NetSuite Connection and Settings

Estimated reading time: 11 min
wiresk NetSuite NetSuite Connection and Settings

NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and e-commerce software.

Integrating NetSuite with Wiresk empowers businesses to unlock advanced data management and automation capabilities.

Wiresk offers a comprehensive suite of actions for managing records, files, and custom queries within NetSuite. With features like retrieving saved search results, executing RESTlets, performing SuiteQL queries, and attaching or managing files and folders, users gain full control over their NetSuite environment.

Wiresk’s capabilities also include creating, updating, deleting, and upserting records, making it easier to maintain accurate and up-to-date data.

To use NetSuite in your Flows, you must have a NetSuite account. You can create an account at NetSuite.com. Your account must have admin or system administration permissions. 
For developers, you can refer to the API endpoint official documentation here

A connection to your NetSuite account is needed so we can sync it with our platform.

There are two ways to connect your app to Wiresk:

  • In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
  • While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

In this documentation, we will explain how to create a connection in “My apps” section, it is essentially the same as when creating it on-the-go.

Prerequisite:
 
The following steps are required before creating the connection in Wiresk:

▪️ Create a Token-Based Authentication.
▪️ Get your Consumer Key and Consumer Secret.
▪️ Create an Access Token.
▪️ Get your Token ID and Token SECRET.
▪️ Get your account ID and SuiteTalk URL.
  • Login to NetSuite with Administrator account.
  • Go to Setup -> Integration -> Manage Integrations -> New
Screenshot of NetSuite website page. Red arrows show where to click to reach the integration page. Click on setup, integration, then manage integrations and new.
  • On the integration creation page, provide a name and a description, then in the Authentication Tab, select TOKEN-BASE AUTHENTICATION.
  • Save your Integration.
Screenshot of NetSuite new integration page. Red arrows show the field name, also pointing to field token-based authentication to be check. Another arrow point to the button Save.
After saving your new integration, find your Consumer Key and Consumer Secret at the bottom of the page. This information is shown only once, so make sure to save it somewhere safe for your Wiresk connection.
Screenshot of NetSuite page Showing the Consumer Key and the Consumer secret.
  • Go to your NetSuite dashboard, and select “Manage Access Token”.
Screenshot of NetSuite Dashboard. Red arrows point to Manage Access Token.
  • Then click on “New My Access Token”
  • On the new page, select the integration that you have previously created in Create a Token-Based Authentication step, then click save. 
Screenshot of the Token creation page, showing the primary information of the token.
Once you save, you’ll find the Token ID and Token Secret at the bottom of the page. This information is shown only once, so make sure to save it somewhere safe for your Wiresk connection.
  • In NetSuite, go to Setup Tab -> Company -> Company Information.
  • Find Your Account ID and SuiteTalk URL as shown in the screenshot below.
Screenshot of NetSuite Company Information page. It shows important information like Account ID and SuiteTalk URL to be keep for Wiresk connection.
  • Save the information for Wiresk Connection.
  • On the left panel of Wiresk user interface, go to “My apps” and click on the (+) button. 
  • Search “NetSuite” in the search field or scroll down the list of apps and choose the NetSuite icon.
  • In the prompted screen, give a name to your connection, e.g., “NetSuite Connection”.
  • Provide all the information for the connection collected in previous steps, such as :
  • Then click on “Create App” button.
Screenshot of Wiresk Add Apps screen. This Screen show the connection for NetSuite app.
There is different fields to provide such as : SuiteTalk URL, Consumer Key, Consumer secret, Access token, Token secret, account ID.

Voila! Your NetSuite app connection is ready. You can now use it to build your Flows.


Now that NetSuite is linked to Wiresk, you’re ready to start building Flows.

How to create a Flow (select to expand ↓ )

Create a Flow

Select your Group, then on the Flow management screen click on “Create Flow”.

Animated image GIF, shows where to click to create a Flow in Wiresk. first select a group then click on create Flow.

A – Select the Trigger

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.
  • Name the Flow that you want to create.
  • Add your Trigger by clicking on the red plus (+) Add button.
  • On the Trigger selection screen, search your app or select it from the list below the screen.
Screenshot of Wiresk Trigger setting screen. Red arrows shows that you can wether search your app in the search or or select it in the list below.

Select your preferred Trigger on the next screen and customize its settings (for NetSuite Triggers, refer to the Trigger settings below).

As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

B – Add an HTTP Trigger to your Flow

An HTTP Trigger allows you to manually activate your Flows.

  • Click on the red plus button (+) again to add a Trigger for testing your Flow, then click on the button “HTTP Trigger”.
Screenshot of Wiresk HTTP Trigger selection. in manual configuration section, an arrow point to HTTP Trigger.

Write a description and select your API key or create a new one.

Screenshot of HTTP Trigger setting screen. Arrows shows fields that need to be filled and selected for the settings. User need to add a description, select or create an API key.
  • Click on save. Now you can use your HTTP Trigger to Manually run your Flow.

C – Add a Method to your Flow

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).

  • On the Flow builder screen, click on the plus button (+) next to the Trigger icon.
Screenshot of Wiresk Flow Builder, showing Trigger icon and arrow pointing to a plus button. This button is use to add Methods in Wiresk.
  • Search or scroll down to select your apps Methods, then configure it settings. For NetSuite Methods, see Methods list and settings in the step below.

D – Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods. On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.


What will start your automation…

Setting up the recurrence rule or scheduler of your Trigger (if the Trigger is not a Webhook):

  • Regular intervals will monitor your Trigger by intervals in minute
  • Daily recurrence will monitor your Trigger by day and hour
  • Monthly recurrence will monitor your Trigger every month on a defined date and hour
  • Yearly recurrence will monitor your Trigger on a specific date and hour every year
  • Specific dates will start your Trigger on specific dates

After setting up the Trigger parameters (refer to how to define your parameters in the steps below), click on “Get sample”.

The “Get sample” allows you to extract a subset of data for validation. The data will be used to MAP your Method parameters according to your Flow. Refer to FIELD MAPPING documentation.

These Triggers will start your Flow automatically at a specific time or intervals instead of being triggered real-time event (Webhooks).

NETSUITE LOGO NetSuite Connection and Settings
NETSUITE LOGO NetSuite Connection and Settings

In NetSuite, create and save custom search queries as ‘Saved Searches.’ These searches allow you to quickly find specific data like customers, transactions, or inventory items within your NetSuite account.

NETSUITE LOGO NetSuite Connection and Settings

A RESTlet is a custom SuiteScript that allows external applications or other NetSuite scripts to interact with NetSuite data and functionality. It executes upon request and may return data to the calling source.

NETSUITE LOGO NetSuite Connection and Settings

SuiteQL is a powerful query language within the NetSuite platform, designed to help users extract and analyze data stored within their NetSuite accounts.

Core Concepts:

▪️SQL-based: SuiteQL is heavily influenced by SQL (Structured Query Language), a widely-used standard for querying relational databases. This familiarity makes it easier for users with SQL experience to learn and use SuiteQL.  
▪️NetSuite-specific: While similar to SQL, SuiteQL is specifically tailored to the NetSuite data model and schema. It includes features and functions that are unique to NetSuite objects and relationships.  
▪️Data Access: SuiteQL allows users to query various data sources within NetSuite, including:

  • Standard NetSuite records: Customers, sales orders, inventory items, employees, and more.
  • Transaction data: Sales orders, purchase orders, invoices, etc.  
  • Custom records: Records created by users to store specific business data.  
  • Analytics data: Aggregated data from various sources within NetSuite.

What your automation will do…

NETSUITE LOGO NetSuite Connection and Settings
NETSUITE LOGO NetSuite Connection and Settings
NETSUITE LOGO NetSuite Connection and Settings
NETSUITE LOGO NetSuite Connection and Settings
NETSUITE LOGO NetSuite Connection and Settings


After setting up your Flow, you can choose to:

  • Run once”, your Flow will run only a single time. You can use this function to test your Flow. Refer to how to set up an HTTP Trigger, in the “Create a Flow” step.
  • Run Scheduler” will automate your Flows with the recurrence rule you previously defined.


For more details, refer to How to run a Flow tutorial in our Help Center.
 
If you are using a Webhook Trigger, the Flow will initiate automatically when a webhook is received from your connected apps. This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually. Refer to Webhook documentation in our Help Center.


Wiresk makes things easier for you! Check our Templates Gallery to discover various ready to use cases.
If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.