NetSuite and Zapier connect to automate your ERP and financial workflows. You can create records, update transactions, sync customer data, and run queries.
Available on plans:
Free
Professional
Team
Enterprise
Prerequisites
To use the NetSuite app on Zapier, you must have:
- A NetSuite account with the appropriate roles and permissions.
- The Zapier Automation SuiteApp installed and API settings enabled by your NetSuite administrator. Learn more about NetSuite administrator prerequisites for Zapier connection.
- Your NetSuite Account ID.
- A paid Zapier plan. NetSuite is a premium app.
NoteYour NetSuite administrator must complete a one-time setup before you can connect. Ask your administrator to review the NetSuite administrator prerequisites.
Find your Account ID
- Log into NetSuite.
- Go to Setup > Company > Company Information.
- Your Account ID is listed on the Company Information page.
Learn more about NetSuite's Account ID.
Connect NetSuite to Zapier
Choose the connection method that fits your organization's security preferences. Your NetSuite administrator determines which method is available to you.
Use this method if your administrator has installed the Zapier Automation SuiteApp.
- Go to the Apps page.
- Click + Add connection.
- Search for and select NetSuite.
- Click Add connection.
- A Connect an Account page will open.
- Enter your Account ID.
- Click Yes, Continue to NetSuite.
- Log in to NetSuite and select your role to complete the connection.
Your NetSuite account is now successfully connected to Zapier.
Use this method if your administrator has provided you with custom credentials (Token ID and Token Secret, or Client ID and Client Secret).
- Go to the Apps page.
- Click + Add connection.
- Search for and select NetSuite.
- Click Add connection.
- A Connect an Account page will open.
- Enter your Account ID.
- If using token-based authentication, enter your Token ID and Token Secret in the advanced fields.
- If using a custom integration record, enter your Client ID and Client Secret in the advanced fields.
- Click Yes, Continue to NetSuite.
- Log in to NetSuite and select your role to complete the connection (if prompted).
Your NetSuite account is now successfully connected to Zapier.
If you need to create your own access token and have the User Access Tokens permission, go to Setup > Users/Roles > Access Tokens in NetSuite. Select Zapier as the Application Name, choose your User and Role, then copy the Token ID and Token Secret.
About NetSuite's app
Triggers, searches, and actions
- New Record (Polling) - Triggers when a new record is created. Supports standard and custom records.
- New Or Updated Record (Polling) - Triggers when a record is created or updated. Supports standard and custom records.
- New Record (Saved Search) (Polling) - Triggers when a new record enters your saved search results.
- Find Record - Finds a record based on search fields. Supports standard and custom NetSuite record types.
- Find Records (with line-item support) - Finds and returns records that match your search.
- Find Records (Saved Search) - Finds records in a saved search optionally filtered by columns and search terms.
- Find Case Notes - Finds case notes associated with a given Case ID.
- Find File In File Cabinet - Finds a file in file cabinet based on search criteria.
- Get Bulk Import Status - Checks a NetSuite CSV import job by Task ID.
- Get Record Type (Object) Schema - Retrieves details and metadata on a record type.
- Create Record - Creates a new record. Supports standard and custom records.
- Update Record - Updates an existing record. Supports standard and custom records.
- Upsert (Create or Update) Record - Creates a new record if it does not exist, otherwise updates it.
- Delete Record - Deletes an existing record. Supports standard and custom records.
- Transform Record - Transforms a record from one type into another.
- Bulk Import Records - Submits a CSV file to NetSuite using a Saved CSV Import.
- Run SuiteQL Query - Executes a SuiteQL query over records in NetSuite.
- Upload File to File Cabinet - Uploads a new file to the File Cabinet.
- Attach Existing File to Record - Attach a file from file cabinet to a record.
- Detach File from Record - Removes an existing file from a record.
- Create or Update Folder - Creates a new folder in File Cabinet, or updates an existing folder.
- API Request (Beta) - Makes a raw HTTP request that includes this integration's authentication.
Templates
View all of NetSuite's templates