Create Source

1. On the left side options column expand Data Sources – Change Triggers – Trigger.

2. On the Change Triggers page click the Create Change Trigger button.

3. On the New Change Trigger page click the NetSuite Change Data Source button.
4. Description – enter a friendly description for the data source.
5. Connection – select the connection to be used from the dropdown list.
6. Click the Validate button – this will verify the Connection is successful and enable the Role Type fields.
7. Role Category – Select the category for the filter.
   • Options include Activities, Communications, Customization, Entities, File Cabinet, Items, Lists, Marketing, Support, Transactions, and Website. 
8. Role Type – Select the Role Type the filter will be using.
9. Custom Record Type – If tracking changes to a custom record, select which custom record to track.
10. Last Modified Date – Set the default Last Modified Date and Time.
11. Include child item lines – Mark this checkbox if you want child item lines to also be available to select for the Columns on the Filter. 
12. Name field for list entries and records – Mark this checkbox if you would like a name field returned instead of the Internal ID for list entries and records. 
13. Click Save.

Link Source to an Integration

Next an integration will be linked to the source and tracking enabled on the integration process.

1. Create a new Integration Process.
2. Select the Integration Source tab.
3. Source Type – select Changes Only.
4. Source – select NetSuite Change Data Source.
5. Change Source -select the change data source from the setup above
6. Role Category -Will default from selected data source
7. Role Type -Will default from selected data source
8. Last Modified Date -Will default from the data source setup, but can be edited if needed
9. Group By – Select at least 1 primary key field
10. Finish mapping the target of the integration
11. Click Save