NetSuite Connector
The NetSuite connector in SyncNow enables secure and flexible synchronization of records, fields, attachments, and more between NetSuite and other work systems.
π Setting NetSuite Token Authentication
1. Create an Integration Record
The Integration Record identifies the application in NetSuiteβs system.
- Navigate to Setup β Integration β Manage Integrations β New.
- Create an Integration Record if none exists.
- After creation, retain the API Key and API Secret.
- Retain the Application ID.
- If the Integration Record already exists but lacks an API Key and Secret, edit the record, click Reset Credentials, and set:
- Name: Your-Application-Name
- Authentication: Token-Based Authentication
- State: Enabled
SyncNow connector uses NetSuite Token authentication. Hereβs how to configure NetSuite to work with SyncNow.
2. Enable Token Authentication
- Navigate to Setup β Company β Setup Tasks β Enable Features β SuiteCloud β Manage Authentication.
- Ensure Token Based Authentication is enabled.
- Click Save.
3. Set an Integration Custom Role
- Navigate to Setup β Users-Roles β Manage Roles β New.
- Create a new role, enter name and ID.
- Set the necessary permissions for SyncNow to work properly.
- For every record type to be synchronized as target, include edit and read permissions.
- For custom record types, add permissions in the custom record tab.
- For Token-based Authentication, include under the Setup subtab:
- Access Token Management
- User Access Tokens
- SOAP Web Services
- REST Web Services
- Log in using Access Tokens
4. Create Access Tokens
- Navigate to Setup β Users-Roles β Access Tokens β New.
- Select the application and role you created earlier, then click Save.
- Retain the Token ID and Token Secret.
5. Account ID
- In NetSuite Admin, click Setup β Integration β Web Service Preferences.
- Retain the Account ID displayed.
Set: API Key, API Secret, Application ID, Token ID, Token Secret in the SyncNow System connector dialog.
π Create RESTlet Script for Synchronizing Attachments
To add support for attachments synchronization:
- Navigate to Customization β Scripting β Scripts β New.
- Press the + button.
- Upload
AttachmentRestlet.js
(found in the installation directory under Install β scripts β NetSuite). - Press Create Script Record.
- Retain the Attachments Suite Script ID.
- Press Deploy Script.
Set: API Key, API Secret, Application ID, Token ID, Token Secret, and Attachments Suite Script ID in the SyncNow System connector dialog.
ποΈ Fields Support
SyncNow supports most NetSuite field types. However, NetSuite calculated fields and fields that do not store value cannot be synchronized.
π€ User Fields
- Reference fields that refer to Employee or other user records can be mapped as User fields.
- If the target field is not a User field, specify which property to save (email, full name, or username).
π Reference Fields
To synchronize any Reference field, add a reference path to the desired child entity (up to 30 levels deep).
π List Reference and Attachments Fields
No extra configuration is required to synchronize List Reference and Attachments fields.
π HTML Fields
- To synchronize an HTML field from NetSuite, set the field data type to HTML.
π¬ Discussion Fields
To synchronize discussions, select the Comment Virtual Field for NetSuite and refer to its real sub record. The Custom Sub Record should have at least:
- A field with the message
- A field referencing the parent record
β οΈ NetSuite Limitations
- Not all custom fields appear in the available fields list during field mapping.
- If you cannot find a field:
- In NetSuite, open any existing record of the entity type whose fields you want to synchronize.
- Click on the field name that you cannot find in Fields Mapping in SyncNow UI.
- Copy the name of the field.
- Paste it in the appropriate fields pair.