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How to connect NetSuite with LeadsBridge

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Integrate NetSuite with LeadsBridge

NetSuite is the leading integrated cloud business software suite, including business accounting,

NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

In this article, you'll learn how to connect your LeadsBridge account with NetSuite.

Connect NetSuite integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "NetSuite" from the providers list
  6. Click on the Next button
  7. Enter URL, Account ID, Consumer key, Consumer secret, Access Token and Access Secret to connect NetSuite with LeadsBridge
  8. Click on the Finish button

How to get the URL, Account ID, Consumer key, Consumer secret, Access Token and Access Secret

To setup the integration correctly, only during the initial configuration you'll have to create an integration inside NetSuite.

In order to get your URL and Account ID you should follow the steps below:
  1. Log into your NetSuite account as Administrator
  2. Go to Setup » Company » Company Information
  3. Your URL should look like one of the following cases:
  • https://AccountID.suitetalk.api.netsuite.com
  • https://AccountID.app.netsuite.com
  • If those URL formats doesn't work, go back to the Company Information page and check the value of CUSTOMER CENTER LOGIN which contains the URL but use only the first part of it: https://XXX.netsuite.com where XXX depends on your account region.
  • The Account ID value can be found in the example above
    • After that, in order to get your Consumer Key and Consumer Secret, you should create an Integration inside NetSuite by follow the steps below:
    1. Log into your NetSuite account as Administrator
    2. Go to Setup » Integration » Manage Integrations » New
    3. Inside the Name field type a descriptive name, for example LeadsBridge Integration
    4. Keep State as Enabled
    5. Check the Token-Based Authentication checkbox in the Authentication section
    6. Then click on Save
    7. After that, Consumer Key and Consumer Secret will be displayed, copy them.
    8. Go back into your LeadsBridge Integration and paste your Consumer Key and Consumer Secret in their corresponding fields
    To be able to create an Access Token you should enable your NetSuite account with Token-Based Authentication by following the steps below:
    1. Log into your NetSuite account as Administrator
    2. Go to Setup » Company » Enable Features
    3. Click on SuiteCloud sub tab
    4. Scroll down to Manage Authentication section
    5. Check the TOKEN-BASED AUTHENTICATION checkbox
    6. Save your changes
    After this you should assign a role to the user’s account you are using inside LeadsBridge by following the steps below:
    1. Log into your NetSuite account as Administrator
    2. Go to Setup » Users/Roles » Manage Users
    3. Under the Name column click on the user’s name you want to give access
    4. Then click on Edit button under the user’s name
    5. Go into the Access sub-tab at the bottom
    6. Then click on the Add dropdown button under Roles, we recommend selecting Full Access or other similar roles
    7. Click again on Add to assign the role to the user
    8. After that, click on Save
    Now we should create the Token for this user by following the steps below:
    1. Go to Setup » Users/Roles » Access Tokens » New
    2. Select an Application Name
    3. Under User select the user you assigned the Role in the step before
    4. Inside Role select the one you gave to the user in the step before, for example Full Access
    5. Under Token Name you can give a descriptive name to the Token you are creating
    6. Then click on Save button
    7. Now you should be able to see your Token ID and Token Secret
    8. Copy your NetSuite Token ID and paste it inside LeadsBridge Access Token field
    9. Finally, copy your NetSuite Token Secret and paste it inside LeadsBridge Access Secret field

    Which entity concepts we support for NetSuite

    1. Lead

      Leads are users interested in your product or service. They can be considered potential customers.

    2. Prospect

      A prospect is a potential customer that has been qualified as fitting specific criteria.

    3. Customer

      A customer is a person that purchased a product of yours.

    4. Employee

      An employee is a person who works for your business.

    5. Contact

      Contact is the information set associated with an employee or a customer.

    6. Partner

      One o more individuals who join with other individuals (partners) in an arrangement.

    Which segmentation concepts we support for NetSuite

    With LeadsBridge you may use these segmentation concept for NetSuite.

    1. Saved Search

      A Saved Search is a request for information. By specifying criteria and results information you will be able to search through hundreds, thousands or millions of records in NetSuite to pinpoint exactly what you need.
     

    Common questions for NetSuite

    How can I create a Saved Search in NetSuite?

    In the following link you can find a very useful video about how this feature works inside NetSuite: Watch the video
    Also, in the following link you can find a guide on how to create Advanced Saved Searches: Watch the video

    I get a message stating "[MAX_RCRDS_EXCEEDED] The maximum number ( 1000 ) of records allowed for a READ operation has been exceeded.", how can I fix this?

    It is recommended to clean up NetSuite saved searches, get rid of the ones that are no longer being used and reduce the number of saved searches to fewer than 1000.
    Once the number of searches is reduced, the message will disappear and you'll be able to use the integration properly.

    I'm getting lead error message "Error Fetching http headers". What does it mean?

    This is a casual and temporary error that LeadsBridge application encounters sometimes with NetSuite integration. It doesn't depend on LeadsBridge but it is caused by network slowness on request and response to NetSuite servers, this is due to many variables.
    Anyway, LeadsBridge application has a re-sync system which tries to re-sync leads in error status with a frequency of some hours.

    What does the Use sandbox toggle means?

    By enabling the Use Sandbox? toggle your NetSuite Integration will send your incoming leads into your testing environment.

    This option can be useful, for instance, when you need to test if the Fields Mapping, or any other Bridge settings, are working correctly.

    If you have any further questions regarding this matter, or if you need help to set up the connection between NetSuite with LeadsBridge, do not hesitate to get in touch!