NetSuite

Get started with the NetSuite source!

Connector Details

NameValue
PlatformNetSuite
Auth TypeOAuth
Sync TypeIncremental
DirectionBidirectional
API versionSOAP API
Testing AccountFree Developer Account
Unified SchemaSupported in the Accounting Schema

Connector Versions

NameVersionStageDescription
NetSuitev1GASupports production NetSuite accounts
NetSuite (S)v1GASupports sandbox NetSuite accounts
NetSuite (R)RESTGASupports NetSuite accounts using SuiteQL API

Obtain NetSuite Credentials

The NetSuite tap requires the following fields. Need help finding your credentials? Follow the guide below.

Field NameDescription
Account IDYour NetSuite Account ID
Consumer KeyYour NetSuite Consumer Key
Consumer SecretYour NetSuite Consumer Secret
Token KeyYour NetSuite Token Key
Token SecretYour NetSuite Token Secret

Get the Account ID

Login to NetSuite.Enter your credentials and Click on Login button.

To get your NetSuite Account ID, go to Setup > Company > Company Information

Setup > Company > Company Information

On the Company Information page, you will see the ACCOUNT ID label on the right side. Save the number, but leave off the trailing _SB1

NetSuite Company Information Page

For the example above, my Account ID is 555555

Get the Consumer Key/Secret Pair

To create a Consumer Key/Secret Pair we will need to create an Integration Record

Head to Setup > Integrations > Manage Integrations

Setup > Integrations > Manage Integrations

Once you're on the Manage Integrations page, press New

Create new Integration Record

On the new integration record page:

  1. choose a name for your integration

  2. check the Token-Based Authentication option

  3. check the "TBA: ISSUETOKEN ENDPOINT" option

  4. uncheck the "TBA: AUTHORIZATION FLOW" option

  5. uncheck the "AUTHORIZATION CODE GRANT" option

Configured Integration Record

Make sure your settings match the above, and press Save

Successfully created Integration Record

Now that your Integration Record is created, scroll down to find your Consumer Key/Secret Pair

Your Consumer Key/Secret Pair is only displayed once! Make sure to save it from this screen, or else you will have to generate a new key pair.

Integration Record Consumer Key/Secret Pair

Get the Access Token Key/Secret Pair

The next step is to generate an Access Token Key/Secret Pair – to do this will need to create an Integration Role and assign it to a User.

Create the Role

Head to Setup > Users/Roles > Manage Roles > New

Setup > Users/Roles > Manage Roles > New

On the new role page choose a name for your integration role

Name the Integration Role

Now you can configure the minimum permissions:

Setup - User Access Token (Full)

Setup - SOAP Web Services (Full)

Setup - Log in using Access Tokens (Full)

Setup - Integration Application (Full)

Setup - REST Web Services (Full)

Setup - Access Token Management (Full)

Add minimum permissions to use the API

Add the permissions you need to access relevant data in the Transactions, Reports, and Lists sections. See a full list of available objects in the NetSuite docs

Permissions to access specific objects

Once you're ready, press Save

Assign the Role to a User

If you would like to create a new User for the Integration, head to Lists > Employees > Employees > New

Lists > Employees > Employees > New

Alternatively, if you already have a User you'd like to use ready, head to Lists > Employees > Employees > Search and open the user.

Lists > Employees > Employees > Search

Once you have opened the relevant user, and select Edit

Edit Employee

Scroll down to the Access > Roles tab, and add our new Integration Role to the list

Add Integration Role to User

Press Save

Generate the Access Token Key/Secret Pair

The final step is to generate the Access Token Key/Secret Pair for the User.

Head to Setup > Users/Roles > Access Tokens > New

Setup > Users/Roles > Access Tokens > New

On the Access Token page, select the Integration Record (Application Name), User, and Role we just setup

Access Token Page

Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page:

Access Token/Secret Pair

All done! You're ready to use NetSuite integration via hotglue.

That's it!

Supported Data

The NetSuite source currently supports the following objects:

NameDescription
AccountsThe chart of accounts for your company lists all of the accounts set up to use in the general ledger for your NetSuite account.
Classifications
CreditMemosYou can use a credit memo to reverse a charge you billed to a customer.
CustomerThe fields and subtabs on the customer record vary depending on the features enabled in your account.
InventoryAdjustmentThe Adjust Inventory form enables you to change the quantity and value of an inventory item without entering a purchase order.
InventoryItemNetSuite inventory item records let you track the quantity and value of your inventory.
InventoryTransferTransfer orders are different than basic inventory transfers because you can track each stage of the transfer process and know when items are in transit
InvoiceAn invoice is a record of sale to a customer. Enter an invoice when payment for goods or services is not received at the time of delivery.
Items
PriceLevelYou can create different price levels for selection on the sales order, up to a limit of 1,000. Setting up multiple price levels enables you to have greater flexibility to set different pricing for different customers.
PurchaseOrderEnter a purchase order to record a pending purchase and keep a record of items you need to stock or expect to receive. Then, you can track items you receive and items that remain outstanding.
SalesOrdersA sales order is a transaction that records a commitment to sell items or services to a customer.
VendorBillsTrack your payables by entering bills as they arrive from vendors and pay them from the payables list as they are due.
VendorPaymentBy recording the bill payment in NetSuite, the payment posts to the general ledger as an expense and the amount of the payment is deducted from your accounts payable total.
Vendors

Don't see something you're looking for? Let us know

You can always edit the data you're pulling from the NetSuite connector in the field map settings: