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NetSuite

NetSuite

NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM, and e-commerce software.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Template or Transaction, you need to create an account to connect NetSuite with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.

Click  to add an account.

Specify the following information for NetSuite: 

 

Field Name

Description

Field Name

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.

Consumer Key

The client identifier issued to the client.

To obtain the Consumer Key, you need to create integration record on the Netsuite's Integration Records Manage screen.

Consumer Secret

The client secret issued to the client during the application registration process.

To obtain the Consumer Key, you need to create integration record on the Netsuite's Integration Records Manage screen.

Token ID

Token ID for the user who will send the SOAP web services request for this application.

To obtain the Token ID, you need to generate an Access Token for the integration record on the Netsuite's User Token Management screen.

Token Secret

Token secret for the user who will send the SOAP web services request for this application.

To obtain the Token ID, you need to generate an Access Token for the integration record on the Netsuite's User Token Management screen.

Select Project

The project you want to associate with NetSuite account.

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.  

Following triggers are available for NetSuite at Source.

Trigger Name

Description

Trigger Name

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 Template, you need to choose an action. 

Following actions are available for NetSuite at Destination.

Action Name

Description

Action Name

Description

Create Customer

Creates a customer.

Create Partner

Creates a partner.

Create Sales Order

Creates a sales order.

Create Purchase Order

Creates a purchase order.

Create Invoice

Creates an invoice

Create Inventory Item

Creates an inventory item.

Create Estimate

Creates an estimate.

Create Opportunity

Creates an opportunity.

Create Employee

Creates an employee.

Create Task

Creates a task.

Create Solution

Creates a solution.

Create Vendor

Creates a vendor.

Create Cash Refund

Creates a cash refund.

Create Account

Creates an account.

Create Campaign

Creates a campaign.

Create Message

Creates a message.

Create Contact

Creates a contact.

Create Note

Creates a note.

Create Phone Call

Creates a phone call.

Create Item Fulfillment

Creates an item fulfillment.

Create Item Receipt

Creates a phone call.

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 Purchase Order

Updates a purchase order.

Update Invoice

Updates an invoice.

Update Inventory Item

Updates an inventory item.

Update Estimate

Updates an estimate.

Update Opportunity

Updates an opportunity.

Update Task

Updates a task.

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 Item Fulfillment

Updates an item fulfillment.

Update Item Receipt

Updates an item receipt.

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 Invoice

Creates or updates invoice.

Create or Update Inventory Item

Creates or updates an inventory item.

Create Or Update Estimate

Creates or updates an estimate.

Create or Update Opportunity

Creates or updates an opportunity.

Create or Update Employee

Creates or updates an employee.

Create or Updates Task

Creates or updates task.

Create or Update Solution

Creates or updates a solution.

Create or Update Vendor

Creates or updates a vendor.

Create Or Update Cash Refund

Creates or updates a cash refund.

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.

Create Or Update Item Fulfillment

Creates or updates an item fulfillment.

Create Or Update Item Receipt

Creates or updates an item receipt.

Create Or Update Campaign

Creates or updates a campaign.

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 Estimate

Deletes an estimate.

Delete Opportunity

Deletes an opportunity.

Delete Employee

Deletes an employee.

Delete Task

Deletes a task.

Delete Solution

Deletes a solution.

Delete Vendor

Deletes a vendor.

Delete Cash Refund

Deletes a cash refund.

Delete Account

Deletes an account.

Delete Campaign

Deletes a campaign.

Delete Message

Deletes a message.

Delete Contact

Deletes a contact.

Delete Note

Deletes a note.

Delete Phone Call

Deletes a phone call.

Delete Item Fulfillment

Deletes an item fulfillment.

Delete Item Receipt

Deletes an item receipt.

Delete Custom Record

Deletes a custom record.

Mapping

While creating a mapping, a Reference field can be mapped to an expression. It can also mapped to a value from the Lookup.

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