NetSuite

NetSuite (opens new window) is a cloud business management suite that offers comprehensive software solutions for organizations, including support for ERP/Financials, CRM, and e-commerce.

API version

The NetSuite connector uses the WSDL from the SuiteTalk 2024_1 API (opens new window). This gives you the latest access to objects introduced in past API versions and all records seen under *Schema Browser tab in the API reference documentation. A variety of new fields for objects have also been introduced.

Connect to NetSuite on Workato

You can connect to NetSuite through token-based authentication. You must first generate an application ID, a consumer key, a consumer secret, a token ID, and a token secret.

We recommend that you reference our video channel for instructions on "How to connect to NetSuite":

See Connect to NetSuite on Workato for detailed steps on how to connect to Netsuite through token-based authentication.

Common NetSuite fields

The NetSuite connector can retrieve your standard or custom NetSuite objects and the associated set of standard and custom fields. When you configure your trigger or action, you must first select the specific object for interaction.

See Common NetSuite fields for details.

Triggers

Workato has the following triggers for NetSuite:

• Export new and updated standard or custom records trigger (bulk)

• New classification object trigger

• New standard object and new custom object trigger

• Updated standard object and updated custom object trigger

• New standard object and new custom object batch trigger

• New saved search result for object trigger

• New/updated saved search result for object trigger

• Export new standard records

• Export new custom records

• Export new/updated standard records

• Export new/updated custom records

DEPRECATION OF TRIGGER CONDITIONS IN BATCH TRIGGERS

We do not plan to support trigger conditions for the batch triggers due to inconsistencies in batch sizes after the trigger runs. We no longer support trigger conditions for following batch triggers in the NetSuite SOAP connector:

• New classification records
• New custom records
• New standard records
• New/updated custom records
• New/updated standard records

You must review and update your existing recipes to use Search Settings to prevent disruptions.

Search Settings in batch triggers

Example from new/updated standard records (batch) trigger:

Use case: Filter SalesOrders by Status - Pending Approval.

Trigger filters: Trigger filters only evaluate the first record in each batch, which isn't effective for Batch triggers. For example, if the first record matches the criteria, the batch may still include records with other statuses.

Trigger condition set for batch trigger

Result: Trigger condition

Search filters: Search filters are applied directly in NetSuite before data retrieval. This ensures that each batch contains only records that meet the specified filter criteria. The schema is populated with optional condition fields.

Result: Search settings

Actions

Workato has the following actions for Netsuite:

• Create standard object and create custom object action

• Create standard object and create custom object in bulk action

• Create standard record and create custom record in batch action

• Get all standard objects action

• Get case comments action

• Search standard objects action

• Search custom objects action

• Update standard object and update custom object action

• Update records in batch

• Update records in bulk

• Upsert records in batch

• Upsert records in bulk

• Get case comments action

• Delete standard record action

• Delete standard records action (batch)

• Delete custom record action

• Delete custom records action (batch)

• Initialize record action

Unsupported records

There are certain records that triggers and search actions do not support, as they cannot be queried via the NetSuite API.

Users can use the Get all standard records action to retrieve these objects not found in search actions or triggers:

• Budget category
• Campaign audience
• Campaign category
• Campaign channel
• Campaign family
• Campaign offer
• Campaign search engine
• Campaign subscription
• Campaign vertical
• Currency
• Lead source
• State
• Support case issue
• Support case origin
• Support case priority
• Support case status
• Support case type
• Tax account

The following records are not supported:

• Campaign response
• Item revision
• Landed cost
• Sales tax item
• Tax group
• Tax type
• Currency revaluation
• Payroll adjustment
• Inventory worksheet