NetSuite

NetSuite
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With NetSuite modules in {{Make}}, you can watch, search, create or update, retrieve, and delete records.

	Note

To get started with NetSuite, create an account at NetSuite.com. The account setting up the integration must have admin or system administrator permissions.

The following steps are required before creating the connection in {{Make}}:

Enable token-based authentication

To enable token-based authentication and SOAP/REST webservice:

Log in to your NetSuite account as an admin.
Click Setup > Company > Enable Features.

Click SuiteCloud and select the following options:

Section	Options
SuiteScript	CLIENT SUITESCRIPT; SERVER SUITESCRIPT
SuiteTalk (Web Services)	SOAP WEB SERVICES REST WEB SERVICES
Manage Authentication	SUITESIGNON; TOKEN-BASED AUTHENTICATION

Click Save.

Create Consumer Key and Consumer Secret Credentials

You must create a new integration in NetSuite to generate a consumer key and consumer secret values.

Navigate to Setup > Integration > Manage Integrations > New.
Enter a Name for the integration, select Enabled in the State field, select Token-based Authentication and TBA: authorization flow, and paste the following in the Callback URL field https://www.integromat.com/oauth/cb/netsuite.
Click Save.
Copy the Consumer Key and Consumer Field and save them in a safe place.

You now have the consumer credentials to connect to {{Make}}.

Create and Assign Roles

An admin must create roles and assign them to the users or employees to access the integration details.

To access the roles page, search for Page:roles.
Click Edit next to Manage Roles.
Click New Role.

Enter the details as provided in the table and click Save. This creates a new role.

Name

Enter a name for the role.

Subsidiary Restrictions

Select All.

Permissions

In the Setup tab, add the following mandatory permissions:

Custom Body Fields - full access
Custom Entry Fields - full access
Custom Fields - full access
Custom Item Fields - full access
Custom Lists - full access
Custom Record Types - full access
Log in using Access Tokens - full access
REST Web Services - full access
Set Up Company - view access
SOAP Web Services - full access
User Access Tokens - full access

In the Lists tab, add the following mandatory permissions:

Custom Record Entries - full access
Item Collection - full access
Items - full access

In the Reports tab, add the following mandatory permissions:

SuiteAnalytics Workbook - full access

In the Transactions tab, add the following mandatory permissions:

Find Transactions - full access
Other required permissions for your desired transaction type.

Search for Page:Employees to assign the role to a user.
To assign the role to existing employees: Click Edit next to Employees and select the employee to assign the role to.

To assign the role to a new employee: Click Edit next to New Employees to create a new employee. Add the employee details.
Click Access > Roles, add the new role you have created, and click Save.

You have successfully created and assigned the roles to access the integration details.

Connect NetSuite to {{Make}}

All users can create a connection, while only admin can obtain the Consumer Key and Secret values and assign roles.

Log in to your {{Make}} account, add a NetSuite module, and click Add next to the Connection field.
Optional: In the Connection name field, enter a name for the connection.
In the Consumer Key and Consumer Secret fields, enter the credentials that you generated in NetSuite and click Save.
Grant access to {{Make}} by clicking Allow in the prompt.

You have successfully established the connection. You can now edit your scenario and add more NetSuite modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Standard Record

You can watch, search, create or update, retrieve, and delete records using the following modules.

	Note
	Some entity fields describing a record type are displayed with their internal API names instead of their labels in NetSuite. For example, in Account record types where the entity field is called as Parent, the internal ID label refers to Subaccount of. For Information, refer to NetSuite SOAP API documentation.

Watch Records

Triggers when a record is created or updated.

Connection	Establish a connection to your NetSuite account.
Search Record Type	Select or map the record type of the records you want to watch.
Entity Custom Fields	Select the custom fields to be listed for mapping. If you want to list all the fields then you can leave this empty.
Limit	Set the maximum number of records {{Make}} will return during one execution cycle. The default value is 2.

Search Records

Retrieves a list of records filtered by a query.

Connection	Establish a connection to your NetSuite account.
Search Record Type	Select the record type and add filters to search the record.
Limit	Set the maximum number of records {{Make}} will return during one execution cycle. The default value is 10.
Entity Custom Fields	Select the fields to be listed for mapping or leave the field blank to list records for all the available entity custom fields.

Create or Update a Record

Creates or updates an existing record by its ID.

Connection	Establish a connection to your NetSuite account.
Action	Select the action you want to perform. For example, `create a record and get an internal ID`.
Record Type	Select the record type and enter the details of the record you want to create.
Entity Custom Fields	Select the custom fields you want to add to this record. Once you select the custom field, an option to enter or map a value will be provided.

Get a Record

Retrieves the details of an existing record by its ID.

Connection	Establish a connection to your NetSuite account.
Record Type	Select or map the record type of the details you want to retrieve.
Internal ID	Enter the Internal ID of the record whose details you want to retrieve. Ensure that in the Preference section, you have selected the Show Internal ID checkbox to display the Internal ID column in the records page.
External ID	Enter the External ID of the record whose details you want to retrieve.
Entity Custom Fields	Select the fields to be listed for mapping or leave this field blank to list all available entity custom fields.

Delete a Record

Removes a record by its type and ID.

Connection	Establish a connection to your NetSuite account.
Record Type	Select or map the record type of the record you want to delete.
Internal ID	Enter the Internal ID of the record you want to delete. Ensure that in the Preference section, you have selected the Show Internal ID checkbox to display the Internal ID column in the records page.
External ID	Enter the External ID of the record you want to delete.
Reason Code ID	Enter the Reason Code ID applicable to the record you want to delete. You can find the ID at NetSuite Setup > Accounting > Accounting Lists and filter by Transaction Deletion Reason to get the reason ID.
Reason Memo	Enter a memo with the reason to delete the record.

Other

Make a SOAP API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your NetSuite account.
Action	Select or map an action for the call. For example, `Delete List`.
Body	Enter the body content for your API call. For example, `<platformMsgs:getAll><platformCore:record recordType="currency" /></platformMsgs:getAll>`
Header	Enter the desired request headers. You don't have to add authorization headers; we've already added those for you.
SOAP Verison	A valid SOAP version to apply for the call. For example, `NetSuitePort_2022_1`.

For more information, see the NetSuite SOAP API Documentation.

Example of Use - Get All Messages

The following API call returns all the messages from your NetSuite account:

Action: Get All

Body: <platformMsgs:getAll><platformCore:record recordType="currency" /></platformMsgs:getAll

Matches of the search can be found in the module's Output under Bundle. In our example, 5 messages were returned:

Make a REST API Call

Performs an arbitrary authorized REST API call.

	Note
	The Beta endpoints are available only if you are enrolled and have joined the Oracle NetSuite Beta programs.

Connection	Establish a connection to your NetSuite account.
URL	Enter a path relative to `https://{accountId}.suitetalk.api.netsuite.com/services/rest`. For example, `/record/v1/customer`.
Method	Select the HTTP method you want to use: `GET` to retrieve information for an entry. `POST` to create a new entry. `PUT` to update/replace an existing entry. `PATCH` to make a partial entry update. `DELETE` to delete an entry. `OPTIONS` to identify allowed request methods.
Headers	You don't have to add authorization headers and content type as they are already added for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call. It must be a valid JSON string.

For more information, see the NetSuite REST API documentation.

Example of Use - Get All Customers

The following API call returns all customers from your NetSuite account:

URL: /record/v1/customer

Method: GET

Search results can be found in the module's Output under Bundle. In our example, 313 customers were returned.

Run a SuiteQL Query

Executes a SuiteQL query.

Connection	Establish a connection to your NetSuite account.
Query	For more information on building a query, visit the NetSuite documentation.
Limit	The maximum number of results to be worked with during one execution cycle. The number must be between 1 and 3200.
Offset	The number of results to be skipped, it must be divisible by the page limit 100. Use this field with a repeater module only if you want to get more than 3200 results.

For more information, see the NetSuite SuiteQL documentation.

Example of Use - Customer Information

The following SuiteQL Query returns information for three customers from your NetSuite account.

Query: SELECT * FROM customer

Limit: 3

Results can be found in the module's Output under Bundle. In our example, 3 customers and their information were returned.

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