Netsuite Connector - Technical Overview

Versions Supported

We support the Netsuite CRM -  http://www.netsuite.com/portal/products/crm.shtml. No other products of Netsuite are currently supported at this time.

Authentication Requirements

Before installing the Formstack Sync Netsuite connector you must first install the Formstack Sync SuiteBundle.  This "bundle" contains a handful of SuiteScript files that allow Formstack Sync to access NetSuite's REST-ful API.

While we do recommend that an administrator is used to authenticate the Formstack Sync Netsuite connector if this is not possible at the minimum a user must have the following permissions listed here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Formstack Sync so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team.

 

Object

Permissions

Custom Field Support

Dedupe Key

Employee

Read

Yes

Email

Contact

Read / Update / Create

Yes

Email

Lead, Prospect, or Customer

Read / Update

Yes

Name

Opportunity

Read / Update

Yes

Closing Date

Name

Contact and Company Relationship

Calendar Event

Read / Update / Create

 

Title  

Occurred At

Case

Read / Update / Create

Yes

Name  

Case Number

API Version and Limits

Formstack Sync currently uses Netsuite's REST-ful API.

Important Limitation(s)

NetSuite offers many configurations to allow customization for the user.Formstack Sync supports four different NetSuite configurations. Limitations of the Netsuite Connector depend on what Netsuite settings you currently have in place.

You can learn more about what configuration of Netsuite of you have and the limitations that come with this configuration here.

 

 

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