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Configure Products and Prices Create Quotes and Orders Upsell and Renew Subscriptions Understanding Price Calculations Understanding Subscription Term Basis and Proration Ask Nue!

Use Cases

Authenticate API Users Refresh the Salesforce Sandbox

Price Builder

Products Price Book Unit of Measure (UOM)Price and Discount Tags Product Bundle Product Group Product Relationships Percent of Total Multi-attribute Pricing Multiple Currencies Manage Custom Attributes in Price Book Entries Quantity Tier Attributes for Price Tags

Object Model

Nue Object Model Overview Nue Object Model - Price Builder Nue Object Model - Lifecycle Manager Nue Object Model - Billing and Usage Accelerator Understanding Line Types Nue Object Model - Revenue Lifecycle Intelligence

Tutorial

Price Builder Quote Builder Lifecycle Manager Collections Everything Billing Usage Accelerator Lifecycle Intelligence The Nue Platform Integrations Frequently Asked Questions

Lifecycle Manager

Configure Renewal Opportunity Process Configure Create Opportunity Popup Import Subscriptions into Nue Nue Sales Console

Quote Builder

Quote Builder Overview Quote and Order Split Quote Approval Sync Primary Quote to Opportunity Template Quote Manage Filters

Lifecycle Manager

Lifecycle Manager Overview Upsell and Downsell Renew Subscriptions Co-Term Subscriptions Cross-Sell Reconfigure Bundle Subscriptions Adjust Prices Evergreen Subscriptions Cancel Subscriptions Cancel Orders Preview Invoices Manage Service Milestones and Milestone-based Billing

Nue Platform

Manage Custom Fields Product Search Plugin Lookup Filter Plugin Default Value Plugin Invoice Preview Plugin Query Nue Objects using GraphQL Price Tag Search Plugin

Use Cases

Subscription Ramp Pricing Configure Pricing for Different Billing Periods Billing Account Search Setting a Price Floor Revenue Sharing with Partners Custom Payment Terms Update Order Information Customize Auto-numbering Schemes

Everything Billing

Billing Accelerator Overview Billing Parameters Billing Schedules Invoice Status Explained Credit Memos Late Fees - a Debit Memo Use Case Catch-up Bill Run Billing Account Hierarchy Scheduled Sync Jobs Billing Groups Multiple Entities

Collections

Collections Overview Collections Scenarios - Invoicing Collections Scenarios - Credit Memos and Debit Memos Collections Scenarios - Payments Collections Scenarios - Refunds and Reversals Collections Scenarios - Write Off Payment Rules

How-to Guide

Lifecycle Manager Nue Platform

Usage Accelerator

Usage Accelerator Overview The Credit Burndown Usage Model Multiple Credit Pools Credit Proration One-time Credits Integrate with Existing Usage Systems

Developer Resources

Use Cases Object Model API Reference Apex Global Services Self-Service Reference Guide Client Side Pricing Engine

Lifecycle Intelligence

Revenue Lifecycle Intelligence Subscription and Order Metrics ARR Momentum Booking Dashboard Pipeline Dashboard Billing and Collections Dashboard

Support

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The Nue Platform

System Settings Platform Settings Lifecycle Manager Settings Price Builder Settings Billing and Usage Settings Nue Security API Keys Roles and Permissions Export and Import Understanding Data Storage and Synchronization

Integrations

Nue on Salesforce Nue on Salesforce Permission Sets Stripe Integration DocuSign Integration QuickBooks Integration NetSuite Integration - ARM Connector Recognize Revenue via RightRev Calculate Taxes via Avalara Integration Calculate Taxes via Stripe Tax Webhooks Update Nue Integration User for Salesforce Integration Nue on Salesforce Layout Configurations NetSuite Integration v2023 NetSuite Integration Setup NetSuite Connector - Fields Mapping Streamlined E-Invoicing with Avalara ELR

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Everything Billing

Scheduled Sync Jobs

Overview

Nue leverages the Salesforce platform to integrate the Nue billing system with Salesforce CRM, so the business data generated in Salesforce, for example, orders and subscriptions, will be synced to Nue. And the billing-related data like invoices are synced back to Salesforce to give the end users a full view of their customer's lifecycle.

There might be unsuccessful data sync between Nue and Salesforce for the following reasons:

Network Issues:

Internet connectivity: Unstable or disrupted internet connections on either side can prevent data from being transmitted or received for syncing.
Firewall restrictions: Firewalls configured to block specific ports or protocols used by the integration can hinder communication.
Network timeouts: If the network takes too long to transmit data, timeouts may occur, leading to partial or failed syncs.

Integration Problems:

Incorrect configuration: Mistakes in the settings or parameters of the integration can cause miscommunication or data formatting issues. For example, the connected app might not be configured correctly or the integration users don't have enough permissions

API limitations: Some APIs may have limitations on data size or frequency of updates, causing bottlenecks or delays in syncing.

Data Related Issues:

Data validation errors: Invalid data formats or missing fields in one system may prevent syncing data from one system into the other.

Other reasons:

System overload: High concurrent activity or processing demands on either system can slow down or delay data syncing.

Maintenance downtime: Scheduled maintenance on either system can temporarily interrupt syncing until it returns online.

Authentication issues: Expired credentials or authorization problems can prevent access to necessary data or systems.

Scheduled Jobs

To maintain the correct sync status between Nue and Salesforce, Nue has scheduled the following nightly jobs to re-sync any data not in syncing status.

Business Object	From	To	Scheduled Time (UTC Timezone)	Scheduled Time (PST Timezone)
Order	Salesforce	Nue	8:30 AM	0:30 AM
Subscription	Salesforce	Nue	8:30 AM	0:30 AM
Invoice	Nue	Salesforce	9:00 AM	1:00 AM
Credit Memo	Nue	Salesforce	9:00 AM	1:00 AM
Debit Memo	Nue	Salesforce	9:30 AM	1:30 AM
Payment Application	Nue	Salesforce	10:00 AM	2:00 AM