Before starting the self-install procedure for Versich's Sezzle NetSuite Integration, ensure you have completed the necessary prerequisite tasks outlined below.
If your business aims to broaden its reach or enhance its market presence, tools like Sezzle for customer payment plans can be immensely beneficial! However, since you have already invested in NetSuite, you are aware that the strength of your NetSuite system hinges on having all your information consolidated in one place... within NetSuite.
So what should you do when you wish to use a fantastic tool like Sezzle alongside NetSuite, without causing a chaos of disconnected data? This is where acquiring an integration comes in handy, allowing you to leverage the Sezzle platform fully while ensuring you can retrieve all necessary information right from NetSuite!
If you haven't yet purchased the Sezzle/NetSuite integration and want more details, head over to our Sezzle NetSuite Integration page. This integration offers a 7-day FREE trial, and you can cancel anytime if you're not satisfied, making it a risk-free option!
If you have already secured the license for this Sezzle NetSuite Integration, that's fantastic! Proceed below to follow the steps to install and configure the integration for your NetSuite account.
Prerequisites
Before starting the self-installation for Versich's Sezzle NetSuite Integration, ensure you've completed the following:
Your company has obtained licensing for Versich's Sezzle NetSuite Integration.
Your company has a Sezzle account that can be linked to the NetSuite setup and has provided login credentials to Versich.
Your company has given Versich your NetSuite Account ID or admin access so that Versich can provision the bundle for that account (you likely submitted these details through a form on the purchase confirmation page).
Should you have inquiries about finding or submitting any of this information, please utilize our website contact form to reach our support team.
Search and Install Bundle
Once the bundle is provisioned to your NetSuite account, the next step is to install it within your NetSuite environment.
In NetSuite, go to Customization > SuiteBuilder > Search & Install Bundles.
In the Keywords Field, search for the Bundle ID: 420240.
Select the link for AG: Sezzle Payment Integration, which will direct you to the bundle overview page to prepare for installation.
Click the Install button.
This action brings you to the Bundle Preview, where you can click on the Install Bundle button.
Click Okay on the confirmation popup to install the bundle into your account. At this stage, the Sezzle bundle will begin its installation in your NetSuite environment. You will then see a list of your installed bundles, indicating the installation status of the Sezzle bundle. Click Refresh until a check mark appears in the STATUS column, showing that the bundle has installed successfully.
If you don’t see a checkmark within 10 minutes, please contact Versich for assistance.
Congratulations! The bundle is now installed in your NetSuite environment.
Sezzle Sandbox vs. Production
When setting up your Sezzle integration for the first time, it's advisable to utilize a Sezzle sandbox account for testing the integration. You can use the Sezzle sandbox account in your NetSuite production environment if you lack a NetSuite Sandbox; however, if your website is live, you may need to cancel any non-test orders that occur via Sezzle while using the sandbox account for testing, as the customer's card will not be charged.
For guidance on setting up your Sezzle sandbox account, either in NetSuite sandbox or production, refer to Sandbox Setup. If you do not currently have a Sezzle sandbox account, reach out to Sezzle, and they will assist in creating one for you.
Creating Sezzle Payment Method and Credentials for Production
Creating a Sezzle Payment Method
The next step involves establishing a Sezzle payment method to be utilized in sales order transactions from the web store. Navigate to Set Up > Accounting > Accounting Lists > New > Payment Method.
Input 'Sezzle' in the NAME field, select 'Offline' for the TYPE, and ensure the DISPLAY IN WEBSITE box is checked.
Under the Payment Visuals tab, enter 'Web/Standard' in the FLAGS field and copy the following URL into the URL field:
/images/SezzleBNPL_145x51.png
Then click Add.
After adding the payment visual, proceed to click Save on the Payment Method. Next, you'll want to create new Sezzle Credentials in your NetSuite Account.
Creating Sezzle Credentials
In your NetSuite account, type Sezzle Credentials in the search bar and click New Sezzle Credentials.
Input the following values into their respective fields:
API BASE URL: https://gateway.sezzle.com/v2
API MODE: live
API VERSION: v2
PAYMENT METHOD: Sezzle (This option will appear only if you have created the Sezzle payment method beforehand)
Sezzle Logo URL
The Sezzle Integration Bundle uploads several images into your NetSuite File Cabinet. The Sezzle Logo URL field requires you to download an image from the bundle and upload it to the Live Hosting Files of your File Cabinet. Navigate to Documents > Files > Live Hosting Files. In the search bar, type 'Sezzle' and click Search.
Select the Sezzle Logo folder located in SuiteBundles > Bundle 420240. Then click the download button adjacent to the SezzleBNPL link.
Once the image has been downloaded to your computer, upload it into the Live Hosting Files section of the File Cabinet. Click Website Hosting Files > Live Hosting Files > Site, then click Add File. Now find the image you just downloaded and select it for upload.
Once uploaded, copy and paste the link into the SEZZLE LOGO URL field on the Sezzle Credentials record.
Secret and Public Key Fields
To locate the Secret and Public Keys, log in to your Sezzle Merchant account. If you lack a Sezzle account, get in touch with Sezzle to set one up. After logging into your Sezzle merchant account, navigate to Settings > API Keys, and then copy and paste the public and private keys into their corresponding fields on the Sezzle Credentials record.
After entering the keys, click Save. There are just a few more steps left to finalize your integration!
Activating the Sezzle Extension
Next, you'll need to activate the Sezzle Payment Method Integration extension. Go to Commerce > Extensions > Extension Manager, then click New Activation. Choose the website and domain where you want to utilize Sezzle and click Next.
Under the Extensions tab, check the box next to Sezzle Payment Method Integration, then click Activate.
Refresh the page until the activation status shows as Complete. You should also see the Sezzle extension under Active Extensions.
Sezzle Widget SDK
To have the Sezzle widget SDK appear on the product detail page, you will need your Sezzle Merchant ID. After activating the extension, you can input your Sezzle Merchant ID into the website configuration in NetSuite.
To obtain your Sezzle Merchant ID, log into your Sezzle Merchant account, navigate to settings, and select Business. There, you should see a field labeled ID; copy this value.
After copying your Sezzle Merchant ID, go to your NetSuite account, click Commerce > Websites > Configuration. Select the website and domain where Sezzle will be used and click Configure.
Within the Extensions tab, paste your Sezzle Merchant ID in the field marked SEZZLE MERCHANT ID, then save the configuration record.
After saving the configuration record, navigate to Commerce > Websites > Website List, click Edit next to the correct website. Under the Shopping tab, check the following boxes:
Display Purchase Order Field on Payment Info Page
Allow Non-Credit Card Payment Methods during Checkout
Save the website setup record.
Congratulations! You’ve completed the configuration for the Sezzle-NetSuite integration. Now, just verify whether the integration is functioning correctly!
Refunds/Returns
To process a full or partial refund, create a refund record from the Cash Sale in NetSuite.
Once you have finalized the refund record in NetSuite, check that the corresponding order shows as refunded in the Sezzle Merchant dashboard and that the refund amount is accurate.
Sandbox Setup
To set up a Sezzle sandbox account in your NetSuite sandbox environment, follow the same procedure outlined for production while making the following adjustments:
In the Sezzle Credentials, enter the public and private API keys from the Sezzle sandbox. The keys can be found similarly to where they were located for the production account, but in your sandbox account.
Update the API Base URL to https://sandbox.gateway.sezzle.com/v2 and change the API Mode to sandbox. Save the Sezzle Credentials. The rest of the setup remains identical, including the Merchant ID, which will be the same in both your Sezzle sandbox and production accounts.
If you are using your Sezzle sandbox in your NetSuite production account, simply modify the Sezzle Credentials as specified above. When you’re ready to transition to production on your website, revert the Sezzle Credentials to production.
Testing
Note: Testing the Sezzle integration within a sandbox Sezzle account is recommended, allowing you to place orders with fictitious card information, as detailed below.
The Sezzle banner should appear on every PDP just below the item price.
Go to your website to confirm whether the banner displays correctly on the PDP.
Add at least one item to the cart and navigate to checkout. The Sezzle payment option should be available alongside the other payment methods.
Select the Sezzle payment method, and a popup should appear, enabling the user to create an account or login, add a payment method, and complete the order. To place a test order without charging a card, utilize the following test information:
Note: This test information is only valid if you are testing within a sandbox Sezzle account.
You can log in using a fake phone number, and the test OTP is 123123.
All personal information provided does not need to be authentic, including email.
Card Number: 4242 4242 4242 4242
CVV/CVC: Any 3 digits
Expiration Date: Any date
Name: Any name
Address: Any address
The complete checkout process should transpire within the popup window, and upon finishing, the user should be redirected to your website's order confirmation page.
The confirmation page should display as usual; make note of the order number and search for it in NetSuite. Go to the sales order in NetSuite and check the Billing tab; you should observe the Sezzle Transaction UUID, transaction status, SO ID updated on Sezzle Transaction = T, Sezzle Order ID, Sezzle Payment Captured = T, and the billing information. Additionally, you can view the Sezzle Refund fields and relevant sale details under the Payment Events subtab.
In your Sezzle Merchant account, verify that the order is listed under the orders tab.
The Sezzle deposit should arrive in your bank within three business days. At that point, a deposit can be created off the Cash Sale record in NetSuite to reconcile the payment.
Troubleshooting
If the Sezzle images and widget are not appearing on your website, and you have double-checked your setup with everything correct, try deleting your Sezzle Merchant ID from the website configuration and re-pasting it. This may sound silly, but if you've thoroughly checked your setup and Sezzle still does not display, this approach has worked in the past. Refer to the Sezzle Widget SDK section of the installation guide for more guidance on this.
Purchasing the Sezzle-NetSuite Integration
That’s all there is to it! If you've already purchased licensing for the Sezzle-NetSuite Integration and followed this article step-by-step to install and test it in your NetSuite account, congratulations! You're all set to begin using the fantastic Sezzle + NetSuite integration to expand your company’s reach and market presence!
If you haven't yet acquired licensing for Versich's Sezzle NetSuite Integration, hopefully, this article has alleviated any concerns you may have had about undertaking the self-install process!
