Integration Setup

our netsuite connector is made to be configurable to how you use nue using docid\ lrfws28h1umn2 elujuvp i e an order based integration or using docid\ lhvgw9xp626esvkvekf53 i e and order and invoice based integration this page will guide you through the initial setup for both integrations docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup netsuite docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 step 1 permissions to configure netsuite and install the connector, you need an administrator or a similar role with adequate permissions such as an integrations role docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 step 2 enable required features ensure that suiteanalytics are enabled navigate to setup > company > enable features on the analytics tab , check suiteanalytics workbook docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 step 3 create custom fields on the transaction line object in the object transaction line, we are using the following field to integrate with netsuite arm custcol nue term create custom fields jpg docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 step 4 revenue fields mapping for revenue recognition to automate revenue plans in netsuite arm, follow the steps below to setup the field mapping login to netsuite navigate to setup → accounting → revenue field mapping → new rev rec map the fields menu jpg configure the following source record type transaction line source field ids custcol nue start date → start date ; custcol nue end date → end date rev rec map the fields jpg step 5 setup the nue connector (netsuite bundle) the nue connector for netsuite enables seamless synchronization between nue and netsuite by introducing custom fields, mappings, and records designed to track and manage revenue lifecycle events these fields help users identify records created or updated through nue and maintain sync integrity across systems bundle fields the following fields are included in the nue connector bundle nue created from nue indicates if the record was created from nue this value will be true for all records originating in nue nue transaction # the unique transaction number associated with the record in nue nue sync status displays baseline sync information set when a record is created or activated for sales orders , this field updates automatically when change orders are applied nue sync last shows the timestamp of the last integration activity affecting the record typically corresponds to record creation time but updates when change orders modify the sales order in netsuite nue url link provides a direct link to the corresponding record in salesforce this field is populated only when the related record exists in salesforce nue transaction id stores the salesforce record id populated only when the record exists in salesforce bundle scripts the bundle also includes a pre configured restlet script a restlet is a server side netsuite script that exposes a secure https endpoint, allowing external systems (like nue) to call netsuite using rest apis in this case, the "nue item create" restlet is what nue uses to programmatically create or update item records in your netsuite account, so deploying it is what makes that endpoint available to your integration role we will be configuring this in step 6 field mappings the nue connector maps applicable fields to the following netsuite record types product customer sales order invoice credit memo return authorization payment customer refund installation instructions in netsuite, navigate to customization > suitebundler > search & install bundles in the search bar, enter “nue connector 2025” locate the bundle published by nue io click install to begin the installation once installation is complete, verify that the nue connector fields are visible on the applicable record types listed above the bundle exposes these fields to the "standard form" for each transaction if you are using custom forms, please ensure that all nue fields are on all netsuite transaction forms and sublists manage updates to netsuite bundle when there are changes to the netsuite bundle for bug fixes, customers must update their netsuite bundle to receive the fix the script update is not automatically applied to existing environments this is done by locating the bundle in customization > suitebundler > search & install bundles and clicking "update" step 6 deploy the restlet script navigate to customization → scripting → scripts find the script "nue item create" (id customscript nue item create) click deploy script and configure title nue item restlet deployment status released log level error (for production) or debug (for sandbox) under the audience subtab → roles tab select your existing integration role as your internal role ensure only this role has access (do not click select all) click save copy the external url —you'll need this when you setup the integration in nue step 7 create an oauth 2 0 integration record in netsuite navigate to setup → integration → manage integrations → new configure your new integration with the following settings name oauth 2 netsuite integration (or your preferred name) token based authentication section leave all checkboxes unchecked in the oauth 2 0 section check authorization code grant leave public client unchecked set redirect uri to https //auth tray io/oauth2/token set refresh token validity (hours) to 168 set maximum time for token rotation (hours) to 168 leave client credentials (m2m) grant unchecked in the scope section check restlets check rest web services leave suiteanalytics connect unchecked leave netsuite ai connector service unchecked set oauth 2 0 consent to always ask click save important copy and securely store the client id and client secret displayed after saving—the secret is only shown once and will be used when you setup the integration in nue docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup nue permissions required the following permissions must be enabled in the user role integrations manage netsuite integration collections view payment application manage payment application system settings manage events and webhooks docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup netsuite connection please follow the steps below to setup connections to netsuite navigate to nue > settings (via the gear at the top right corner of the dashboard) in the search box, search for netsuite integration navigate to the netsuite integration setup page upon clicking on the 'new integration' button you will brought to the initial setup input an "integration name" you can select between two options as the integration use case "using nue for cpq and lifecycle manager" an order based integration as documented in docid\ lrfws28h1umn2 elujuvp if you select this option , you can skip "setting up your integration use case" and navigate to https //docs nue io/i8gr netsuite integration setup#inputting your netsuite configuration "using nue for lifecycle manager (cpq) and billing" an order and invoice based integration as documented in if you select this option , you can proceed to " https //docs nue io/i8gr netsuite integration setup#setting up your integration use case " click "save and next" setting up your integration use case upon clicking "save and next", you will be brought to the https //docs nue io/setup your integration use cases page if you leave both unchecked, it would mean that you are using the default netsuite integration solely for accounting (and collecting elsewhere) as detailed in this page docid\ p 8wlndvej mch7yigrul this ensures your invoices and payments make it from nue > netsuite if you check "payments and collections" it will enable the payments integration as explained on this page https //docs nue io/collect payments with netsuite this ensures that payments are synced from netsuite > nue if you check "revenue recognition" it will allow revenue recognition as explained on this page docid\ sl8sd iglch3cqdhoetpz inputting your netsuite configuration next, you will enter the main nue to netsuite authentication page this page is where you setup the main configuration variables to connect to your netsuite instance first, we will need to create "api key based" authentication for nue please find your api key in your settings > api keys as documented https //api docs nue io/api keys#configure api keys click on the three dots on the side and click "update" which will launch the config wizard on the config wizard page, you can paste your api key and then click save next we will setup the netsuite rest connecter here, we will utilize the credentials we created from step 7 upon inputting your account id and client id and secret, we can then click create your account id for netsuite is found in your netsuite instance under setup → company → company information your client id and secret was saved and created in netsuite in https //docs nue io/i8gr netsuite integration setup#step 7 create an oauth 20 integration record in ne upon creation, you will be redirected to a netsuite page after logging into your netsuite instance ensure that this integration shows the role you selected in https //docs nue io/i8gr netsuite integration setup#step 6 deploy the restlet script upon clicking continue, you will be brought back to the nue integration page if this integration is synced correctly, you will be shown a succesful message errors likely are a result of a mismatch in the role you selected when deploying your restlet script in step 6 finally, you can input your account id once more as well as the create product restlet url as per instructions in https //docs nue io/i8gr netsuite integration setup#step 6 deploy the restlet script while setting up netsuite congrats! we've finished the authentication for netsuite we will now proceed to further configuration for customers, products and transactions sync customers the nue netsuite connector ensures that customers are seamlessly synchronized between salesforce and netsuite, supporting two primary use cases 1\ sync customers from nue to netsuite upon customer creation in salesforce or 2\ sync customers when an (active) order is created in nue on salesforce and transferred to netsuite transaction hub in both use cases, nue ensures seamless synchronization by maintaining a transaction hub record that links the nue customer id with the corresponding netsuite customer id this mechanism prevents the creation of duplicate customer records in netsuite by verifying the existence of a mirrored customer id before any new record is created if a potential duplicate is detected, the connector retrieves and uses the existing netsuite customer id, ensuring data integrity and eliminating redundancy let's go through both scenarios step by step allowing us to configure the customers configuration page docid 05692a402d32680aeaa61825e4d06f0b6c5356d2 scenario 1 sync customers upon customer creation in salesforce (prior to transactions) if the requirement is to sync customers to netsuite prior to transaction creation, this configuration should be selected users can follow the steps below to setup this scenario check the "yes" checkbox for option " sync nue customers to netsuite when the "customer since" field is populated? " additionally, navigate to nue app → settings → salesforce integration check "migrate data" for setting " automatically synchronize salesforce accounts to nue customers when they are created or updated " this allows all new customers in salesforce to be synced to nue this can also be tested upon finishing configuration via the following steps create a customer in salesforce and populate the "customer since" field every 12 hours, the netsuite connector checks if the "customer since" field is populated for any customer if the field is populated and the customer hasn’t been synced to netsuite, the connector creates a corresponding customer in netsuite docid 05692a402d32680aeaa61825e4d06f0b6c5356d2 scenario 2 sync customers when an active order is transferred if the requirement, is to only sync customers upon active orders then we can leave this field unchecked in this scenario, when an order is transferred to netsuite, if the customer referenced by the order does not exist in netsuite, the netsuite connector automatically creates the customer using configured values and mapped data more specifically, the following is the business flow an order is created and activated in nue the netsuite connector checks if the customer is already mirrored in netsuite if not found, the connector creates the customer in netsuite and links the order to the new customer record customer field mapping we support custom field mapping at the https //docs nue io/netsuite connector fields mapping#customer for further documentation on what fields are available as a standard field in the integration you can refer to docid\ fwqncvvwlu0lp5ykwenj6 additionally, in order to set up custom fields for the netsuite integration you can refer to the instructions on https //docs nue io/netsuite connector fields mapping#custom fields mapping default customer subsidiary netsuite requires every customer to be associated with a subsidiary using the configuration wizard, users can set up a default custom subsidiary to assign when creating customers in netsuite in the near future, nue’s entity will be mapped to the subsidiary in netsuite this means that if a customer is associated with an entity in nue, the synchronized customer will automatically be created in the subsidiary mapped to that entity docid 05692a402d32680aeaa61825e4d06f0b6c5356d2 sync products the nue netsuite connector ensures that products are seamlessly synchronized between salesforce and netsuite the configuration page allows for custom field mapping at a product level to be set, tax schedules as well as gl account mapping let's go through this step by step product field mapping we support custom field mapping at the https //docs nue io/netsuite connector fields mapping#product for further documentation on what fields are available as a standard field in the integration you can refer to docid\ fwqncvvwlu0lp5ykwenj6 additionally, in order to set up custom fields for the netsuite integration you can refer to the instructions on https //docs nue io/netsuite connector fields mapping#custom fields mapping configure tax schedule id for suitetax if you are using netsuite with advanced tax (suitetax) enabled, or need specific tax schedule behavior for items, users can configure a tax schedule id when creating an item in netsuite in such scenarios, you can configure items to default to a tax schedule id, which will be used when items are created in netsuite configuring avalara tax with netsuite if you are using avalara tax with netsuite, you can enable the avalara integration in nue which will ensure that your transactions in netsuite have tax populated product sync the nue netsuite connector ensures that products are seamlessly synchronized between salesforce and netsuite, supporting two primary use cases 1\ sync products from nue to netsuite prior to order activation 2\ sync products when an (active) order is transferred from nue to netsuite scenario 1 sync products from nue to netsuite prior to order activation when transferring products from nue to netsuite, you can choose to send products prior to order activation by enabled a "sync to netsuite" field in the product page the following are the steps to do so create a custom field in salesforce called sync to netsuite i e ruby sync to netsuite c sync this field to nue via the button "sync custom fields from salesforce", and update the product layout page so that the new field is selectable create a product and ensure that product sync flag field in the configuration data is set to the custom field (i e ruby sync to netsuite c ) finally, you can test that the standalone product has been sent with the button enabled docid 05692a402d32680aeaa61825e4d06f0b6c5356d2 scenario 2 sync products when an (active) order is transferred from nue to netsuite when transferring active orders from nue to netsuite, the netsuite connector ensures that all products referenced by the order products are available as items in netsuite if a referenced item does not already exist in netsuite, the connector will automatically create the item using pre configured values and mapped data this ensures seamless order processing without manual intervention when an order is created and activated in salesforce and nue, the connector begins the synchronization process to netsuite if the mapped item already exists in netsuite, the sync process continues without any additional action otherwise, the connector creates a new item in netsuite using the configured values and mapped fields data the newly created item's record id is then stored in the transaction hub for future lookup and reference if item creation fails due to a deplicate id in netsuite, the connector retrieves the record id of the existing duplicate item, and then stored in the transaction hub to ensure proper synchronization and avoid further duplication issues docid 05692a402d32680aeaa61825e4d06f0b6c5356d2 record type mapping in the products / items configuration screen in the configuration wizard, users can configure the default record type for each types of asset in nue, as shown below the netsuite connector requires an item record type to create items in netsuite nue’s activation object determines downstream billing behaviors based on the product catalog types mapping path nue product catalog → nue activation object → netsuite record type the default mapping relationships are as follows subscription noninventorysaleitem entitlement servicesaleitem asset inventoryitem if the mapping is not configured properly, the netsuite connector will use the default record type when creating items in netsuite configuring gl account mapping general guidance for gl account mapping in nue netsuite config always verify each account exists in netsuite and has the correct account type for the intended use map based on both transaction type (inventory, service, non inventory) and your company’s accounting structure to ensure report accuracy use clear, standardized account names to reduce mapping errors and confusion review mappings after any chart of accounts changes in netsuite, and periodically audit mapped transactions for correct classification please note that the netsuite internal gl account ids need to be used subscription income account purpose defines the netsuite income account for subscription related sales (e g , saas or recurring product revenue) setup & usage map to a netsuite income account such as “subscription income” or “recurring revenue” applied to invoice line items tagged as subscription products best practice ensure the mapped account is of type income and aligns with your revenue recognition policy subscription revenue account purpose specifies the netsuite revenue account used for revenue recognition of subscription items setup & usage select a netsuite revenue account where deferred/recognized subscription revenue should post best practice use an account linked to your arm or revenue schedules for accurate recognition entitlement income account purpose defines the income account for entitlement related product sales (e g , support access or usage rights) setup & usage map to a netsuite income account such as “support income” or “entitlement revenue” best practice confirm account type is income and distinct from subscription or asset revenue for clarity entitlement revenue account purpose specifies the revenue account for recognized entitlement revenue setup & usage map to the netsuite revenue account tied to entitlement items in revenue arrangements best practice ensure alignment with your arm rules for entitlement recognition asset income account purpose designates the netsuite income account for tangible or fixed asset product sales setup & usage select an income account such as “product sales” or “hardware revenue” best practice confirm the account type is income and used only for asset type items asset revenue account purpose sets the netsuite revenue account used for recognizing asset based revenue setup & usage choose the account used in arm for asset related revenue schedules best practice keep separate from service/subscription revenue accounts for reporting clarity nue clearing acct purpose acts as a temporary clearing account for transactions synced between nue and netsuite useful for reconciling payments before final deposit setup & usage map to a clearing or suspense account to hold intermediate postings during sync best practice reconcile and clear balances regularly; should net to zero after sync completion