You can use IBM App Connect to pass key data between NetSuite and other apps â€“ automatically, in real time.
You can use App Connect with NetSuite by configuration and data mapping without a need for coding, and can achieve a return on your investment in minutes/hours, not days/months.
This guide is to show you how…
If you can’t find what you want, or have comments about the “how to” information, please either add comments to the bottom of this page or send us comments by email.
NetSuite is a cloud vendor with a product portfolio that includes a wide range of business solutions to manage customer relations, finances and operations. App Connect provides integration capabilities for the following NetSuite products:
- NetSuite CRM
- NetSuite ERP
- NetSuite Finance
- NetSuite SuitePeople HCM
We’re in the process of adding more NetSuite products to the App Connect catalog. This list will be updated as soon as new NetSuite products are added.
A typical business scenario
In order to boost operational agility and efficiency, your company has pledged to move more of its services to the cloud. As part of this initiative your company has purchased NetSuite ERP because NetSuite is a cloud only vendor.
Now that you’re using NetSuite ERP, you need to transfer a set of customer accounts from your CRM application. One department has already started to populate NetSuite ERP so you need a flow that will update accounts which already exist and create new accounts if they do not exist. You can use App Connect’s upsert and batch load functions to accomplish this task. So, when a new account is created in your CRM application, you can set up a flow in App Connect that searches for this customer by name, email address or any other unique value such as a NetSuite external ID. If the customer is not present, a new customer is created in NetSuite ERP. If the customer is already present, then the customer’s details will be updated.
What should I consider first?
Before you use App Connect Designer with NetSuite, consider the following information.
Only token-based authentication (TBA) is supported for connections to NetSuite, so to connect your NetSuite account to App Connect you’ll need certain integration keys and secrets. These keys and secrets are only captured once when creating the tokens and are best obtained from your NetSuite administrator.
Below is a list of the credentials you need and information about how to get them.
|Consumer key||Retrieved when creating a new access token. For more information, see Creating Applications for Token-based Authentication (requires login to the system.netsuite.com domain).|
|Consumer secret||Retrieved when creating a new access token. For more information, see Creating Applications for Token-based Authentication (requires login to the system.netsuite.com domain).|
|Token ID||Retrieved when creating a new access token. To create and assign token-based authentication tokens, see Managing TBA Tokens (requires login to the system.netsuite.com domain).|
|Token secret||Retrieved when creating a new access token. To create and assign token-based authentication tokens, see Managing TBA Tokens (requires login to the system.netsuite.com domain).|
|Account ID||In the NetSuite UI, go to Setup – Integration – Web Service Preferences. The account ID is displayed in the Primary Information section.|
For more information about general setup requirements, see Requirements for Using Token-Based Authentication (requires login to the system.netsuite.com domain).