NetSuite

Learn how to integrate NetSuite using the NetSuite API connector

Overview

The NetSuite connector allows Couchdrop to connect directly to the NetSuite API and use NetSuite data within Couchdrop Automations.

Because loading every possible NetSuite record and path would significantly affect performance and loading times, Couchdrop provides commonly used records such as Accounts, Customers, Payments, and Invoices.

If your organization requires a record type that is currently unsupported, please reach out to us at [e-mail].

How NetSuite works with Couchdrop

NetSuite is a direct API integration rather than a file-based storage connection. This type of integration does not appear directly as a virtual folder, as it deals directly with API data.

After you configure the connection, it becomes available within Automations & Actions. In the workflow builder, NetSuite connections appear under External API, with actions available for the NetSuite records selected when the connection was configured.

This allows NetSuite data to be used in workflows alongside file-based actions and other connected platforms.

Configuration steps

Using the NetSuite connector requires initial setup in two areas: Creating an application in NetSuite and integrating the NetSuite Application with Couchdrop.

Before you start

To configure the NetSuite API connector, you will need:

• A Couchdrop plan that includes Automations
• Administrator access to NetSuite with permission to manage Users, Roles, and Integrations
• A NetSuite application to connect to Couchdrop
• The required NetSuite features enabled at the Company level

Step 1: Creating an application in NetSuite

1. Log in to NetSuite as an Admin who has access to edit Users and Roles
2. Go to Setup > Company > Setup Tasks > Enable Features. Enable REST Web Services, SuiteAnalytics Workbook , and OAUTH 2.0
3. Create a new Role for the User in Setup > Users/Roles > New Roles

You can also use an existing Role in Setup > Users/Roles > Manage Roles if it has the permissions below.

1. Go to Permissions > Setup and add REST Web Services , Log in using Access Tokens , SuiteAnalytics Workbook . Make sure the Level is set to "Full" for each.

   1. The Role will also need permissions to access the NetSuite Records you want Couchdrop to access.
2. Give the Role to the User in Setup > Users/Roles > [Username]. Click Edit and go to Access > Roles > [New Role] and Save.
3. Go to Setup > Integration > Manage Integrations > New.

In OAuth 2.0 check: AUTHORIZATION CODE GRANT , PUBLIC CLIENT , REST WEB SERVICES . In REDIRECT URI, paste the URI below and click Save.

https://my.couchdrop.io/systemconnector/systemintegration/activate/callback

The Client Credentials will only show one time. Make sure to copy them. You’ll need the Consumer Key and Consumer Secret to use the NetSuite Connector in Couchdrop.

Step 2: Integrating the NetSuite application with Couchdrop

1. In Couchdrop, choose to add a new Platform and select NetSuite Integration.
2. Name the integration. Add the Account ID and paste the Consumer Key and Consumer Secret from the NetSuite application, then authorize the connection.

You can find the Account ID when logged into NetSuite in the URL at [ACCOUNT ID].app.netsuite.com

1. Select the NetSuite Records you want Couchdrop to access and click Load Schema. Available actions will populate as a preview. Save the integration.

Frequently asked questions

Why is NetSuite giving me permission errors as an Administrator?

A NetSuite Administrator does not necessarily have full access and permissions. Check that the Administrator has the explicit permissions listed in Creating an application in NetSuite at the "Full" level.

Why aren't the actions I want showing?

The NetSuite API requires you to manually choose specific Records to include in your integration. Check that your record type is enabled and save the integration. If the specific actions are still unavailable, email us at [e-mail].

Can file and API data be used in the same workflow?

Yes, Couchdrop supports flows using both file and API data. You can also use the Transform actions to convert data types as part of the workflow.

Can we use SFTP or FTP with NetSuite?

Yes, Couchdrop supports FTP and SFTP for NetSuite data. This is done using the standard SFTP connector and not the NetSuite API connector.