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 configure your application 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
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 in to your NetSuite account.
Password	Password to log in to your NetSuite account.

Triggers

A trigger (Source) 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
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
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.