NetSuite
Configuration details for the NetSuite Integration
Overview
This integration allows you to sync data between your sources and NetSuite.
Currently NetSuite is in Beta. Please let us know if you encounter any issues or have questions. We are happy to help!
Initial Setup
To enable syncing with NetSuite, you will need to enable SOAP Web Services and Token Based Authentication
You may need admin roles in order to perform these steps. In NetSuite, navigate to Setup > Company > Enable Features > SuiteTalk (Web Services) and enable "SOAP Web Services".
On the same page, enable "Token Based Authentication" in the Manage Authentication section. It should look similar to the screenshot below.
Your account is now ready to start receiving data from an Integration. The next step is to create the integration credentials, so Hightouch can successfully upload data to it.
Integration
On the same Setup page, navigate to Integrations, on the menu on the left of the page. Then go to Manage Integrations. On that screen you will see a list of enabled integrations for your account.
Create a new one, clicking on the "New" button. You now have the opportunity to choose a name for the integration (use a name that can be easily associated with Hightouch, like "Hightouch Destination" ) and enable Token-Base Authentication:
To grant access to Hightouch to synchronize data between your source and NetSuite, you need to create a role, a user and a authentication token for the integration. Hightouch will use that information to authenticate before submitting any data.
Save the Customer Key and Customer Secret for the integration, as they will be part of the destination configuration.
Role
Without leaving the Setup page, now click on Users/Roles. The menu will show an option to Manage roles. Create a new one with a distinctive name, like "Hightouch Role". Then you can mark this role as "Web Services only Role". Hightouch requires the following permissions to be able to work properly:
In the tab Setup:
Custom Body Fields
Custom Fields
Custom Item Fields
Login using Access Tokens
SOAP Web Services
Access token management
User
Now you can proceed to create a new user (on Manage Users). Fill the Employee form with all required fields, and assign a secure password for it on the Access tab. Then also assign the new role to this user.
Access Token
Lastly, you need a new Token. On the same User/Role page, go to Access Tokens. Now you can select the name of the Integration, the new role and the new user. When you click on Save, NetSuite will display a Token Id and a Token Secret. Keep these values in a secure location.
Destination setup
You are now ready to create the destination in Hightouch! Go to our destinations catalog and select NetSuite. Introduce your Account Id, Customer Key, Customer Secret, Token Id and Token Secret from the previous steps. Also select a good name for it.
If your account is a Sandbox account, you would need to include the suffix _SB<number> as part of the account id.
When the destination is created, you will have the opportunity to test the configuration on the setup form:
Sending data
Hightouch NetSuite destination allows you to send data as any entity. After you have created your model, select the object or entity that you want to transform your data to, for example, an Invoice, or a Customer.
The mappings mirror 1 to 1 the NetSuite SOAP schema. That means that some of your columns might need to be JSON objects. To see the schema that NetSuite expects, go to your SOAP Schema Browser:https://<account id>.app.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2020_2/schema/record/account.html
If you have any issues creating the correct model, let us know and we'll be happy to help.
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