View it will take you to the transaction itself.
Click Zamp Tax Steps, and the error that needs to be resolved will be displayed.
