Netsuite

BETA

Table of Contents

Setup

Integration

NetSuite is an integrated cloud business software suite from Oracle and it includes tools for business accounting, ERP, CRM, and ecommerce.

Setup

To enable syncing with NetSuite, you will need to enable SOAP Web Services and Token Based AuthenticationYou may need admin roles in order to perform these steps. In NetSuite, navigate to Setup > Company > Enable Features > SuiteTalk (Web Services) and enable "SOAP Web Services".On the same page, enable "Token Based Authentication" in the Manage Authentication section. It should look similar to the screenshot below.

Your account is now ready to start receiving data from an Integration. The next step is to create the integration credentials, so Hightouch can successfully upload data to it.

Integration

On the same Setup page, navigate to Integrations, on the menu on the left of the page. Then go to Manage Integrations. On that screen you will see a list of enabled integrations for your account.Create a new one, clicking on the "New" button. You now have the opportunity to choose a name for the integration (use a name that can be easily associated with Hightouch, like "Hightouch Destination" ) and enable Token-Base Authentication:

To grant access to Hightouch to synchronize data between your source and NetSuite, you need to create a role, a user and a authentication token for the integration. Hightouch will use that information to authenticate before submitting any data.Save the Customer Key and Customer Secret for the integration, as they will be part of the destination configuration.

Role

Without leaving the Setup page, now click on Users/Roles. The menu will show an option to Manage roles. Create a new one with a distinctive name, like "Hightouch Role". Then you can mark this role as "Web Services only Role". Hightouch requires the following permissions to be able to work properly:

In the tab Setup:
- Custom Body Fields
- Custom Fields
- Custom Record Types
- Custom Item Fields
- Login using Access Tokens
- SOAP Web Services
- Access token management

User

Now you can proceed to create a new user (on Manage Users). Fill the Employee form with all required fields, and assign a secure password for it on the Access tab. Then also assign the new role to this user.

Access Token

Lastly, you need a new Token. On the same User/Role page, go to Access Tokens. Now you can select the name of the Integration, the new role and the new user. When you click on Save, NetSuite will display a Token Id and a Token Secret. Keep these values in a secure location.

Destination setup

You are now ready to create the destination in Hightouch! Go to our destinations catalog and select NetSuite. Introduce your Account Id, Customer Key, Customer Secret, Token Id and Token Secret from the previous steps. Also select a good name for it.If your account is a Sandbox account, you would need to include the suffix _SB<number> as part of the account id.When the destination is created, you will have the opportunity to test the configuration on the setup form:

Sending data

Hightouch NetSuite destination allows you to send data as any entity. After you have created your model, select the object or entity that you want to transform your data to, for example, an Invoice, or a Customer.The mappings mirror 1 to 1 the NetSuite SOAP schema. That means that some of your columns might need to be JSON objects. To see the schema that NetSuite expects, go to your SOAP Schema Browser:https://<account id>.app.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2020_2/schema/record/account.htmlIf you have any issues creating the correct model, let us know and we'll be happy to help.

Custom records

Hightouch will query the custom record types for a NetSuite account, allowing you to send these records like any other NetSuite entity. Select the custom record type you want to sync in the list of objects. All custom records are part of the CustomRecords. namespace.Fields that contain references to other entities (record references) need to specify the internal or external Id for it, as well as the typeId that indicates the type of the record for the relationship.

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