NetSuite integration

NuORDER’s NetSuite integration was developed in-house by the NuORDER team. Please ensure your NetSuite portal is populated with products and customers ahead of starting your integration project. 

The flow of data includes:

  • Product Data - from NetSuite to NuORDER 
  • Customer Data - from NetSuite to NuORDER 
  • Inventory Data - from NetSuite to NuORDER 
  • Pricesheet Data - from NetSuite to NuORDER 
  • Sales Orders - from NuORDER to NetSuite
  • Order Edits - from NetSuite to NuORDER 
  • Order Shipments - from NetSuite to NuORDER 
  • Order Creation - from NetSuite to NuORDER 

Sync Frequency

When items, inventory levels or customers change in NetSuite, they will be added to a queue. Depending on the sync times agreed upon the Data Feeds will be updated multiple times daily. Orders will sync from NuORDER to NetSuite in approximately 15 minutes.

Turnaround Time

Your NetSuite integration will take approximately 12-16 weeks from the project kickoff to completion. This does not mean we'll be spending 12-16 weeks writing code and syncing data, but rather this is the complete time to get through all stages of the rollout:

  • Planning and discovery sessions
  • Any preparation on your side to get your NetSuite data cleaned up and ready for integration
  • Custom configuration and installation of the NuORDER bundle in NetSuite
  • Testing and review in the NuORDER sandbox
  • Adjustments
  • Final review and sign-off
  • Transfer from sandbox to production

 

Who's Involved From Your Team

  • Your NetSuite Administrator, or someone technical who is familiar with your specific NetSuite setup.
  • A Sales or Operations Manager who understands your business, how it is structured and how the reps sell.

What you'll be doing:

  • Answering a lot of questions about your specific NetSuite setup and sales process.
  • Ensuring your NetSuite portal is ready to integrate (e.g. product, customer and inventory data is populated in NetSuite)
  • Providing detailed information about data fields you are using in NetSuite, and parameters on which items/customers should be synced to NuORDER.
  • In some cases, you might need to make some bulk adjustments (e.g. adding a new field) to your data in NetSuite so that we can achieve the best possible experience for your users in NuORDER.
  • Reviewing your data in the NuORDER sandbox and providing feedback.
  • Reviewing test orders in NetSuite and providing feedback.
  • Providing the final sign-off to go live.
  • Reviewing the data feeds day-to-day after you go live to make sure everything is looking correct.
  • Working with us to address any unexpected issues that may arise once your team is using NuORDER in the live sales environment.

 

Who's Involved From the NuORDER Team:

  • An Integration Manager who will be your day-to-day point person, manage the project and guide you through the rollout from start to finish.
  • An Integration Engineer who will configure and install the NuORDER SuiteScript bundle in NetSuite.

What we'll be doing:

  • Asking a lot of questions about your specific NetSuite setup and sales process.
  • Installing the NuORDER bundle on your NetSuite account.
  • Customizing the integration scripts based on your specific data fields, logic, and other business rules.
  • Syncing test data into the NuORDER sandbox.
  • Syncing test orders into NetSuite.
  • Making sure you have a smooth transition from sandbox to production.
  • Making sure your team is updated throughout the process and addressing delays that might occur on either side.
  • Working through any unexpected issues that may arise after you go live.

Data Transfer: Data will be transferred via API.

Special Considerations for NetSuite

Access to your NetSuite Account

Before we start, we will need you to provide us with a login to your NetSuite account. This account must have Web Services enabled. Best practice is to set up a dedicated login during the project term. 

Enable Web Services on your account:

  1. Setup > Company > Enable features
  2. Under the SuiteCloud tab, select “Web Services.”
  3. Save.

Set preferences for Web Services:

  1. Setup > Integration > Web Services
  2. Disable mandatory custom field validation.

NetSuite Internal IDs

A key requirement of the integration will be to load all the NetSuite Internal IDs into NuORDER. Without these IDs, your orders will be unable to sync back into NetSuite — so accuracy is essential.

  • For Customers: this will be added to our “Company Code” field.
  • For Products: this will be added to our “UPC” field.

To show Internal IDs in NetSuite:

  1. Go to Home > Set Preferences.
  2. Enable the “Show Internal ID” option.
  3. Save.

System Requirement Callouts:

Account Settings:

  • ENABLE THE FOLLOWING PREFERENCE: Setup-->Import/Export-->CSV Preferences
  • RUN SERVER SUITESCRIPT AND TRIGGER WORKFLOWS: Under Setup > Import/Export > CSV Preferences… Set "Run Server SuiteScript and Trigger Workflows" to Yes/True.
  • ENABLE TOKEN BASED AUTHENTICATION: Under Setup>Company>Enable Features>go to Suitecloud Tab > find Token-Based Authentication…set to Yes/True.

Other Integrations: What other systems are integrated with NetSuite? We’ll want to know this as this will affect sync times.

What's Supported: Products 

Capabilities

Creating & updating items: Our system will be able to identify which items are new and which already exist in our system.

Customized data mapping: We will work with you to populate the required & standard NuORDER fields with the appropriate fields from NetSuite, and to add any custom fields that are needed.

Pricing & Multiple currencies: We will sync a default wholesale and retail price for each currency. Additional levels of pricing can be supported through customer-level discounts or price lists. 

Pricing-per-size is supported.

Removing items: We can set up your script to archive or disable items in NuORDER based on a particular NetSuite status.

Custom sync parameters: You will specify the rules for which items should be synced to NuORDER (e.g. Item Status, Category, checkbox at the item level, etc). 

NS Item Types supported: Inventory & Assembly Items. Groups, KITS, & Non-Inventory Items  are not supported in the NuORDER integration. 

 

Callouts

UPC Codes: For the NuORDER integration, we will be storing the NetSuite Internal ID in the “UPC” field. If you will need actual UPCs in NuORDER to provide to your customers, we will add an additional “GTIN” field to your data.

Parent/Child Items: If you have color and size variations on your products and you are not using matrix items in NetSuite, you will need to add custom fields where NuORDER can pull the Style Number, Color, and Size values separately.

NS Item Types supported: Inventory & Assembly Items. Groups, KITS, & Non-Inventory Items  are not supported in the NuORDER integration. 

 

What's Supported: Customers

Capabilities

Creating & updating customers: Our system will be able to identify which customers are new and which already exist in our system.

Customized data mapping: We will work with you to populate the required & standard NuORDER fields with the appropriate fields from NetSuite, and to add any custom fields that are needed.

Multiple billing & shipping addresses are supported.

Custom sync parameters: You will specify the rules for which customers should be synced to NuORDER (e.g. Customer type, groups, checkbox at the customer level, etc).

 

 

Callouts

Buyer Names & Email Addresses: At this time, the NetSuite integration does not support sending the specific person's names or email addresses associated with your buyers. You will need to manage this in NuORDER.

Two-way customer sync is not supported at this time. Your customers must originate in NetSuite and be synced to NuORDER with all the necessary account codes. (This is how NetSuite will recognize the customer when the order is synced back in.) Bi-directional syncing for customers is on our product roadmap for future development.

Process for New Customers: When working with a new customer in NuORDER, you will need to save the order as a DRAFT. Your team will need to add the new customer record into NetSuite first. The customer will sync to NuORDER on the next run (within 30 minutes). Once the customer is visible in NuORDER, the sales rep can open their draft, select the customer, fill in the buyer's name and email address, and submit the official order.

 

What's Supported: Inventory

Capabilities

Immediate ATS (available-to-sell): By default, our script will pull from the "quantity available" bucket in NetSuite. If you will need different numbers to be visible in NuORDER, be sure to let your Integration Manager know.

WIP (work-in-progress) inventory has limited support at this time. This may be supported by specific parameters on NetSuite Purchase Orders.

Warehouses: Multiple warehouses are supported. You will specify which warehouse locations should be synced to NuORDER.

Prebooking: For items that should have unlimited quantity available in NuORDER, we can achieve this in a few ways:

  • You can specify parameters from NetSuite, and we will apply the "prebook" flag when inventory is synced.
  • You can set parameters directly in NuORDER via the Admin section. Rules can be based on any product attributes, and you will have direct access to control and update the rules as needed.

 

 

Callouts

WIP (work-in-progress) inventory has limited support at this time. 

 

 

What's Supported: Pricesheets (NetSuite -> NuORDER)

Capabilities

Price Sheets: will be used to support more granular pricing levels within a currency. For example, if a category of customers have product price points that differ from your other customers dealing in the same currency.

A price sheet will include a list of all items and the associated price, and whether the item is active for that particular price price sheet.

Pricesheets are often referred to as PriceLevels in NetSuite.

Products omitted from a price sheet will display the default price from the product data.

 

 

 

Callouts
Customers not assigned to a price sheet will receive the default wholesale and retail prices from the product data.

 

What's Supported: Orders (NuORDER -> NetSuite)

Capabilities

Custom Fields / Custom Sales Order Form: We will configure the order sync to utilize the custom sales order form you are already using in NetSuite. You will tell us which form should be used for the NuORDER B2B orders.

We will work with you to set up any custom fields needed in NuORDER so that we can populate the information needed for your sales orders.

 

Sync parameters: NuORDER will sync "Approved" orders only.

Sync frequency: Orders will be every 15 minutes to NetSuite.

Order fulfillment process: Orders will be synced into "Pending Approval" or "Pending Fulfillment" status in NetSuite. Your team will take it from there per your normal approval / fulfillment process.

 

 

Callouts

Importance of Internal IDs: When we sync the order to NetSuite, we provide the NetSuite internal ID for the customer, address, and every item (to the size level). If any of the IDs are not valid in NetSuite (e.g. the record was deleted), the order will not be able to sync. If this happens, you will need to review the record that was not recognized and resolve the issue.

Sync Errors: NuORDER will provide your team with a list of common order sync errors, and what action needs to be taken to resolve it. It will be your team’s responsibility to review these notifications, and address any errors that occur.

These errors can include things like:

  • Invalid or missing Customer ID (Company code)

  • Invalid or missing Item ID (UPC)

  • Customer is on credit hold in NetSuite

  • Orders getting duplicated if sent multiple times.

 

 

What's Supported: Order Edits/Order Creation/Shipments (NetSuite -> NuORDER)

Capabilities

Custom Fields / Custom Sales Order Form: We will configure the order sync to utilize the custom sales order form you are already using in NetSuite. 

Changes to existing orders: NuORDER can accept order updates back from NetSuite, including:

  • Price changes
  • Adding/canceling line items
  • Shipment & tracking information, including line items shipped 
  • Partial shipments are supported
  • Canceling orders
  • Importing Orders created in NetSuite to NuORDER

 

Callouts

Required data to accept a 2way Order Integration for NetSuite: To accept the order back from NetSuite, the customer record and all line items and must exist in NuORDER.

 

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