Connecting Salesforce to Netsuite

User Guide: Configuring Source as Salesforce and Target as NetSuite

Overview

This guide provides a detailed walkthrough for configuring Salesforce as the data source and Oracle NetSuite as the data target. It explains how to establish secure API connections, retrieve Salesforce records, process the data, and transmit it to NetSuite.

The configuration supports REST API access, SOQL queries, data filtering, payload construction, and OAuth-based authentication for reliable enterprise data integration.

When to Use

This integration is suitable for organizations that need to synchronize Salesforce data with NetSuite for operational, reporting, or financial processes.

• When transferring Salesforce records to NetSuite
• When SOQL-based data retrieval is required
• When structured API-based data ingestion is needed
• When automated synchronization is required
• When building custom data pipelines

How It Works

The integration follows a structured pipeline to retrieve, transform, and deliver data.

• Connect to Salesforce using REST API
• Execute SOQL queries to retrieve records
• Transform JSON responses
• Filter and enrich data
• Construct NetSuite-compatible payloads
• Authenticate using OAuth
• Send data to NetSuite API

How to Configure

Data Source Configuration

Step 1: Select Source Type

On the Data Source page, select the source type as API.

Step 2: Select Salesforce Product

Select Salesforce as the product.

Step 3: Choose Business Object

Select the required Salesforce business object.

Note: If the required object is unavailable, select Create New and provide all necessary configuration details.

Step 4: Configure Authorization

After selecting the business object, enter the instance identifier and authorization details.

SOQL queries can be used within REST API requests.

Sample SOQL Format

https://{{instance identifier}}-dev-ed.my.salesforce.com/services/data/{{Version}}/query/?q={{query}}

SOQL Filtering Examples

Filter by custom field value:

SELECT id__c,backorder__c,Brand__c,Category__c,Created_Date__c,
Supplier__c,Location__c,Item_Name__c,Item_Number__c
FROM Item__c
WHERE Location__c = 'New-York'

Filter by date range:

SELECT Id,Backorder__c,Brand__c,Category__c,Created_Date__c,
Supplier__c,Location__c,Item_Name__c,Item_Number__c
FROM Item__c
WHERE Location__c='New-York'
AND Created_Date__c >= '2023-01-01T00:00:00Z'
AND Created_Date__c <= '2023-12-31T23:59:59Z'

Refresh Token Configuration

The refresh token endpoint body contains keys required for authentication.

These parameters are used to securely generate an access token.

Data Operations

Single Line to Multi-Line

This operation converts single-line JSON responses into multiline format, enabling record-level processing.

Filter

The Filter operation applies conditional logic to extract specific records.

Supported operators include: ==, !=, <, >, =<, =>, and, or.

Examples:

• data[‘Order Status’]==’pending’
• data[‘id’]==5 or data[‘id’]==6
• data[‘Order Status’]!=’failed’ and data[‘Date’]<‘6/03/2022’

Append

The Append operation adds new key-value pairs and maps fields for target payload construction.

"keyname": {
  "id": "{%id%}",
  "email": "{%email%}",
  "first_name": "{%first_name%}"
}

Sample NetSuite Payload

"payload": {
  "companyName": "{%Name%}",
  "custentity_ch_website_cust_id": "{%Id%}",
  "subsidiary": {
    "id": "2"
  }
}

Mandatory NetSuite fields must be included to prevent data rejection.

Data Target Configuration

Step 7–10: Configure NetSuite Target

• Select Target Type as API
• Choose Oracle NetSuite as target
• Select required business object
• Allow automatic population of API fields

Example API endpoint for Customer object:

https://{{account_id}}.suitetalk.api.netsuite.com/services/rest/record/v1/customer

Do not modify the {%signature%} value in headers.

Pre-request Script Configuration

import datetime
import random
import string
import hashlib
import base64
import hmac
import urllib.parse

request_method = 'POST'
url = 'https://{{account_id}}.suitetalk.api.netsuite.com/services/rest/record/v1/customer'

oauth_consumer_id = 'xxxxxxxx'
oauth_consumer_key = 'xxxxxxxx'
oauth_consumer_secret = 'xxxxxxxx'
oauth_token = 'xxxxxxxx'
oauth_token_secret = 'xxxxxxxx'

oauth_signature_method = 'HMAC-SHA256'
oauth_timestamp = str(int(datetime.datetime.now().timestamp()))
oauth_nonce = "".join(random.choices(string.ascii_letters + string.digits, k=11))
oauth_version = '1.0'

Troubleshooting

• Authentication Failed: Verify OAuth credentials.
• Invalid SOQL Query: Review query syntax.
• Missing Payload Fields: Confirm mandatory NetSuite keys.
• Authorization Error: Check signature generation.
• Data Not Loaded: Validate target configuration.

Frequently Asked Questions

Can SOQL queries be customized?

Yes. Users can define custom SOQL queries to retrieve specific Salesforce records.

Is OAuth mandatory for NetSuite?

Yes. OAuth authentication is required for secure NetSuite API access.

Can I use different business objects?

Yes. Both Salesforce and NetSuite business objects can be customized.

Why is Append required?

Append is used to construct NetSuite-compatible payloads.

Where is data filtered?

Filtering is applied using the Filter operation in the Data Operations stage.

Notes

• Always test API connections before deployment.
• Secure all OAuth credentials.
• Validate payloads before production use.
• Monitor logs regularly.
• Update API versions when required.

After completing all configurations, users can establish a secure and reliable connection between Salesforce and Oracle NetSuite.