NetSuite
Learn how to use the NetSuite Connector in DBSync Cloud Workflow
Overview
The NetSuite Connector in DBSync Cloud Workflow enables seamless and secure integration between Oracle NetSuite - a leading cloud ERP system - and other business applications such as CRM, e-commerce, accounting, databases, and SaaS platforms. The connector uses the SuiteTalk web service SOAP API to move data in, and out, of NetSuite platform. Integrating with NetSuite consists of web service calls using an XML request/response made over an HTTPS connection.
The NetSuite connector provides access to all standard and custom objects available in your connected NetSuite instance. These objects become available for use in the Trigger/Rule section of DBSync iPaaS, allowing you to build integration workflows. During data operations, the connector synchronizes only the fields that have been mapped in your project configuration. This ensures that data is exchanged precisely according to your integration requirements. This connector provides a reliable way to synchronize master and transactional data across systems, automate business processes, and maintain data consistency without building custom integration code.
Key Benefits
For Business Leaders:
Unified ERP Data: Ensure consistent financial, sales, and operational data across systems.
Automation of Business Processes: Eliminate manual data exports and reduce human errors.
Enhanced Visibility: Real-time synchronization increases transparency for reporting and decision-making.
For Technical Teams:
Flexible Integration: Supports both standard and custom NetSuite objects.
Event-Driven and Scheduled Flows: Run workflows based on events or on a defined schedule.
Uses
The NetSuite connector makes it easy to work with NetSuite web service by:
Synchronizing NetSuite Customer, Items, Invoice, and payment details with CRM Application back and forth.
Gives enterprises the ability to provide better customer services, access to additional up-sell, and cross-selling opportunities.
Streamline lead-to-cash across your front and back-office to eliminate inaccuracies and improve remove inefficiencies.
Prerequisites
Before configuring the NetSuite connector, ensure the following:
DBSync Access
A valid DBSync Cloud Workflow account with access to the NetSuite connector.
NetSuite Credentials & Permissions
A valid username, password, Account ID to access NetSuite web service and application ID.
Be sure that NetSuite instance has privileges to connect to NetSuite APIs
Connector Configuration
Each NetSuite connection in DBSync represents a single NetSuite account (environment). If you need to connect to multiple environments (e.g., sandbox and production), configure separate connector instances for each.
The table represents parameters required for opening the connection to a NetSuite user instance.
Authentication Parameters
Authentication / Connection Properties
Company ID
The Company ID associated with your NetSuite account (if applicable).
No
Username
Your NetSuite login username used to access the platform.
Yes
Password
Your NetSuite login password.
Yes
Application ID
A unique 32- character identifier automatically generated in NetSuite when an integration record is created.
To retrieve Application ID within NetSuite navigate to
Setup→ Integration→ Manage Integrations → New.
No
Role ID
The internal id of the role used to login to NetSuite.
Note: Leave this field empty to use the user's default role.
No
Endpoint URL
The Endpoint URL is the web service URL of NetSuite that the connector uses to communicate (get/post data). The URL format mostly depends upon the type of NetSuite account and data center of the user instance of NetSuite where it is hosted.
The typical format of the Endpoint URL are as shown:
Production Instance: https://webservices.netsuite/service/v<version_number>
Sandbox Instance: https://webservices.sandbox.netsuite/service/v<version_number>
Example of production Instance: https://webservices.netsuite.com/wsdl/v2016_1_0/netsuite.wsdl
Example of Sandbox Instance: https://webservices.sandbox.netsuite.com/wsdl/v2016_1_0/netsuite.wsdl
No
Account ID
Your unique NetSuite Account ID that identifies your NetSuite environment.
To retrieve Account ID within NetSuite, follow the path
Setup→ Integrations→ Web service preferences
Yes
Client ID
The OAuth Client ID for Token-Based Authentication (TBA).
Yes
Client Secret
The OAuth Client Secret paired with the Client ID.
Yes
TBA Access Token
The Token-Based Authentication (TBA) access token generated for API access.
Yes
TBA Access Token Secret
The secret key associated with the TBA Access Token.
Yes
These credentials allow DBSync to authenticate securely and make API calls on behalf of the configured role.
Quick Setup Guide
Frequently Asked Questions (FAQ)
Can I connect multiple NetSuite accounts?
Yes, configure separate connector instances for each NetSuite environment (e.g., sandbox, production).
Is Token-Based Authentication required?
Yes, NetSuite uses Token-Based Authentication (TBA) for secure API access.
Does the connector support custom objects?
Yes, both standard and custom NetSuite record types are supported.
Can workflows run in real time?
Yes, triggers and webhooks can be configured to execute workflows based on events.
How does DBSync connect to NetSuite?
DBSync connects to NetSuite platform through connector called NetSuite connector. It has inbuilt API methods that open a connection to NetSuite application for reading and writing data in, and out of, the platform.
When do we need additional integration coding?
DBsync has a standard template built-in for clients of NetSuite and Salesforce. However, if the scope of work involves other than standard data flow supported by our standard template then, additional integration should be written.
Click on the Salesforce & NetSuite integration template to learn more about our standard template offering.
Does DBSync need to be installed on the same machine as that of NetSuite?
No. DBSync and NetSuite platforms are available through cloud. However, if required, you can install it on-premise.
How does NetSuite connector handle errors?
DBSync NetSuite connector handles processing of errors in different ways depending on the error type. Errors can be tracked via log section of the DBSync platform. If there is a connection error, authentication error, schema validation error, then process level error is triggered.
Do I need technical skills to configure the connector?
No - guided configuration and automatic token validation simplify setup.
Summary
The NetSuite Connector in DBSync Cloud Workflow provides a powerful and secure integration solution for connecting your ERP data with external systems. With broad support for master and transactional objects, flexible authentication, and automated workflows, this connector empowers organizations to streamline business processes, automate financial operations, and maintain data consistency across platforms.
Useful Links
Last updated