NetSuite

Procedures and concepts for the NetSuite integration.

The following documentation is for NetSuite v2.1.4 (BDK).

Overview

NetSuite is a comprehensive cloud-based enterprise resource planning (ERP) platform that integrates financial management, CRM, e-commerce, and business intelligence. This integration enables automated financial data synchronization, customer record management, order processing, and business reporting workflows. Streamline enterprise operations and enhance business process automation across your NetSuite environment.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• NetSuite

How to Add the Book(s)

1. Go to Books → All Books.

2. Search for the name of the book and click on it.

3. Click on Install or Add Connection to add the book to your agent.

4. If adding a connection, you'll be prompted for connectivity details.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

This books supports the connectivity methods described in this section.In here you will find information about what information is required in order to employ each method.

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

Configuration

The following table details all the available configuration options for this book.

Concept	Description	Type	Default Value
attachment folder id	Get the ID of the FileCabinet folder to upload attachments to.	text	(no default)
netsuite timeout	Get the timeout value for API calls in seconds.	number	(no default)

Configuration can be set or retrieved as shown in the following examples:

Procedures

to retrieve a file's information from netsuite

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

Input Concepts

Concept	Description	Type	Required	Default Value
file id	The ID of the file to retrieve information for	text	Yes	(no default)

Output Concepts

Concept	Description	Type
answer	The file's information	json

Examples

retrieve a file's information from netsuite
the file id is "3000662"

to retrieve a schema from netsuite

Get the JSON schema for an entity

Input Concepts

Concept	Description	Type	Required	Default Value
entity	The entity to get the schema for	text	Yes	(no default)

Output Concepts

Concept	Description	Type
answer	The schema for the entity	json

Examples

retrieve a schema from netsuite
the entity is "supportCase"

to retrieve an attachment from netsuite

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

Input Concepts

Concept	Description	Type	Required	Default Value
attachment id	The ID of the attachment to retrieve	text	Yes	(no default)

Output Concepts

Concept	Description	Type
answer	The attachment	file

Examples

retrieve an attachment from netsuite
the attachment id is "3000662"