Identify the Data to Sync Decide what data needs to be transferred from Salesforce to NetSuite. Examples: Customer Sync: Salesforce Accounts → NetSuite Customers Contact Sync: Salesforce Contacts → NetSuite Contacts Opportunity to Sales Order: Salesforce Opportunities → NetSuite Sales Orders Product Sync: Salesforce Products → NetSuite Items Invoice Sync: Salesforce Opportunities/Quotes → NetSuite Invoices… Continue reading Key Steps for Salesforce to NetSuite Sync in Workato
Category: NS Integration
All articles / code related to Netsuite integration
Shipping Label Integration in NetSuite
Overview NetSuite’s Shipping Label Integration feature streamlines the shipping process by allowing businesses to generate, print, and manage shipping labels directly within the system. This feature integrates with major carriers like FedEx, UPS, and USPS, enabling seamless shipping operations without manual intervention. Key Features Automatic Label Generation: Generate shipping labels based on order fulfillment. Carrier… Continue reading Shipping Label Integration in NetSuite
Generating Access Tokens and Creating an Integration Record in NetSuite
Step 1: Enable Token-Based Authentication (TBA) Before generating access tokens, ensure that Token-Based Authentication (TBA) is enabled in your NetSuite account. Navigate to Setup > Company > Enable Features. Click the SuiteCloud tab. Under the Manage Authentication section, check Token-Based Authentication. Click Save. Step 2: Create an Integration Record An integration record defines how an… Continue reading Generating Access Tokens and Creating an Integration Record in NetSuite
SOAP Web Services Reliability Considerations
SOAP Web Services Reliability Considerations you may encounter issues when a SOAP web services operation does not complete or the client does not receive a response. This topic provides the most common causes of this issue and provides best practices to help you avoid them. Reasons for SOAP Web Services Operation Failures Network connection errors… Continue reading SOAP Web Services Reliability Considerations
SOAP Web Services Development Considerations
Development Considerations Overview Before you begin writing SOAP web services applications, you should be aware that SOAP web services adhere to the same role-based permission structure enforced in the NetSuite UI. Because a SOAP web services application needs a pair of sign-in credentials to login, its permission to various operations and records is subjected to… Continue reading SOAP Web Services Development Considerations
Identifying the WSDL version for the SOAP Web service update
Sometimes, we need to update the WSDL version for the smooth running of the SOAP integration. Example: Recently, for the 2025.1 NetSuite version update, it is scheduled to disable the 2018_1 WSDL version, and it will return the response as “INVALID_VERSION.” In that scenario, we need to update the old version to the current supporting… Continue reading Identifying the WSDL version for the SOAP Web service update
How to Handle WSDL Changes in NetSuite SOAP Web Services
NetSuite periodically updates its WSDL (Web Services Description Language) file with new features, fields, and schema changes. If you’re using SuiteTalk SOAP Web Services, you need to update your integration when NetSuite releases a new version. 1. Check the Current WSDL Version To verify the currently used WSDL version: Go to: Setup > Integration >… Continue reading How to Handle WSDL Changes in NetSuite SOAP Web Services
REST Web Services: Create a Sales Order from an Estimate
To create a sales order from an existing estimate, use the transform function in the REST API: POST {{REST_SERVICES}}/record/v1/estimate/{{ESTIMATE_ID}}/!transform/salesOrder This function takes an estimate with an ID of {{ESTIMATE_ID}} and transforms it into a sales order. You can also specify in the body of the request which fields you want to change during the transformation. POST {{REST_SERVICES}}/record/v1/estimate/{{ESTIMATE_ID}}/!transform/salesOrder… Continue reading REST Web Services: Create a Sales Order from an Estimate
Inbound and Outbound Single Sign-On
Inbound Single Sign-On Inbound SSO allows users to access NetSuite using credentials from an external identity provider (IdP). In this case, NetSuite is the service provider (SP), and the authentication is managed by the external IdP. How it Works: User Attempts to Access NetSuite: The user tries to access their NetSuite account. Redirect to Identity… Continue reading Inbound and Outbound Single Sign-On
SOAP WS Error MAX_RCRDS_EXCEEDED
The SOAP Web Service: MAX_RCRDS_EXCEEDED error, with the message “The maximum number of records allowed for a operation has been exceeded”, typically occurs when attempting to perform a SOAP web service operation that exceeds the configured record limits in NetSuite. Whether you are creating, updating, or retrieving data via SOAP web services, certain operations have a maximum number of… Continue reading SOAP WS Error MAX_RCRDS_EXCEEDED