NetSuite

Overview

To complete your integration with NetSuite, you will need to provide the following information:

• Consumer Key

• Consumer Secret

• Token ID

• Token Secret

This guide walks you through finding or creating those credentials within NetSuite.

Prerequisites

Please ensure you have Administrator permissions in your company's NetSuite instance, or someone has shared their access with you.

Instructions

1

Finding your NetSuite Account ID

Your account ID is the combination of numbers and letters before "app.netsuite.com" in the URL

If your URL is https://7600401-sb1.app.netsuite.com, your NetSuite Account ID is 7600401-sb1

2

Enable SuiteCloud features

• Open the NetSuite Enable Features Page

• Under SuiteCloud, check the following boxes, then click save

  1. SOAP WEB SERVICES

  2. REST WEB SERVICES

  3. TOKEN-BASED AUTHENTICATION

3

Create a role and assign permissions

1. Navigate to Setup > Users/Roles > Manage Roles > New

2. Name the role "Silkline Integration"

3. Select the required permissions

4. Save the role

4

Assign a user to the role

1. Open Manage Users

2. Either select a user to assign the Role to or create a new user

   • Most companies choose to use an existing user (often yourself or a general service user account) so that an additional NetSuite seat is not consumed

   • To create a new user, however, go to Lists > Employees > Employees > New. Create the user and grant them NetSuite access by going to the Access tab in the Employee record and selecting 'Give Access'

3. In the user's employee record, click Edit and go to the Access tab. In your Access tab, go to Roles and select the Role you imported through the Import Bundle process in Step 3

4. Click Save to apply these changes

5

Create an integration to obtain your Consumer Key and Secret

1. Navigate to Integration and create an integration with the following details

   • NAME: Silkline

   • CONCURRENCY LIMIT: leave blank

   • Check the following boxes

     • TOKEN-BASED AUTHENTICATION

     • REST WEB SERVICES

   • Uncheck the following boxes (we only need token-based authentication)

     • TBA: AUTHORIZATION FLOW

     • AUTHORIZATION CODE GRANT

2. Once you click save, copy the Consumer Key and Consumer Secret and store them securely.

Be sure to save the Consumer Key and Consumer Secret. They will only be shown once and you will need these for Step 7.

6

Create an access token to obtain your Token ID and Secret

1. Navigate to Access Token

2. Ensure the below details are selected and click Save

   • Application Name: Name of the Integration created in Step 5

   • User: User whom the Role was added to during Step 4

   • Role: The role you created in Step 3 (Silkline Integration)

3. Copy the Token ID and Token Secret and store them securely.

Be sure to save the Token ID and Token Secret. They will only be shown once, and you will need these for Step 7.

7

Configure the Integration in Silkline

1. Follow the Managing Integrations guide to create your NetSuite integration in Silkline

2. When adding integration secrets, provide:

   • Consumer Key: Confirmation screen after creating the integration (from Step 5)

   • Consumer Secret: Confirmation screen after creating the integration (from Step 5)

   • Token ID: Confirmation screen after creating your Access Token (from Step 6)

   • Token Secret: Confirmation screen after creating your Access Token (from Step 6)

Required permissions

Permissions in the Transactions tab

Transactions Permission	Read Level	Full Access Level
Access Payment Audit Log	View	View
Audit Trail	View	View
Bill Purchase Orders	View	Full
Bills	View	Full
Currency Revaluation	View	View
Enter Vendor Credits	View	Full
Find Transaction	View	Full
Item Receipt	View	Full
Purchase Order	View	Full
Receive Order	View	Full
Vendor Bill Approval	View	Full
View Payment Events	View	View

Permissions in the Reports tab

Reports Permission	Read Level	Full Access Level
SuiteAnalytics Workbook	Edit	Edit

Permissions in the Lists tab

Lists Permission	Read Level	Full Access Level
Accounts	View	Full
Address List in Search	View	Full
Classes	View	Full
Contacts	View	Full
Currency	View	Full
Custom Record Entries	View	Full
Departments	View	Full
Documents and Files	View	Full
Employee Record	View	View
Employees	View	View
Items	View	Full
Locations	View	Full
Perform Search	View	View
Subsidiaries	View	View
Tax Records	View	View
Units	View	View
Vendors	View	Full

Permissions in the Setup tab

Setup Permission	Read Level	Full Level
Accounting Lists	View	Full
Custom Body Fields	View	Full
Custom Column Fields	View	Full
Custom Entity Fields	View	Full
Custom Fields	View	Full
Custom Item Fields	View	Full
Custom Lists	View	Full
Custom Record Types	View	Full
Custom Segments	View	Full
Custom Transaction Fields	View	Full
Deleted Records	View	Full
Log in using Access Tokens	Full	Full
Other Lists	View	Full
REST Web Services	Full	Full
SOAP Web Services	Full	Full

What Gets Synchronized

The integration syncs the following data from NetSuite to Silkline:

Purchase Orders

Purchase orders and their line items, including product details, quantities, pricing, delivery terms, and status

Inventory & Non-Inventory Items

Item details including item number, name, description, and unit of measure

Vendors

Vendor information including company name, terms, website, and notes

Employees

Basic employee information including name, email, title, and contact details

Detailed Data Mappings

Purchase Order Mapping

NetSuite Field	Silkline Field	Notes
Purchase Order Number	Order Number	Purchase order number shown to users
Vendor	Supplier	Links to matching Silkline supplier
Payment Terms	Payment Terms	Standard payment terms (Net 30, etc.)
Shipping Terms	Delivery Terms	Shipping/delivery terms (FOB, etc.)
Shipping Method	Delivery Mode	Method of shipment (Ground, Air, etc.)
Memo	Notes	General notes about the order
Ship To Address	Ship To Address	Delivery location details
Message	PO Terms	Terms specific to this purchase order
Purchase Order Status	Order State	Current status (mapped as shown below)
Employee	Created By User	Links to matching Silkline user
Currency	Currency	Currency code (default: USD)
Date Created	Created At	Creation date and time
Last Modified Date	Updated At	Last modified date and time

NetSuite purchase order status values are mapped to Silkline order states:

NetSuite Status	Silkline Status
Pending Supervisor Approval	Review
Rejected by Supervisor / Closed	Canceled
Pending Receipt / Partially Received / Pending Bill / Open	Open
Received / Fully Billed	Closed

Line Item Mapping

NetSuite Line Item Field	Silkline Order Item Field	Notes
Line Number	Line Number	Order of items on the purchase order
Item	Material	Links to matching Silkline material
Quantity	Units	Number of units ordered
Rate	Unit Cost	Price per unit
Description	Description	Text description (for text-only lines)
Amount	Amount	Total amount (for adjustments)

Order Adjustments

Some line items are treated as Silkline Order Adjustments. These are:

• Discounts

• Shipping

• Taxes

• Payments

Material Mapping

NetSuite Item Field	Silkline Material Field	Notes
Item Number	Material Number	SKU or part number
Display Name	Name	Full descriptive name
Purchase Description	Description	Detailed item description
Stock Unit	Unit of Measure	Unit type (EA, KG, LB, etc.)
Date Created	Created At	Creation date and time
Last Modified Date	Updated At	Last modified date and time

Supplier Mapping

NetSuite Vendor Field	Silkline Supplier Field	Notes
Company Name	Name	Supplier's business name
Comments	Description	General notes about the supplier
Website URL	Primary Domain	Supplier's website address
Terms	Supplier Terms	Standard payment terms with this supplier
Date Created	Created At	Creation date and time
Last Modified Date	Updated At	Last modified date and time

Organization User Mapping

NetSuite Employee Field	Silkline User Field	Notes
Employee ID	External ID	Unique identifier from NetSuite
Email Address	Username	Used for login identification
First Name	Contact First Name	Employee's first name
Last Name	Contact Last Name	Employee's last name
Phone Number	Contact Phone Number	Business phone number
Job Title	Contact Title	Position or role
Email Address	Contact Email	Email address for communications
Last Modified Date	Contact Updated At	Last modified date and time

Known Limitations

Switch Line Types

Switching the line type may fail if it's been received or billed against. To fix this, clear out the billing and receiving lines.

Frequently Asked Questions

How often does the data sync?

We check for changes every 15 minutes.

What happens if there's a conflict between systems?

NetSuite is treated as the system of record. In case of conflicts, NetSuite data will overwrite Silkline data during the next sync.