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  1. Documentation

NetSuite Integration for WooCommerce

General Settings ↑ Back to top

Steps to get NetSuite credentials ↑ Back to top

A. Obtaining a NetSuite HOST URL & Account ID

  1. Log in to NetSuite
  2. Navigate to Setup > Company Information
  3. You can find account ID on this window
  4. For Host URL > Go to “Company URLs” subtab.Get “SUITETALK (SOAP AND REST WEB SERVICES)” URL from here..
    Example: Account ID=1234567

B. Obtaining NetSuite application id & client credentials

  1. Log in to your NetSuite account.
  2. Click on Setup > Integrations > Manage Integrations > New
  3. On the resulting page, Name the application that will be integrating with NetSuite (for example, “TM WC NetSuite”)
  4. Make sure “User Credentials” & “Token Based Authentication” both options are checked
  5. Press Save. On the resulting page, Application ID, Consumer Key and Consumer Secret will be generated for the application
  6. Copy Application ID, Consumer Key and Consumer Secret and paste them in TM NetSuite plugin settings.
    Example: Application ID= AANJF45A-GE5J-HTHH-KKKL-HGSNSNMSML14

C. Obtaining NetSuite token id & token secret

  1. In NetSuite, navigate to Setup > Users/Roles > Access Tokens > New.
  2. On the Access Tokens page, click New Access Token.
  3. On the Access Token page:
  • Select the Application Name *Note: Make sure that the application is called “TM WC NetSuite”. If you don’t see it, please redo the instructions in the first section.
  • Select the User you enabled with Full Access. *Note: Select a user that will always have access.<>
  • Select the Role with Full Access for example “admin” or “administrator”
  • The Token Name is already populated by default with a concatenation of Application Name, User, and Role. You can enter your own name for this token if desired.
  1. Click Save.
  • The confirmation page displays the Token ID and Token Secret. Copy the Token ID and Token Secret and paste them in TM NetSuite plugin settings.
  • eat this section to obtain new values.

Adding a user ↑ Back to top

  1. To create a new user, go to:
  2. Lists > Employees > Employees > New
  3. Enter a first and last name
  4. Enter Email Address
    – Note that this is the email address the User will use to access NetSuite.
    – If the user’s supervisor is already in NetSuite, choose them from the Supervisor dropdown.
    – Otherwise, assign supervisors when all employee records are entered.
  5. On the Access tab check Give Access
  6. Enter a password in both fields
  7. From the Role dropdown choose the Role you created earlier.
  8. Click Save

Creating roles on NetSuite: ↑ Back to top

  1. To create a new Role, go to:
  2. Setup → User Roles → Manage Roles → New
  3. Enter the name of the Role
  4. In CENTRE TYPE field select ACCOUNTING CENTRE in General settings
  5. Check option DO NOT RESTRICT EMPLOYEE FIELDS in General settings
  6. In SUBSIDIARY RESTRICTIONS check option SELECTED
  7. In AUTHENTICATION enable option WEB SERVICES ONLY ROLE
  8. In PERMISSIONS Tab
  • TRANSACTION Tab give full permission to the below fields
     – Sales Order
     – Item Fulfillment
     – Fulfill Sales Order
  • LIST Tab give full permission to the below fields
    – Customers
    – Items
    – Location
    – Currency
    – Promotions
    – Shipping items
  • SETUP Tab give full permission to the below fields
    – Company information
    – User Access Tokens
    – Integration Application
    – SOAP Web Services

   9. Click Save

Inventory settings ↑ Back to top

Product inventory/prices are synced on the basis of their SKU’s. For this either you can sync them using the “MANUAL UPDATE INVENTORY OR/AND PRICE” button OR there is a cron for which we have settings in the frontend to set frequency depending on the client requirements.

Options in inventory settings ↑ Back to top

  1. Update Inventory(Stock quantity) from NetSuite: The settings ensure that the inventory from all locations in NetSuite should get synced on WordPress for all the products whose SKU matches if enabled.
  2. Fetch Inventory from default Locations: If this feature is enabled then the inventory of the products will only get synced from the default location.
    NOTE: This will only work when inventory sync is enabled
  3. Update Product Price from NetSuite: The settings ensure that the price or the product gets synced on WordPress from NetSuite if enabled.
  4. Inventory and(or) Price Sync Frequency: Set the frequency of cron used to update inventory and price of products to hourly/Twice a day/Every day.

Customer sync & conditional mapping

Customer Settings ↑ Back to top

Customers sync on the basis of email addresses as they are unique for an account. This settings also gives an additional feature of CONDITIONAL MAPPING(One can map value to NetSuite be it a custom field or a default field of NetSuite based on various operation on WordPress).

Options in customer settings: ↑ Back to top

  1. Enable Customer Sync: This feature ensures that the customer syncs to NetSuite when registered, information is updated or when an order is created by a customer on WordPress.
  2. Sync These User Roles: Users can select the Roles they want to sync on NetSuite such as Customers, Administrators, Shop Manager, Subscriber etc.
  3. This is a multi select field so you can select multiple roles at a time.
  4. Send customers as Company: One can even send customers data as a company information on NetSuite if the company name is missing on any customer information it clubs the first name and last name and send it to NetSuite as the Company Name.

Conditional mapping feature:
This feature allows you to map NetSuite data like currencies, subsidiary, custom form, sales rep, classes or any other NetSuite field from WC be it a fixed value or a value of a WC field without any help from the support team.

Operation ↑ Back to top

1. Map NetSuite field to fixed value based on wc field value ↑ Back to top

With this operation you can set a condition that if a WC Field has a certain value then you can send a fixed value to NetSuite Field.

2. Map NetSuite Field to Fixed Value

In this operation you can send any Fixed Value to NetSuite Field

3. Map NetSuite field to WC field ↑ Back to top

In this operation you can map any WC Field value to NetSuite Field. Also you can add a prefix to append with WC value.

 

Order sync & conditional mapping ↑ Back to top

Order settings: ↑ Back to top

Orders are synced when created, updated or deleted. Orders can be manually or automatically synced to NetSuite.This settings also gives an additional feature of CONDITIONAL MAPPING similar to customer mapping.

Options in order settings: ↑ Back to top

  1. Sync Product’s internal ID’s: Note This is only needed when you inventory sync is disabled. This will speed up the order sync process
  2. Enable order sync: This feature syncs the orders automatically when created on wordpress to NetSuite.
  3. NetSuite Auto Sync Order Status: The feature enables the user to automatically sync orders with a particular status of the order such as processing, on hold, complete etc.
  4. Auto sync orders to NetSuite when order status changes to: This feature sync orders when the status of the order is changed, it is a multi select field such as processing to complete, processing to on hold, pending to complete etc.
  5. Order delete on NetSuite on WC delete: If an order is deleted on wordpress it gets automatically removed from NetSuite as well.
  6. Re-Create NS order on restore from trash: If an order is restored back on wordpress then a new order gets created automatically on NetSuite.
  7. Order shipping Line Item internal ID: with the help of this feature we can send an additional product on NetSuite with any order mentioning the internal id of the product in the settings.
  8. Enable coupon sync: coupon can be synced through this feature, it’s just you need to mention NS Promo Custom Form ID or NS Promo Discount ID.
    NOTE: Coupon name and discount type should be the same on WordPress and NetSuite.
  9. Enable order tracking email: This feature triggers email to customers mailing address whenever an order tracking number is generated.
  10. Complete WC order when order fulfilled on NetSuite: When an order status is changed to fulfilled on NetSuite, the order status changes automatically on wordpress to Complete.

Conditional mapping feature: ↑ Back to top

With this operation you can set a condition that if a WC Field has a certain value then you can send a fixed value to NetSuite Field.

 

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