NetSuite ERP

Last updated on Jun 05, 2023

NetSuite ERP is a cloud business management platform that provides an integrated suite of applications to manage various business operations, such as account management, order processing, warehouse operations, and customer relationship management (CRM). This platform empowers companies to gain valuable insights into their business and enhance their decision-making capabilities.

Hevo uses the SuiteTalk SOAP Web Services Platform, which uses an XML-based API to replicate the data present in your Netsuite ERP account.

Hevo classifies the NetSuite objects into four categories: Transaction, Item, Custom, and Standard objects, based on the type of data they contain. All the standard NetSuite objects are ingested in Full Load mode while the Transaction and Item objects are ingested in Incremental mode. Refer to section, Data Model for the list of supported objects.

Setup

Data Sync

Prerequisites

An active Netsuite ERP account is available.
You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.
You are logged in as an Administrator, to create a role and user for Hevo and obtain the API credentials.
Hevo is assigned the required permissions to access your NetSuite ERP data.

Obtaining the API Credentials

Hevo uses the Account ID, Consumer Key and Secret, and the Token ID and Secret for authentication on your NetSuite ERP account.

To obtain these credentials, perform the following steps:

Step 1: Enable web services and token-based authentication

You must enable web services and token-based authentication for your NetSuite account, to use the SuiteTalk API and generate the access tokens to authenticate Hevo.

Log in to your NetSuite account as an Administrator user.
In the Home page, in the NetSuite global search bar, enter page: enable, and click the Page: Enable Features result.
In the Enable Features page, click SuiteCloud.
In the SuiteCloud tab:
1. In the SuiteTalk (Web Services) section, select the SOAP WEB SERVICES and REST WEB SERVICES check boxes.
2. In the Manage Authentication section, select the TOKEN-BASED AUTHENTICATION check box.
Click Save.

Step 2: Create an integration record for Hevo

An integration record is required to uniquely identify Hevo in your NetSuite account.

In the NetSuite global search bar, enter page: integrations, and click Page: Manage Integrations.
In the Integrations page, click New, and specify the following settings:
- Name: A unique name for the integration. For example, HEVO.
- Token-based Authentication: Select this check box to allow Hevo to access your data.
Click Save.
In the confirmation page that is displayed, from the Consumer key/secret section, copy the consumer key and secret and save them in a secure location like any other password.

Step 3: Create a role for Hevo and configure permissions

We recommend that you create a Hevo-specific role and user so that it is easier to assign and manage the permissions required for Hevo to replicate your data.

To do this, perform the following steps:

In the NetSuite global search bar, enter page: new role, and click Page: New Role.
In the Role page, enter a name for the role in the Name field. For example, HevoRole.
In the Authentication section, select the WEB SERVICES ONLY ROLE check box.
In the Role page, under the Permissions section, click on each tab, add the permissions for the role, and click Add. Read Hevo Role Permissions to know about the permissions required for Hevo to access data.
After permissions for all tabs are added, click Save.

Step 4: Create a Hevo user

In the NetSuite global search bar, enter page: new employee, and click Page: New Employees.
In the Employee page, enter the NAME, EMAIL, SUBSIDIARY, and any other required fields.
Scroll down and click the Access tab. In the Access tab, do the following:
1. Select the GIVE ACCESS check box.
2. Select the MANUALLY ASSIGN OR CHANGE PASSWORD check box to create a password for the Hevo user.
3. In the Roles section, from the ROLE drop-down, select the Hevo role that you created in Step 3.
4. Click Add.
Click Save.

You have successfully created a user for Hevo.

Step 5: Create an access token

Perform the following steps to create an access token for Hevo:

In the NetSuite global search bar, enter page: tokens, and click Page: Access Tokens.
In the Access Tokens page, click New Access Token.
In the Access Token page, specify the following details:
- APPLICATION NAME: The integration record that you created in Step 2.
- USER: The Hevo user that you created in Step 4.
- ROLE: The Hevo role that you created in Step 3.
- TOKEN NAME: A name for the token. NetSuite creates a name automatically, although you can create a custom name. For example, HEVO.
Click Save.
From the confirmation page that is displayed, copy the Token ID and Secret, and save it like any other password.

You need to provide these credentials while configuring NetSuite ERP as a Source in Hevo.

Step 6: Find your NetSuite account ID and subdomain

Hevo needs your NetSuite account ID and subdomain to identify your account and access the NetSuite data for ingestion.

To obtain these:

In the NetSuite global search, enter page: web services and click Page: Web Services Preferences.
In the SOAP Web Services Preferences page, from the Primary Information section, copy the Account ID field and save it like any other password.
Extract your NetSuite ERP subdomain from your dashboard URL. For example, if your dashboard URL is https://xyz.app.netsuite.com/, the subdomain is xyz.

You need to provide the account ID and subdomain while configuring NetSuite ERP as a Source in Hevo.

Configuring Netsuite ERP as a Source

Perform the following steps to configure Netsuite ERP as the Source in your Pipeline:

Click PIPELINES in the Navigation Bar.
Click + CREATE in the Pipelines List View.
In the Select Source Type page, select Netsuite ERP.
In the Configure your Netsuite ERP Source page, specify the following:
- Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.
- Account ID: The unique ID that you obtained from your Netsuite account.
- Subdomain: The subdomain that you obtained from your Netsuite account URL. For example, in https://53434645-sb1.app.netsuite.com, the subdomain is 53434645-sb1.
- Consumer Key: The key that you obtained upon creating the integration record for Hevo.
- Consumer Secret: The consumer secret that you obtained from your Netsuite account upon creating the integration record for Hevo.
- Token ID: The ID of the access token that you created in your Netsuite account, to allow Hevo to access your data.
- Token Secret: The secret for the token that you created in your Netsuite account.
- Historical Sync Duration: The duration for which the existing data in the Source must be ingested. Default duration: 1 Year.
  
  Note: If you select All Available Data, Hevo ingests all the data available in your NetSuite ERP account since January 01, 1970.
Click TEST & CONTINUE.
Proceed to configuring the data ingestion and setting up the Destination.

Data Replication

Default Pipeline Frequency	Minimum Pipeline Frequency	Maximum Pipeline Frequency	Custom Frequency Range (Hrs)
3 Hrs	1 Hr	24 Hrs	12

Note:

You must set the custom frequency in hours as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.
Full Load objects are ingested every 24 hours irrespective of the Ingestion frequency.

Historical Data: In the first run of the Pipeline, Hevo ingests historical data for all the objects on the basis of the historical sync duration selected at the time of creating the Pipeline, and loads it to the Destination. Default duration: 1 Year.
Incremental Data: Once the historical load is complete, all new and updated records for the objects in the Transaction, Item and Deleted tables are synchronized with your Destination according to the ingestion frequency.

Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination database:

Note: Hevo uses InternalId as the primary key for all objects.

Data Model

The NetSuite objects are classified by Hevo into four categories to distinguish the type of data being ingested:

Transaction: Transaction objects contain data about your business events, such as, financial agreements between your business and your customers or vendors, and inventory adjustments. All the objects listed under Transaction are ingested into the Transaction table.
Item: Item objects contain details of the inventory items that you buy and sell, assemblies you manufacture, or services you provide to customers. All the objects listed under Item are ingested into the Item table.
Custom: Custom objects created in your NetSuite account to store data that is unique to your organization’s business needs.
Standard: All other objects are classified as standard objects, and are ingested into their respective tables.

Transaction Objects

The following is the list of objects that are replicated in the Transaction table depending on the objects you select in the Object Selection page:

Note: All Transaction objects are ingested using incremental mode.

Object
Assembly Build
Assembly Unbuild
Bin Transfer
Bin Worksheet
Cash Refund
Cash Sale
Check
Credit Memo
Customer Deposit
Customer Payment
Customer Refund
Deposit
Deposit Application
Estimate
Expense Report
Inventory Transfer
Inter Company Journal Entry
Inventory Adjustment
Inventory Cost Revaluation
Invoice
Item Fullfilment
Item Receipt
Journal Entry
Paycheck Journal
Purchase Order
Return Authorization
Sales Order
Statistical Journal Entry
Transfer Order
VendorBill
Vendor Credit
Vendor Payment
Vendor Return Authorization
Work Order
Work Order Close
Work Order Completion
Work Order Issue

Item Objects

The following is the list of objects that are replicated in the Item table depending on the objects you select in the Object Selection page:

Note: All Item objects are ingested using incremental mode.

Object
Assembly Item
Description Item
Discount Item
Download Item
GiftCertificate Item
Inventory Item
Item Group
Kit Item
Lot Numbered Assembly Item
Lot Numbered Inventory Item
Markup Item
NonInventory Purchase Item
NonInventory Resale Item
NonInventorySaleItem
Other Charge Purchase Item
Other Charge Resale Item
Other Charge SaleItem
Payment Item
Serialized Assembly Item
Serialized Inventory Item
Service Purchase Item
Service Resale Item
Service Sale Item
Subtotal Item

Standard Objects

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:

Note: All standard objects are Full Load.

Object	Description
Account	Contains the details of all the accounts in the Chart of Accounts (COA) in your NetSuite account.
Accounting Period	Contains the details about all the accounting periods in your NetSuite account.
Address	Contains the details about the custom address forms used to store addresses such as customer and vendor addresses in your NetSuite account.
Billing Account	Contains the details about the billing information for a customer such as billing-specific information, including billing schedule, default payment terms, bill-to address, and currency.
Billing Schedule	Contains the details of the billing schedules in your NetSuite account which are used to define how bills for transactions are sent to customers.
Bin	Contains the details of the locations in your warehouse used to store inventory items.
Budget	Contains the details of expected income and expenses for your business.
Calendar Event	Contains details about the events on the calendar in your NetSuite account.
Campaign	Contains the details of the marketing campaigns in your NetSuite account.
Charge	Contains the details of all the billable amounts for your clients in your NetSuite account.
Classification	Contains details about the categories that you can use to identify and categorize records in your NetSuite account.
Consolidated Exchange Rate	Contains the details of the consolidate exchange rate used to translate financial reports from one subsidiary’s base currency to its parent company’s base currency.
Contact	Contains the details of all the individuals that you have business relationships with.
Contact Category	Contains the details about the types of contacts in your NetSuite account.
ContactRole	Contains the details of all the roles that have been assigned to your contacts.
Cost Category	Contains the details about the categories used to classify the different types of costs associated with items.
Coupon Code	Contains the details of all the coupon codes in your NetSuite account.
CurrencyRate	Contains the details of all the currency rate records in you NetSuite account.
Customer	Contains the details of all your customers.
Customer Category	Contains the details of the groups used to classify your customers.
Customer Message	Contains details about the standardized customer messages in your NetSuite account.
Customer Status	Contains the details about all the deal stages that are used to classify your leads, prospects, and customers.
Custom List	Contains the list of values that you can use in custom fields on your forms and records.
Department	Contains the details about the categories that you can create to classify and track records in your NetSuite account.
Employee	Contains the details about all the employees in your NetSuite account such as name and address.
Entity Group	Contains the details about all the groups in your NetSuite account. A group is a set of employees, contacts, customers, partners or vendors.
Expense Category	Contains the details about the type of expenses in your NetSuite account.
Fair Value Price	Contains the details of all the fair value prices of different items in your NetSuite account.
File	Contains the details of all the files in your Netsuite file cabinet which is used to store your business documents.
Folder	Contains the details of all the folders in your NetSuite file cabinet.
Gift Certificate	Contains the details of all the gift certificates that allow customers to purchase store credit to send to someone as a gift.
Global Account Mapping	Contains the details of the global account mapping records that enable you to configure secondary accounting books to post to accounts different from the primary book.
HcmJob	Contains the details about the employee jobs such as the job title and jobID.
Inbound Shipment	Contains the details of all the info about inbound shipments in your NetSuite account.
Inventory Number	Contains the details of the numbers used to uniquely identify an item in physical inventory.
Issue	Contains the details of the defects or enhancement requests in your NetSuite account.
Item Account Mapping	Contains the details of the mapping of an item to an accounting book for accounts using multi-book accounting.
Item Demand Plan	Contains the details such as quantity expected to be needed, during specified time periods, for an item.
ItemRevision	Contains the details of item revision records. Item revision records define the items which should be included in assembly builds during specific time frames.
Item Supply Plan	Contains details about the item supply plan which lists the purchase orders or work orders required to ensure that item quantity meets expected demand.
Job	Contains the details about the projects in your NetSuite account.
Job Status	Contains the statuses that can be applied to projects in your NetSuite account.
Job Type	Contains the details about the types that can be applied to projects in your NetSuite account.
Location	Contains the details about the locations of employees and transactions.
Manufacturing Cost Template	Contains the details of the manufacturing cost template which contains the list of rates that can be associated with completing a specific operation.
Manufacturing Operation Task	Contains the details of all the manufacturing operation tasks in your NetSuite account.
Manufacturing Routing	Contains the details about the manufacturing routing templates in your NetSuite account. The templates contain the list of steps required to build an assembly item.
Message	Contains the details of the messages sent to an existing customer, contact, or a lead.
Nexus	Contains the details about the tax jurisdictions for your NetSuite account.
Note	Contains the details about the notes used to track any changes made to a record.
NoteType	Contains the details of all the types that can be used to separate notes.
Opportunity	Contains the details of the conversations with prospects in your NetSuite account.
Other Name Category	Contains the details of the categories used to classify people or companies who are not vendors, customers, or employees.
Partner	Contains the details about the partners that help you implement and configure NetSuite based on your particular business needs.
Partner Category	Contains the details of the categories used to classify your partners.
Paycheck	Contains the details of all the pay checks in your NetSuite account.
Payment Method	Contains the details of all the payment methods used by your customers.
Payroll Item	Contains the details of payroll items such as salary and expenses.
Phone Call	Contains the details of the phone call records in your NetSuite account.
Price Level	Contains the list of prices that can be applied to an item.
Pricing Group	Contains the details of all the pricing groups. For example, a pricing group called Chairs and associate the pricing group with all of your chair items.
Project Task	Contains the details of the individual actions in a list of actions that must be completed to finish a project.
Promotion Code	Contains the details of all the promotion codes in your NetSuite account.
Resource Allocation	Contains the details about the resource allocation for the projects in your NetSuite account.
RevRec Schedule	Contains the details of the time periods for which revenue should be recorded along with the amount of revenue, for an item sale.
RevRec Template	Contains the details of the format in which the revenue should be recorded for items.
Sales Role	Contains the details of the various sales roles in your NetSuite account.
Sales Tax Item	Contains the details of the correct tax to be applied on an item ordered by a customer.
Site Category	Contains the details of the categories used to organize items for sale in your store.
Solution	Contains the details of all the replies to customer issues in your NetSuite account.
Subsidiary	Contains the details of the companies within your organization.
Support Case	Contains the details of the support issues submitted for your company to NetSuite support.
Task	Contains the details of the tasks assigned to employees within your organization.
Tax Group	Contains the details of all the tax groups in your NetSuite account. A tax group contains all the tax codes that can be applied to an item.
Tax Type	Contains the details of the different types of taxes collected for an item. For example, VAT and GST.
Term	Contains the details of the terms of payment on customer invoices. Terms specify when a payment is due.
Time Bill	Contains the details of the hours worked by employees in an organization.
Time Entry	Contains the details of the time entries submitted by employees to record the time spent on their tasks.
Time Sheet	Contains the details of the timesheets which allow you to track the total number of hours that the employees have invested in a particular project.
Topic	Contains the details about the topics used to organize knowledge base solutions.
Units Type	Contains the details of the units of measurement in your NetSuite account.
Usage	Contains the details of the charges for line items that can be consumed such as time and internet data.
Vendor	Contains the details of all the vendors in your NetSuite account such as name and address.
Vendor Category	Contains the details of all the categories used to classify vendors in your NetSuite account.
WinLoss Reason	Contains the details of the reasons for winning or losing an opportunity.

Source Considerations

Rate Limit: NetSuite imposes a limit on the concurrent API requests for each integration, for example, Hevo. This limit varies depending on your Netsuite account. Read Concurrency Governance Limits Based on Service Tiers and SuiteCloud Plus Licenses.

Revision History

Refer to the following table for the list of key updates made to this page:

Date	Release	Description of Change
Apr-04-2023	NA	Updated section, Configuring NetSuite ERP as a Source to update the information about historical sync duration.
Feb-20-2023	2.08	Removed the limitation about Hevo not supporting custom objects in Netsuite ERP as Hevo supports them now.
Sep-02-2022	1.95	New document.