Integrating NetSuite

NetSuite is a cloud-based business management software that integrates with Syncware. The following workflows are supported for this integration:

  • Orders (Sales, Purchase, Transfer)
  • Inventory
  • Shipments
  • Payments
  • Estimates
  • Invoices
  • PO Receipts
  • Products
  • Customers

To integrate NetSuite with your Syncware account, you'll need to

  1. Add NetSuite
  2. Connect your NetSuite account*
  3. Map your workflows
  4. Configure your settings

*To connect your NetSuite account, your Token ID, Token Secret, Consumer Key/Client ID, Consumer Secret/Client Secret, Application ID, NetSuite Account #, and Role Name are required. To obtain these required items, you must enable token-based authentication in NetSuite.

Add NetSuite

  1. From the navigation menu, select Integrations.
  2. On the Integrations page, click ADD INTEGRATION.
  3. On the Integrations List page, search NetSuite, and click ADD.
  4. You will be presented with the applicable fees for the integration. To proceed, click REVIEW.
  5. You will be presented with a summary of the fees that will be billed to you. If you approve, click APPROVE.

Result

NetSuite will be added to your Syncware account as an integration.

Connect your NetSuite account

*To connect your NetSuite account, your Token ID, Token Secret, Consumer Key/Client ID, Consumer Secret/Client Secret, Application ID, NetSuite Account #, and Role Name are required. To obtain these required items, you must enable token-based authentication in NetSuite.

  1. From the navigation menu, select Integrations.
  2. On the Configure Integration page, click on the following fields to enter the required information:
    1. Token ID*
    2. Token Secret*
    3. Consumer Key/Client ID*
    4. Consume Secret/Client Secret*
    5. Application ID*
    6. NetSuite Account #*
    7. Role Name*
  3. Click SAVE.

Result

Your NetSuite integration will be connected to Syncware.

Map your workflows

Before you begin, ensure you've reviewed the instructional video for building your workflow with Sync Builder.

  1. From the navigation menu, select Integrations > Sync Builder.
  2. On the Sync Builder page, NetSuite will be displayed in the Integrations and Actions menu to the left. Use the arrow to display the NetSuite available actions.
  3. From the menu, click and drag the actions that you would like to add to the workspace on the right.
  4. Once you have added the actions for your workflow, click SAVE.

Result

Your NetSuite actions are ready to be configured and verified.

Configure your settings

  1. From the navigation menu select Integrations.
  2. Click the Configure button to the right of your NetSuite integration.
  3. On the Configure Integration page, click on the following fields to enter the required information you would like configured and input the required information.

While you can configure and customize your integration in many ways, our customers use the following fields most often:

Field Name Field Guide Suggestion
Last Order Import This field will display the last order that was imported from NetSuite. This can be used to pull in missing orders by changing the last order field and then running the Get Orders Action.
Active Customers Only When set to TRUE, all active customers will be pulled from NetSuite.
Auto Add Customer When set to TRUE, customers are added to the system if the customer is not already present in Syncware.
Auto Add Item When set to YES, products are added to the system is the product is not already present in Syncware.
Auto Invoice When set to YES, Invoices will be created automatically for the applicable Sales Order created.
Force Customer Update When set to TRUE, while importing customer information in Syncware, customer information will be updated if the customer is already present in Syncware.
  1. Click SAVE in the top right corner of the page once complete.

Result

Your NetSuite settings have been configured.

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