NetSuite (REST)

Sync business-critical data from your data warehouse to Netsuite with Hightouch

Overview

NetSuite's suite of ERP tools enables large businesses to manage internal as well as external workflows for accounting, customer engagement, and e-commerce. By ensuring that your NetSuite data is up-to-date and in sync with your data warehouse, you can enable various teams to work with the freshest data when building workflows or engaging with customers.

REST vs SOAP

Hightouch allows you to use NetSuite's REST or SOAP endpoints. This destination connects with the REST endpoints and it's recommended if you are using any of the following NetSuite features:

• SuiteBilling
• Custom Transactions

While this destination also offers compatibility with some of NetSuite's standard entities (for example, Invoices, customers, accounts, etc.), it's suggested to use our other NetSuite destination that supports the entire NetSuite entity catalog.

Setup

To enable syncing with NetSuite, you will need to enable REST Web Services and Token Based Authentication

You may need admin roles to perform these steps. In NetSuite, navigate to Setup > Company > Enable Features > SuiteTalk (Web Services) and enable "REST 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 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
  • REST Web Services
  • Access token management

Important: You will also need to include permissions with the full level for all of the objects you plan to sync to. For example, if you want to sync to SalesOrder, you will need to go to the Transactions tab and select Sales Order from the list.

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 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 a NetSuite destination in Hightouch. Go to our destinations catalog and select NetSuite. Enter your Account ID, Customer Key, Customer Secret, Token ID and Token Secret from the previous steps. Finally, enter a descriptive name for the destination, for example, "NetSuite (Production)".

If your account is a Sandbox account, you need to include the suffix _SB<number> as part of the Account ID. Please follow these guidelines when entering the Account ID:

• SB should be in uppercase.
• The Sandbox suffix should be included with an underscore (_).

For example, if the Account ID in your sandbox is 1234567-sb1, then you need to set your Account ID as 1234567_SB1 in your sync configuration.

Once you've set up the destination, be sure to test the configuration from the setup form:

Sending data

Hightouch NetSuite destination allows you to send data as any supported 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 REST schema. That means that some of your columns might need to be JSON objects. To see the schema that NetSuite expects, go to the REST browser.

If you have any issues creating the correct model, let us know and we'll be happy to help.

JSON values

Some of the REST fields are expected to be JSON objects. The most common one are references to other objects. For example, in an Invoice, the entity field points to a Customer 1. To make that reference, your column should contain a string or a JSON object (if the database supports it) like this:

{ "id": 1 }

You can use also external IDs for references, as:

{ "externalId": 1 }

Arrays

Arrays are a bit special on NetSuite schema. They are usually wrapped in a JSON object. For example, an Invoice supports a field item that is an array of items:

{
  "items": [
    { "item": { "id": "8" }, "line": 1, "amount": 1, "price": { "id": "-1" } }
  ]
}

For more information on how to format the values expected by NetSuite, check the REST browser.