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NetsuiteUpdated a month ago

NetSuite ERP is an all-in-one cloud business management solution that helps organizations operate more effectively.


How it works

By integrating NetSuite and Gorgias, you can automate core processes and have real-time visibility into operational and financial performance, as well as manage accounting, inventory, operations, etc.


Setup instructions

1. Enable Token Based Authentication (TBA)
a) Go to the Netsuite dashboard
b) Setup → Company → Enable Features → Suite Cloud → Manage Authentication:


c) Check Enable Token-Based Authentication and Rest Web Services:



2. Create Integration Record
a) Go to your Netsuite dashboard
b) Setup → Integrations → Manage Integrations:


c) Click New

d) Name it anything - GORGIAS, etc.

e) Have the options below selected/filled then save:


Token-Based Authentication


OAuth 2.0


f) Copy 'Consumer Key' and 'Consumer secret'.


*Note: This is only displayed ONCE, so please copy them before leaving the page.


g) You can find the Company ID/Account ID in Setup → Company → Company Information.


*Note: The Company ID will be needed in the further setup steps, please make sure to copy it as well!


  1. Create a Role and assign it to a User
    a) Go to the Netsuite dashboard
    b) Setup → Users/Roles → Manage Roles → New
    c) Create a role and assign these permissions:
    - Permissions Tab → Setup Sub tab
    - User Access Tokens Full

    d) Access Token Management Full:


    e) Assign the role to the user that will be used for the integration:
    - Go to Lists → Employees → edit user → Scroll down to Access section → Roles sub-tab
    f) Add the role you just created to this user that will be used for the integration


    g) Under Setup → Users/Roles → Manage Roles add the following:

    Manage Roles → Edit → Permissions → Transactions: Find Transaction
    - Sales Order

    Manage Roles → Edit → Permissions → Setup:
    - Log in using Access Tokens
    - REST Web Services
    Manage Roles → Edit → Permissions → Reports:
    - SuiteAnalytics Workbook
    Manage Roles > Edit > Permissions > Lists
    - Item
    - Perform search - Full
  2. To finish authenticating your Netsuite account, you will receive a link from your Gorgias Support Representative (please reach out to us either via email [email protected] or via chat). You will want to have this form open as you are creating an integration within your Netsuite account following the above instructions. This form will prompt you to enter your Netsuite Account ID, Consumer Key, and Consumer Secret. Please note that the Consumer Key and Consumer Secret are only displayed once when you create your integration within Netsuite. After entering these credentials and hitting 'next', a new tab will automatically open that will prompt you to confirm the authorization to your Netsuite account. You can find the Company ID/Account ID in Setup → Company → Company Information:


  • Below is the page you should see once you follow the link provided from our end:


  • Once you have completed the authentication, if the setup was successful you will see a confirmation stating:


Widget fields

Currently, this is the info that we can pull in via Netsuite's API:

  • One-way initial normal sync from Netsuite → Gorgias of customers and orders since the selected cutoff date
  • One-way sync from Netsuite → Gorgias of new customers since the last sync
  • One-way sync from Netsuite → Gorgias of updated customers since the last sync
  • Matching Netsuite customers to existing Gorgias customers via the email address


Limitations

  • Due to API constraints, every time the integration is executed, it incrementally syncs orders in 2-day intervals until it reaches the current date.
  • Currently, historical syncs are not fully supported but may be used to sync back a few days.
  • Syncing multiple Netsuite accounts to one Gorgias account is not possible as of now.
  • The data field limit for customer data is 250kB.



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