Netsuite Setup

The Netsuite Synapse enables data synchronization between Netsuite objects and Syncari entities using the Netsuite API. After the Synapse is Authenticated, a user can Activate the Netsuite Synapse, which enables Syncari to replicate the schema of Netsuite and make it available within the Unified Data Model. Using the Sync Studio, a user can map Netsuite objects to Syncari entities, and Netsuite fields to Syncari fields. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and fields in Netsuite. 

If your Netsuite security requires you to whitelist an IP you can find that here.

Synapse Functionality

• Schema Discovery of Standard Objects
• Bi-Directional Sync of Standard Objects

Netsuite Setup

Prerequisites:

• Administrator permissions to access Netsuite
• API User and Role
  • We recommend creating a new user for the Syncari integration.
• Token-based Authentication

  • Follow these instructions to setup Token Based Authentication in NetSuite.

• Note the Netsuite Web Services concurrency limits for your subscription. Identify all web services integrations with Netsuite and determine which integrations need priority. See the Netsuite documentation here. 

Configure the following Permissions for the User Role in Netsuite:

1. 1. Login to Netsuite
   2. Navigate to Setup > Users/Role > Manage Roles
   3. Select a Role for the API User
   4. Under Permissions, navigate to Reports
   5. Add SuiteAnalytics Workbook
   6. Under Permissions, navigate to Setup
   7. Add REST Web Services and SOAP Web Services

Configure User Timezone

For Syncari to work correctly, the user timezone must be set to GMT. REST Web Services use the authenticated user's timezone for API calls. 

1. Login to Netsuite
2. Navigate to Set Preferences
3. Set Time Zone to GMT (Note: If this setting is greyed-out, you'll need to go into Setup → Company → Company Preferences to change the setting)

Enable Beta Access to the REST API

Oracle/Netsuite requires a signup to access their Oracle Cloud Services Beta Trial License Agreement. There is a form that must be submitted by a team member at your organization that is authorized to sign the agreement. You can request access by doing the following within Netsuite:

1. Click "Setup"
2. Click "Company"
3. Click "Enable Features"
4. An information bar will appear at the top of the page explaining how to access the service. There is a link to the form within that message. Click the link within the message to submit the form. 

You'll be able to complete the setup after you are granted access to the Oracle Cloud Services Beta Trial. 

Create the Integration

Follow these steps in Netsuite to prepare the integration between Netsuite and Syncari:

1. Login to Netsuite:
   https://system.netsuite.com/
2. Navigate to Setup
3. Click "Integration"
4. Click "Manage Integrations"
5. Click "New"
6. Complete the following parameters:
7. Click "Save"
8. *IMPORTANT* After clicking Save, you must Copy/Save the Client Credentials otherwise you will need to Reset Credentials.
9. Navigate to Setup > Company > Enable Features
10. Click "SuiteCloud"
11. Enable the following:
    SuiteTalk (Web Services) Options: 
    • SOAP Web Services
    • REST Web Services
    • REST Record Service (BETA)
    Manage Authentication Options: 
    • Token-Based Authentication

1. Click "Save"
2. Click "Analytics"
3. Enable the following Features
   • SuiteAnalytics Workbook
4. Click "Save"

Gather Synapse Information

The following information is required to setup the Netsuite Synapse:

• API Endpoint (e.g. https://<account id>.suitetalk.api.netsuite.com)
• Consumer Key
• Consumer Secret
• Token Id
• Token Secret

Synapse Setup

Step 1: Start by logging in to your Syncari subscription

1. Navigate to Synapses
2. Find Netsuite in the Synapse Library
3. Drag the Netsuite Synapse to the canvas

Step 2: Configure your Synapse parameters

1. Enter [Synapse Name]
2. Enter [Endpoint URL] 
3. Click Next

Step 3: Define your authentication parameters

1. Enter [Consumer Key]
2. Enter [Consumer Secret]
3. Enter [Token ID]
4. Enter [Token Secret]
5. Click "Authenticate"
6. Click "Next"

Step 4: Activate your Synapse

1. Click "Make Synapse Active"
2. Click "Close"

Congratulations! You have completed the setup of Netsuite.

If you receive any errors message after clicking Authenticate, confirm each of the parameters in the previous steps are configured properly. If the error persists, contact one of our Onboarding and Support team members.

Default Mappings

Should you choose to Activate and Create Pipelines, the following default mappings will be created:

Download as CSV.