NetSuite

Overview of the Netsuite integration.

The following documentation is for Netsuite v2.1.8.

Overview

The Netsuite BDK integration connects to Oracle NetSuite ERP systems and automatically discovers all your business entities. From customers and employees to transactions and custom records, the Netsuite integration allows you to seamlessly read, create, and update any business entities in your NetSuite instance.

The Netsuite integration supports discovery. Once connected, you can browse available services and entities directly from Kognitos, then enable the specific actions your automations need. See Custom Actions for setup instructions.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Netsuite

Steps

Follow these steps to connect the integration in Kognitos:

1

Navigate

Using the left navigation menu, go to Integrations → Explore Integrations.

2

Find

Search for the integration and click on it.

3

Connect

Click on Connect to add a connection to the integration.

4

Configure

Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.

Discovering Actions

After connecting, you can discover and enable the specific services and entities available in your system:

1

Open the connection menu

Navigate to Integrations, find your Netsuite connection, and click the three-dot menu ⋯ next to the connection name. Select Configure Actions.

2

Browse and enable services

Browse or search for the services you need. Toggle them on to enable them in your workspace.

3

Save and wait

Click Save to apply your configuration. Allow 1-2 minutes for Kognitos to complete the discovery process. Once finished, the enabled actions become available in your drafts and automations.

Authentication

Use one of the following authentication methods to connect this integration in Kognitos. Each method has its own configuration requirements.

Connect using Consumer key, Consumer secret, Token ID, Token secret and Account ID

Connects to Netsuite using token based authentication (TBA).

Label	Description	Type
Consumer key	The consumer key for the Netsuite account	sensitive
Consumer secret	The consumer secret for the Netsuite account	sensitive
Token ID	The token ID for the Netsuite account	sensitive
Token secret	The token secret for the Netsuite account	sensitive
Account ID	The account ID for the Netsuite account	text

Actions

The following actions are available in the Netsuite integration:

1. Retrieve a file's information from netsuite

Get a file's information from NetSuite's File Cabinet, using the SOAP API.

2. Retrieve a schema from netsuite

Get the JSON schema for an entity

3. Retrieve an attachment from netsuite

Get an attachment from NetSuite's File Cabinet, using the SOAP API.

In addition to these built-in actions, the Netsuite integration supports custom actions that are discovered from your specific system. The actions available depend on which services you enable through the discovery process.