Netsuite is a popular business management suite, delivering ERP, CRM, and eCommerce solutions to nearly 25000 customers worldwide. With NetSuite, you get a unified, real-time business management platform to manage all your ERP, automation, analytics, and marketing operations effortlessly, and at a fraction of a cost of the traditional on-premise ERP tools.
This document guides you in setting up Netsuite as a source in RudderStack. Once configured, RudderStack automatically ingests your specified Netsuite data, which can then be routed to your data warehouse or any other third-party destination supported by RudderStack.
To set up Netsuite as a source on the RudderStack dashboard, follow these steps:
Log into your RudderStack dashboard.
From the left panel, select Sources. Then, click on Add Source, as shown:
Next, select Netsuite from the list of Cloud Sources, and click on Next.
Assign a name to your source, and click on Next.
Next, enter the relevant connection credentials required to set up your Netsuite source, as shown:
The connection settings are as follows:
Account Name : Enter your Netsuite account name here. You can get it from your Netsuite dashboard
Account ID : Enter the Netsuite account ID. You can get the account ID by going to your Netsuite dashboard and navigating to Setup - Integration - Web Services Preferences.
Consumer Key : Your Netsuite consumer key goes here.
Consumer Secret : Your Netsuite consumer secret goes here.
Token ID : Enter your Netsuite token ID.
Token Secret : Your Netsuite token secret needs to be entered here.
Next, you will be required to set the Run Frequency to schedule the data import from your Netsuite account to RudderStack. You can also specify the time when you want this synchronization to start, by choosing the time under the Sync Starting At option.
Set the Historical sync start date from when you want RudderStack all your historical Netsuite data. Also specify the RudderStack Restlet URL, and click Next.
Finally, choose the Netsuite data that you wish to ingest via RudderStack. You can either select all the data, or choose specific Netsuite data attributes, as per your requirement.
RudderStack also supports two special types of resources that you can ingest from Netsuite - custom records and saved searches. To import these resources, click on Add Resource on the top right, as shown above. You will see the following window:
If you have already configured a Netsuite resource before, you can choose the Clone from option to use the values of that resource as is.
Alternatively, select the appropriate Resource type you want to import:
For a saved_search, provide a Name for the resource, select the Record type that is present in your Netsuite account, and the exact Saved search that you have created there.
For a custom_record, provide a Name for the resource, and select the custom record that is present on your Netsuite account.
Finally, save the information by clicking on Save.
That's it! Netsuite is now successfully configured as a source on your RudderStack dashboard.
RudderStack will start ingesting data from Netsuite as per the specified frequency. You can further connect this source to your data warehouse or other third-party destinations by clicking on Connect Destinations or Add Destinations, as shown:
To create the Netsuite Consumer Key and Consumer Secret, you will first have to add a new integration on your Netsuite account. To do so, navigate to Setup - Integration - Manage Integrations - New. Then, set up your Netsuite integration by specifying the following:
Name of the integration
Enabling the State option
Checking on the Token-based Authentication option
Once you have entered this information, click on Save. Your Consumer Key and Secret should now appear on the dashboard for your use.
To create a Netsuite Token ID and Token Secret, you first need to create a Role for RudderStack and an Employee that has this specific role.
To create a role in Netsuite, navigate to Setup - Users/Roles - Manage Roles - New.
Then, enter the name of the role (e.g. RudderStack) and select Two-factor Authentication Required to Not Required.
Then, under the Permissions section, go to Setup and assign the following permissions:
Assign Full permissions for the following:
User Access Tokens
Log In Using Access Tokens
Assign View permissions for the following:
Custom Body Fields
Perform Search (you can find this under the Lists section next to Setup)
To create an employee, navigate to Lists - Employees - Employees - New. Then, enter the name and email ID of the employee. Under the Access section, select Give Access, and Manually assign or change password. Proceed to add a password. Finally, add the Role which you have created in the previous step. Click on Save to save the settings.
To create an access token, navigate to Setup - User/Roles - Access Tokens - New. Select the Application Name, User, and Role (created in the steps above). The token name will be automatically created by Netsuite.
Once you click on Save, the Token ID and Token Secret will appear on your screen. Please note these down somewhere safely as they will appear this only time - for security reasons. You can now use the Token ID and Secret to configure Netsuite as a source on the RudderStack dashboard.
To create a new Script in your Netsuite account, navigate to Customization - Scripting - Scripts - New. Then, click on the + icon to create a new script. A new window will then pop up, asking you to select the downloaded script. Once you have attached it, click on Save, and then click Create Script Record.
Then add the Name of the script and the Owner, that is the Employee that you have created before (in Step 2 of the FAQ How can I get the Netsuite Token ID and Token Secret?). Then click on Save.
Then, you need to deploy the script. In order to do so, click on Deployments, add the script Title and click on Add. After the script is deployed, click on Save.
Finally, click on the title of your deployed script, and you should be able to see the External URL, which is the RudderStack Restlet URL that you need to use in the Netsuite source configuration.
If you come across any issues while configuring Netsuite as a source on the RudderStack dashboard, please feel free to contact us. You can also start a conversation on our Slack channel; we will be happy to talk to you!