Setting up an Integration to NetSuite

  • Click on the Target tab. 
  • Target – Select NetSuite. 
  • Destination – Select a NetSuite connection. 
  • Role Types – Select the Role Types to be used for the destination.  
  • Include linked Role Types – Mark this checkbox to include any linked Role Types associated with the selected Role Type. The linked Role Types will be added to the Target Lines. 
  • Save Output to File – Mark this checkbox if the data should be sent to a file that can then be downloaded. 
  • Target Lines – Displays the lines that will be available to be mapped on the Integration tab. 
  • Once the required fields have been populated the Integration tab becomes active. 
  • Click on the Integration Tab. 

Integration Tab 

  • Target Lines – From the dropdown list select the lines that will be mapped. 
  • For Delete – Not available for this destination. 
  • Update Existing – When this checkbox is marked, records that already exist will be updated with any changes. 
  • Update Blank Data – Not available for this destination.  
  • Source Grouping tab – Select which source(s) to group by and the function for the source. 
  • Target Integration tab – This is where the Source data is mapped to the Target data. 
  • Additional Columns tab – NOTE: there will be a separate section for each type of Additional Column. 
  • Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process. 

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