NetSuite

NetSuite connections give you access to your company’s finance, operations, and customer relations data.

Source Setup

Etleap uses Token-based Authentication (TBA) Tasks for Administrators to authenticate your NetSuite account. Please perform the following steps within your Netsuite account to enable API access.

Step 1. Enable TBA

Select Setup → Company → Enable Features.
Click the SuiteCloud sub-tab.
In the SuiteScript section, check the following boxes:
1. Client SuiteScript. Click I Agree on the SuiteCloud Terms of Service page.
2. Server SuiteScript. Click I Agree on the SuiteCloud Terms of Service page.
In the Manage Authentication section, check the Token-based Authentication Box. Click I Agree on the SuiteCloud Terms of Service Page.
Click Save.

Step 2. Create a Role

Select Setup → Users/Roles → Manage Roles → New to create a new role for Etleap.
Enter a name for the role in the Name field.
Select Permissions → Setup near the bottom of the page and expand the drop-down menu to Set system-wide permissions.
Select each of the following permissions from the drop-down menu and click Add:
1. Custom Body Fields
2. Custom Column Fields
3. Custom Entity Fields
4. Custom Event Fields
5. Custom Item Fields
6. Custom Record Types
7. Deleted Records
8. SOAP Web Services
Select each of the following permissions from the drop-down to enable the user to generate and log in with API tokens:
1. Access Token Management (optional) - This Allows you to create and revoke access tokens for some users with a TBA-enabled role; Cannot generate access tokens for an administrator; Cannot generate access tokens for their own use; Cannot use access tokens to log in to the API.
2. User Access Tokens - This allows users to generate access tokens only for themselves.
3. Log in using Access Tokens - This allows users to use access tokens to log in to the API.
Set the desired permissions for each table under the Transactions, Lists, Setup, or Custom Record subcategories.
Click Save once you have set the required permissions.

Step 3. Set additional table permissions (optional)

Some tables, such as Accounts, require multiple permissions for the role to see all the content in the table. Using Accounts as an example, conduct the following steps to set additional permissions for these types of tables:

Select Setup → Users/Roles → Manage Roles. Under Manage Roles, click Edit beside the applicable role name.
Set Your additional permission(s) from the Lists drop-down menu of the Permissions tab.
Click Add to add the permission.

You can verify whether you added the proper permissions by logging in as a user with the new role and validating if you see all the data that you are expecting.

Step 4. Connect the Role to a User

Select Setup → Users/Roles → Manage Users.
Select the relevant user.
Click Edit.
Scroll down to the Access tab.
Make sure the Give Access box is checked. If it is unchecked, you will need to specify a password for the user.
Expand the Role drop-down list on the Roles tab and select the role you created above.
Click Add and Save.

Step 5. Create the Netsuite Integration to Verify API Access for Etleap

Select Setup → Integration → Manager Integrations → Integration → New.
Set the CONCURRENCY LIMIT. This limit is the Max number of pipelines allowed to run concurrently by the integration. A connection conflict will cause your Etleap pipelines to fail.
In the Manage Authentication sub-tab, check the Token-Based Authentication box.
Click Save.
Copy the CONSUMER KEY and CONSUMER SECRET. For security reasons, the integration credentials will only be displayed once.

Step 6. Create your Access Token

Log in using the new role with your User Access Token permission.
In the Settings portlet, click the Manage Access Tokens link.
Click New My Access Token.
On the Access Token page:
1. Select the Application Name or Integration Record Name.
2. The Token Name is already populated with a concatenation of application name, user, and role. Enter your own name for this token if desired.
Click Save.
Copy the TOKEN ID and TOKEN SECRET values. For security reasons, the integration credentials will only be displayed once.

Step 7. Obtain your Account ID

Select Setup → Integration → SOAP Web Services Preferences.
Copy the ACCOUNT ID in the top-left of the page.

You will need to access the ACCOUNT ID, CONSUMER KEY, CONSUMER SECRET, TOKEN ID, and TOKEN SECRET values when creating a connection in Etleap.

Note

Prefer using an API? Go here and select NetSuite under the Body header to create your connection via API.

What Data is Available?

Warning

Update-Mode Deletes Support

Deletes are not supported for update-mode entities with this connector.

You can create NetSuite pipelines with the following entities:

Entity	Pipeline Mode	Iceberg Support
Account	Replace	Batch
Accounting Period	Replace	Batch
Adv Inter Company Journal Entry	Update	-
Assembly Build	Update	-
Assembly Item	Update	-
Assembly Unbuild	Update	-
Billing Account	Replace	Batch
Billing Schedule	Replace	Batch
Bin	Replace	Batch
Bin Transfer	Update	-
Bin Worksheet	Update	-
Bom	Replace	Batch
Bom Revision	Replace	Batch
Budget	Replace	Batch
Budget Category	Replace	Batch
Calendar Event	Update	-
Campaign	Replace	Batch
Campaign Audience	Replace	Batch
Campaign Category	Replace	Batch
Campaign Channel	Replace	Batch
Campaign Family	Replace	Batch
Campaign Offer	Replace	Batch
Campaign Search Engine	Replace	Batch
Campaign Subscription	Replace	Batch
Campaign Vertical	Replace	Batch
Cash Refund	Update	-
Cash Sale	Update	-
Charge	Replace	Batch
Check	Update	-
Classification	Replace	Batch
Consolidated Exchange Rate	Replace	Batch
Contact	Update	-
Contact Category	Replace	Batch
Contact Role	Replace	Batch
Cost Category	Replace	Batch
Coupon Code	Replace	Batch
Credit Memo	Update	-
Currency	Replace	Batch
Currency Rate	Replace	Batch
Custom List	Replace	Batch
Custom Record	Replace	Batch
Customer	Update	-
Customer Category	Replace	Batch
Customer Deposit	Update	-
Customer Message	Replace	Batch
Customer Payment	Update	-
Customer Refund	Update	-
Customer Status	Replace	Batch
Customer Subsidiary Relationship	Replace	Batch
Department	Replace	Batch
Deposit	Update	-
Deposit Application	Update	-
Description Item	Update	-
Discount Item	Update	-
Download Item	Update	-
Employee	Update	-
Entity Group	Replace	Batch
Estimate	Update	-
Expense Category	Replace	Batch
Expense Report	Update	-
Fair Value Price	Replace	Batch
File	Update	-
Folder	Replace	Batch
Gift Certificate	Update	-
Gift Certificate Item	Update	-
Global Account Mapping	Replace	Batch
Hcm Job	Replace	Batch
Inbound Shipment	Replace	Batch
Inter Company Journal Entry	Update	-
Inter Company Transfer Order	Update	-
Inventory Adjustment	Update	-
Inventory Cost Revaluation	Update	-
Inventory Item	Update	-
Inventory Number	Replace	Batch
Inventory Transfer	Update	-
Invoice	Multi-batch Update	-
Issue	Update	-
Item Account Mapping	Replace	Batch
Item Demand Plan	Replace	Batch
Item Fulfillment	Update	-
Item Group	Update	-
Item Receipt	Update	-
Item Revision	Replace	Batch
Item Supply Plan	Replace	Batch
Job	Update	-
Job Status	Replace	Batch
Job Type	Replace	Batch
Journal Entry	Update	-
Kit Item	Update	-
Lead Source	Replace	Batch
Location	Replace	Batch
Lot Numbered Assembly Item	Update	-
Lot Numbered Inventory Item	Update	-
Manufacturing Cost Template	Replace	Batch
Manufacturing Operation Task	Replace	Batch
Manufacturing Routing	Replace	Batch
Markup Item	Update	-
Merchandise Hierarchy Node	Replace	Batch
Message	Update	-
Nexus	Replace	Batch
Non Inventory Purchase Item	Update	-
Non Inventory Resale Item	Update	-
Non Inventory Sale Item	Update	-
Note	Update	-
Note Type	Replace	Batch
Opportunity	Update	-
Other Charge Purchase Item	Update	-
Other Charge Resale Item	Update	-
Other Charge Sale Item	Update	-
Other Name Category	Replace	Batch
Partner	Update	-
Partner Category	Replace	Batch
Paycheck	Update	-
Paycheck Journal	Update	-
Payment Item	Update	-
Payment Method	Replace	Batch
Payroll Item	Replace	Batch
Period End Journal	Update	-
Phone Call	Update	-
Price Level	Replace	Batch
Pricing Group	Replace	Batch
Project Task	Replace	Batch
Promotion Code	Replace	Batch
Purchase Order	Update	-
Purchase Requisition	Update	-
Resource Allocation	Replace	Batch
Return Authorization	Update	-
Rev Rec Schedule	Replace	Batch
Rev Rec Template	Replace	Batch
Sales Order	Update	-
Sales Role	Replace	Batch
Sales Tax Item	Replace	Batch
Serialized Assembly Item	Update	-
Serialized Inventory Item	Update	-
Service Purchase Item	Update	-
Service Resale Item	Update	-
Service Sale Item	Update	-
Solution	Update	-
State	Replace	Batch
Statistical Journal Entry	Update	-
Subsidiary	Replace	Batch
Subtotal Item	Update	-
Support Case	Update	-
Support Case Issue	Replace	Batch
Support Case Origin	Replace	Batch
Support Case Priority	Replace	Batch
Support Case Status	Replace	Batch
Support Case Type	Replace	Batch
Task	Update	-
Tax Acct	Replace	Batch
Tax Group	Replace	Batch
Tax Type	Replace	Batch
Term	Replace	Batch
Time Bill	Update	-
Time Entry	Update	-
Time Sheet	Replace	Batch
Topic	Replace	Batch
Transfer Order	Update	-
Units Type	Replace	Batch
Usage	Replace	Batch
Vendor	Update	-
Vendor Bill	Update	-
Vendor Category	Replace	Batch
Vendor Credit	Update	-
Vendor Payment	Update	-
Vendor Return Authorization	Update	-
Vendor Subsidiary Relationship	Replace	Batch
Win Loss Reason	Replace	Batch
Work Order	Update	-
Work Order Close	Update	-
Work Order Completion	Update	-
Work Order Issue	Update	-

Key Considerations

When creating the Integration Record (see “Create the Integration Record” step on Source Setup), you must configure the CONCURRENCY LIMIT, limiting the number of concurrent pipelines allowed by integration. If there is a conflict between the limit set in NetSuite and Etleap, your Etleap pipelines will fail.