Oracle NetSuite is a comprehensive business management software suite delivered as a cloud service. It's an all-in-one platform that integrates enterprise resource planning (ERP), customer relationship management (CRM), inventory and order management, e-commerce, and more in a single system.
NOTE: The Integration Marketplace is only available on Enterprise, Campus Complete, or Coporate subscriptions.
Configuration:
This integration requires the user to configure a connection, as well as how elements in System Surveyor will be identified in NetSuite, since each element profile must correspond to a particular element.
Connection:
The recommended connection type to use for the integration is the Netsuite OAuth Client Credentials connection.
This connection type requires a bit of setup in order to configure it for the integration. Refer to the NetSuite documentation on how to obtain the required information that needs to be set in the integration wizard.
Element Mapping:
In the configuration wizard page the user can configure the mapping by selecting the System Surveyor element from the left drop-down, and enter a SuiteQL query in the right textbox.
SuiteQL offers a lot of convenience for matching items by supporting OR and IN operations.
Additional mappings can be added by clicking on the Add to Element Mapping button.
In the example mapping - all inventory items that contain the “Smoke Detector” string in their display name will be created as Element Profiles in System Surveyor for the Smoke Detector element.
Attribute Mapping:
The user will need to specify how some of the element profile attribute values are to be set based on the inventory item fields.
Only a limited set of element profile attributes can be selected and populated.
The following element profile attributes are set automatically by the integration and cannot be explicitly set by the customer:
- Component Model # is set using inventory item MPN (Manufacturers Part Number)
- Component Manufacturer is set using the inventory item Component Manufacturer
Only scalar fields from NetSuite inventory items are shown in the right drop-down. Other more complex fields that are returned from the NetSuite API as objects will not be shown here.
Element Profile Importing:
Element Profiles can be created automatically in System Surveyor by this integration using NetSuite Inventory Items.
This integration flow runs automatically in a scheduled manner and will sync all inventory items mapped for each element in the configuration wizard.
Inventory items that have already been created by the integration will be updated instead.
Opportunity Syncing:
The integration is also able to export Bill of Materials data for one or multiple surveys and add it into a NetSuite Opportunity as line Inventory Items.
All elements in the survey(s) that have an Element Profile set that was imported by the integration using the previous flow will be aggregated into the Bill of Materials data.
The corresponding NetSuite Inventory Items will be set into the opportunity with their respective quantities (based on the quantity of each element in the survey(s)).
NetSuite will automatically calculate the amount based on the quantity and inventory item pricing.
This is a replace operation. All existing items in the opportunity will be replaced by the new list of items set by the integration.