Netsuite
Pull user info to connect across tools.
Overview
Use the Netsuite integration to identify problems with your users and licenses before they occur. Integrating with Netsuite enables you to build boards that correlate fields within Netsuite and with other connected tools.
Generating API Info
Account ID
Go to Setup > Company > Company Information
Scroll to the Account ID field under the Company URLs section'
Consumer Key / Consumer Secret
Go to Setup > Integrations > Manage Integrations > New
Enter a name and ensure Token-Based Authentication is checked
Save the integration
Copy the Consumer Key and Consumer Secret (only shown once)
Token ID / Token Secret
Go to Setup > Users/Roles > Access Tokens > New
Select the application (integration), user, and role
Save the access token
Copy the Token ID and Token Secret (only shown once)
Configure
Enable the Netsuite integration from Connections in the left sidenav. Click Connect and enter your API key and domain. Before connecting, Netsuite will sync for a few minutes while fetching data. Once connected, you can click the ... menu on the Netsuite integration tile to manage or disconnect the integration.
Data model
We automatically fetch and relate the following objects from Netsuite.
We support the following actions in Netsuite.
Boards
When building a board, you can select any supported Netsuite resource as your object to indicate the data you want to surface on your board. We automatically determine the primary field for each object. The primary field is meant to be a unique representation of each record in a board.
Adding fields
Click Add field to select fields from both within Netsuite and across your other connected tools. We only show fields that can be joined with your chosen object.
Triggering actions
Click Integration actions in the top right of any board to view all available actions across your connected integrations. When selecting an action, you'll be prompted to fill out all required inputs necessary to run the action. Changes and updates made via actions will persist to all boards.
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