NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM, and e-commerce software.
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Field (Account) Information
While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.
Specify the following information for NetSuite:
Field | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future. |
| AccountID | The account number used to login to the NetSuite platform. You can find the account ID in the NetSuite by going to Setup > Integration> Web Services Preferences. |
User ID | User ID to log into your NetSuite account. |
Password | Password to log into your NetSuite account. |
Triggers
A trigger (Source) specifies when a particular Transaction will start executing. While configuring the Source of a Transaction, you find a Trigger drop-down list. Select the required trigger type from this drop- down list.
Following triggers are available for NetSuite at Source.
Event | Description |
|---|---|
New Customer | Triggers when a customer is created. |
| All Customers | Extracts the details of all customers. |
| New Partner | Triggers when a partner is created. |
| All partners | Extracts all partners. |
| New Purchase Order | Triggers when a purchase order is created. |
| All Purchase Orders | Extracts all purchase orders. |
New Sales Order | Triggers when a sales order is created. |
| All Sales Orders | Extracts all sales orders. |
| New Invoice | Triggers when an invoice is created. |
| All Invoices | Extracts all invoices. |
New Inventory Item | Triggers when an inventory item is created. |
| All Inventory Items | Extracts all inventory items. |
| New Estimate | Triggers when an estimate is created. |
| All Estimates | Extracts all estimates. |
| New Opportunity | Triggers when an opportunity is created. |
| All Opportunities | Extracts all opportunities. |
New Employee | Triggers when an employee is created. |
| All Employee | Extracts all employees. |
| New Task | Triggers when a task is created. |
| All Tasks | Extracts all tasks. |
New Solution | Triggers when a solution is created. |
| All Solutions | Extracts all solutions. |
New Vendor | Triggers when a vendor is created. |
| All Vendors | Extracts all vendors. |
| New Cash Refund | Triggers when a cash refund is created. |
| All Cash Refund | Extracts all cash refunds. |
New Contact | Triggers when a contact is created. |
| All Contacts | Extracts all contacts. |
New Phone Call | Triggers when a phone call is created. |
| All Phone Calls | Extracts all phone calls. |
| All Notes | Extracts all notes. |
| All Messages | Extracts all messages. |
| All Accounts | Extracts all accounts. |
| All Campaigns | Extracts all campaigns. |
New Or Updated Customer | Triggers when a customer is created or an existing customer is modified. |
New Or Updated Partner | Triggers when a partner is created or an existing partner is modified. |
| New Or Updated Purchase Order | Triggers when a purchase order is created or existing purchase order is modified. |
New Or Updated Sales Order | Triggers when a sales order is created or existing sales order is modified. |
| New Or Updated Invoice | Triggers when an invoice is created or an existing invoice is modified. |
New Or Updated Inventory Item | Triggers when an inventory item is created or an existing inventory item is modified |
| New Or Updated Estimate | Triggers when an estimate is created or an existing estimate is modified. |
New Or Updated Opportunity | Triggers when an opportunity is created or an existing opportunity is modified. |
New Or Updated Employee | Triggers when an employee is created or an existing employee is modified. |
| New Or Updated Task | Triggers when a task is created or an existing task is modified. |
New Or Updated Solution | Triggers when a solution is created or an existing solution is modified. |
New Or Updated Vendor | Triggers when a vendor is created or an existing vendor is modified. |
| New Or Updated Cash Refund | Triggers when a cash refund is created or an existing cash refund is modified. |
New Or Updated Contact | Triggers when a contact is created or an existing contact is modified. |
New Or Updated Phone Call | Triggers when a phone call is created or an existing phone call is modified. |
| New Custom Record | Triggers when a custom record is created. |
| All Custom Records | Extracts all custom records. |
| New Or Updated Custom Record | Triggers when a custom record is created or an existing custom record is modified. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Transaction, you find an Action drop-down list. Select the required Action type from this drop-down list.
Following actions are available for NetSuite at Destination.
...
Action
...
Description
...
Create Customer
...
Creates a customer.
...
Create Sales Order
...
Creates a sales order.
...
Create Estimate
...
Create Custom Record
...
Creates a custom record.
...
Update Customer
...
Updates a customer.
...
Update Partner
...
Updates a partner.
...
Update Sales Order
...
Updates a sales order.
...
Update Inventory Item
...
Updates an inventory item.
...
Update Opportunity
...
Updates an opportunity.
...
Update Employee
...
Updates an employee.
...
Update Solution
...
Updates a solution.
...
Update Vendor
...
Updates a vendor.
...
Update Account
...
Updates an account.
...
Update Contact
...
Updates a contact.
...
Update Note
...
Updates a note.
...
Update Phone Call
...
Updates a phone call.
...
Update Custom Record
...
Updates a custom record.
...
Create or Update Customer
...
Creates or updates a customer.
...
Create or Update Partner
...
Creates or updates a partner.
...
Create or Update Sales Order
...
Creates or updates a sales order.
...
Create or Update Purchase Order
...
Creates or updates a purchase order.
...
Create or Update Inventory Item
...
Creates or updates an inventory item.
...
Create or Update Opportunity
...
Creates or updates an opportunity.
...
Create or Update Employee
...
Creates or updates an employee.
...
Create or Update Solution
...
Creates or updates a solution.
...
Create or Update Vendor
...
Creates or updates a vendor.
...
Create or Update Account
...
Creates or updates an account.
...
Create or Update Contact
...
Creates or updates a contact.
...
Create or Update Note
...
Creates or updates a note.
...
Create or Update Phone Call
...
Creates or updates a phone call.
...
Delete Customer
...
Deletes a customer.
...
Delete Partner
...
Deletes a partner.
...
Delete Sales Order
...
Deletes a sales order.
...
Delete Purchase Order
...
Deletes a purchase order.
...
Delete Invoice
...
Deletes an invoice.
...
Delete Inventory Item
...
Deletes an inventory item.
...
Delete Opportunity
...
Deletes an opportunity.
...
Delete Employee
...
Deletes an employee.
...
Delete Solution
...
Deletes a solution.
...
Delete Vendor
...
Deletes a vendor.
...
Delete Account
...
Deletes an account.
...
Delete Message
...
Deletes a message.
...
Delete Contact
...
Deletes a contact.
...
Delete Note
...
Deletes a note.
...
Delete Phone Call
...
Deletes a phone call.
...
Delete Custom Record
...
This application is available at Source only. Using this application, you can create a Template using a Transaction. You can use only those Transactions for which Pre Process app is the source.
Following are the high-level steps for using this application:
- Create a Template using Pre Process app at Source.
- Create a Transaction using this template.
- Now, again create a Template using Post Process app at Destination.
- Select Post Process app while defining the Destination application.
- Select Transaction from the Select Post Process Type.
- Select the Transaction, created in Step 2, from the Select Transaction.
Click here for detailed instructions on creating a Template.