How to Import Custom Records using NetSuite REST

Oracle NetSuite makes it simple to create Custom Record Types, allowing businesses to store and manage tailored data for customer-specific customizations, SuiteApps, or bundles. These record types are natively available in the NetSuite API, enabling tools like SmartConnect to easily create and update records.

In this article, we will walk through a straightforward example of working with a Custom Record Type called eOne Project Tracker, showcasing how to interact with it effectively.

Table of Contents

1. Permissions Checklist
2. Step-by-Step Example
3. Common Errors and Challenges

01. Permissions Checklist

Before we can integrate into a custom record, we will need to verify we have all the correct permissions assigned to the integration role.

Permissions

1. Log into NetSuite > Setup > Users/Roles > Your integration Role
2. In the Permissions section, enable the required permissions

Permissions Example

In our eOne Project Tracker custom record example, we have a couple standard fields and link to the Employee Record.

For this example I need these permissions

• Setup > Custom Record Types
• Setup > Custom Fields
• Custom Record > eOne Project Tracker
• Lists > Employee Record

02. Step-by-Step Example

Here is an example of how we can create a new record in our eOne Project Tracker custom record.

1. Navigate to Connections > your NetSuite connection
2. Click the Refresh NetSuite REST Metadata button
3. Navigate to the Audit tab click Refresh Audit
4. Refresh the Audit list until the metadata refresh completes

5. Create an integration with a NetSuite REST destination
6. Select your Custom Record from the list
7. Navigate to the Integration tab
8. Map the required destination fields

03. Common Errors and Challenges

Custom Record Permissions

Error: You need a higher permission for custom record type <<CUSTOM RECORD NAME>> to access this page. Please contact your account administrator.

Cause: The role linked to the integration does not have the required permissions to write to this custom record.

Resolution:

1. Log into NetSuite > Setup > Users/Roles > Your integration Role
2. Navigate on the page to Permissions > Custom Record
3. Locate the Custom record from the error and set the Level to Full
4. Save the Role
5. Run the integration again

Linked Records Permissions

Error: Permission Violation: You need the ‘Lists -> <<Record Type>>’ permission to access this page. Please contact your account administrator.

Cause: The role linked to the integration does not have the required permissions to link this custom record with a list.

Resolution:

1. Log into NetSuite > Setup > Users/Roles > Your integration Role
2. Navigate on the page to Permissions > Lists
3. Locate the List from the error and set the Level to Edit
4. Save the Role
5. Run the integration again