Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)

NetSuite REST
2.8

NetSuite REST enables companies to manage all key business processes within a single online system.

Overview
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Companies use NetSuite REST for enterprise resource planning (ERP) and to manage inventory, track their financials, host e-commerce stores and maintain customer relationship management (CRM) systems. This flexible platform can be applied to a range of business applications.

PLEASE NOTE: Make sure before continuing that you are using the correct NetSuite API. We have a separate page for the NetSuite SOAP connector as there are several differences and they cannot be used interchangeably.

API Information
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The Base URL used for the NetSuite REST connector is https://{account-id}.suitetalk.api.netsuite.com. More information can be found on their main API documentation (v1.0) - NetSuite REST documentation site.

Authentication
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Prerequisites
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To use NetSuite REST web services the relevant REST Web Services and SuiteAnalytics webhook features must be enabled within your NetSuite account.

Additionally the REST web services user must have the required permissions assigned to said user’s role.

If you already have your features and permission setup then please move straight to Stage 3: Creation.

Stage 1: Enable Features
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This accordion guides you through the process of enabling token authentication and SuiteAnalytics for NetSuite REST API authentication integration with Tray.io.

Stage 2: Enable Permissions
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This accordion guides you through the process of setting the permissions required for the respective features enabled in the previous section.

Stage 3: Create
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This section begins and ends in the Tray.io builder so please have your workflow space set up before continuing.

Available Operations
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The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

Notes on key operations
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Find record
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Create Record
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IMPORTANT!: It is imperative to pay attention to the field requirements in the schema browser when using this operation.

A summary of what and why is below. See the Creating a record instance API page for more details.

You must be very precise when using this operation. It is critical that you keep in mind the following points:

  • All field references are correctly 'typed' - object / string / boolean, etc

  • There are no missing fields

  • Any field requirements match the schema

Execute SuiteQL (advanced query)
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You execute SuiteQL queries by sending a POST request to the suiteql resource and specifying the query in the request body after the body parameter "q".

Check out the following links for more information:

NetSuite Sales orders
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There are 3 main points to be aware of when creating a NetSuite Sales order:

  • Your associated NetSuite Role has the correct permissions.

    • "NetSuite Role" -> Permissions -> Transactions: Please make sure the following 3 permission sets are added and have Level: Full for each as a general rule.

      • Sales order

      • Sales order approval

      • Find Transaction

    • "NetSuite Role" -> Permissions -> Lists: Please make sure the following permission set is added and has Level: Full as a general rule.

      • Items

  • It is possible to 'use' your item within a sales order.

    • For example you may be able to create a purchase order for an item but not be able to sell it. You may get unusual error messages as a result.

  • The data being sent to NetSuite is being sent in the format it requires.

    • Please see the accordion step below for a clear demonstration.

Renaming fields
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Any fields customers may have renamed within their NetSuite instance will still display as their native name within any of the dropdown options available inside the Tray.io properties panel.

The NetSuite UI may display your updated field name but what it is referring to in the NetSuite database will not have.

Look for your endpoint in the REST API Browser and under the Insert record -> Request body select the clickable 'endpoint' link to see a list of Fields. This will display the native name for all the field references.

Using the Raw HTTP Request ('Universal Operation')
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As of version 2.0 you can effectively create your own operations.

This is a very powerful feature which you can use if you need an endpoint that is not currently provided.

Please the example below for a full walkthrough.

NetSuite REST templates
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Please note that we have the following NetSuite REST templates available.

These will give you pre-configured best practice ways of working with NetSuite REST and integrating it with other connectors.

PLEASE NOTE: To help avoid the most common user errors we strongly advise you read through the Authentication, Important notes sections, etc, before applying any templates. Every service is unique and each has its own nuances you need to be aware of before proceeding.

Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Build a report from saved Netsuite search
Workflow
Marketing
Intermediate

Use a saved Netsuite search to build a report in Google Sheets or any other system

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Export SuiteQL response to Google Sheets
Workflow
Finance Ops
Advanced

Executes a SuiteQL query in Netsuite, then sends the response to a Google Sheet

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Sync Salesforce Accounts to NetSuite as Customers
Workflow
Finance Ops
Revops
Intermediate

Create/update NetSuite customers every time a Salesforce account is created/updated

Details
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Sync Closed Won Salesforce Opportunities to NetSuite as Sales Orders
Workflow
Finance Ops
Revops
Intermediate

Create a new NetSuite sales order every time a Salesforce opportunity moves to closed won

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Sync NetSuite Invoice data to Salesforce Opportunities
Workflow
Finance Ops
Revops
Intermediate

Store NetSuite Invoice data on the relevant Salesforce Opportunity records

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Sync NetSuite Payments to Salesforce Opportunities
Workflow
Finance Ops
Revops
Intermediate

Store NetSuite payment data on the relevant Salesforce opportunity records

Details
Artisan IMG > NetSuite REST (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)
Artisan IMG > Ironclad (ironclad) (cad36643-b6ac-453b-86e9-3e950e0bac8b)
Netsuite sales order from Ironclad contract
Workflow
Sales
Intermediate

Generates a sales order within Netsuite after an Ironclad contract has been completed

Details

Further Info (REST & SOAP)
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The following sections are mainly relevant to SOAP users however there is some cross over for our REST customers.

Please see the NetSuite SOAP: Further Info section for references pertaining to: