Hi everyone, I'm pretty new to managing our software stack and I've hit a wall with this issue. Hoping someone can point me in the right direction.
We started using Docusign for NetSuite about three months ago to streamline our sales agreements. The signing process itself works great, but after a contract is completed, it's creating a duplicate customer record in NetSuite almost every single time. It seems to be making a new one instead of linking to the existing company we already have. Now our sales team is getting confused about which record to use, and our data is a mess.
I've been through the setup guides a few times, but I'm honestly overwhelmed by all the field mapping and workflow options. I'm not sure if the problem is in our Docusign connect settings, a NetSuite workflow, or something else entirely.
Has anyone else dealt with this? What's the most common fix? I'm trying to avoid having to manually merge hundreds of records.
✌️ annie