NetSuite Integration
How Tesorio Integrates and Syncs Customer Data with NetSuite
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The Integration
This integration includes nine high-level integration points between Tesorio and NetSuite synced using SuiteTalk and Restlet.
The list below describes the integration points and also the order we request your data from NetSuite. Depending on the integration point Tesorio will either perform a "Daily Batch Pull" sync from NetSuite or a "Real-time Data Push" sync to NetSuite.
The list below describes the integration points and also the order we request your data from NetSuite. Depending on the integration point Tesorio will either perform a "Daily Batch Pull" sync from NetSuite or a "Real-time Data Push" sync to NetSuite.
Each of the integration points below is also a link to the detailed NetSuite field level description Tesorio is syncing. Please note, NetSuite tables may contain fields for multiple areas and therefore some links below may be duplicated (e.g. Invoices & Invoice Payments).
To ensure data integrity, we only connect Tesorio to a single instance of NetSuite using customer credentials.
To ensure data integrity, we only connect Tesorio to a single instance of NetSuite using customer credentials.
Data Flow
Subsidiaries: One-way sync of Subsidiary records to Tesorio.
Chart of Accounts: One-way sync of Chart of Accounts to Tesorio.
Bank Transactions: One-way sync of Bank Transactions to Tesorio.
Exchange Rates: One-way sync of NetSuite Exchange Rates to Tesorio.
Contacts: Real-time contact data pushed to Netsuite from Tesorio and One-Way sync of Contact data to Tesorio.
Accounts Payable: One-way sync of Accounts Payable records to Tesorio from the following NetSuite areas: Vendors, Bills, Bill Payments and Purchase Orders
Accounts Receivable: One-way sync of Accounts Receivable records to Tesorio from the following NetSuite areas: Customers, Invoices, Invoice Payments (Customer Payment/Deposit Application), Credit Memos and Sales Orders
Notes: Real-time Notes data pushed to NetSuite from Tesorio and One-Way sync of Notes data to Tesorio for the following record types: Vendors, Bills, Customer and Invoices
Messages (Emails): Real-time Messages data pushed to NetSuite from Tesorio and One-Way sync of Message data to Tesorio for the following record types: Vendors, Bills, Customer and Invoices
Custom Field Support
Any custom field that exists in NetSuite can potentially be pulled via SuiteTalk or Restlet. Currently, Tesorio supports custom fields for Customer, Vendor, Invoice and Bill record types.
Customers who are interested in adding custom fields can give us all the custom fields they want imported for the record types mentioned above.
Once we import the custom fields, they can be seen and used across the product such as:
Customers who are interested in adding custom fields can give us all the custom fields they want imported for the record types mentioned above.
Once we import the custom fields, they can be seen and used across the product such as:
Adding the custom field as a column on the AP/AR tables
Ability to see the field in the Popover
Use as a campaign filter criteria
831 Mitten Rd,
Suite 216,
Burlingame, CA,
94010.
Suite 216,
Burlingame, CA,
94010.