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Salto for Netsuite
Salto for NetSuite - Overview
Salto for NetSuite - Overview
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Written by Support
Updated over a week ago

Salto’s NetSuite adapter allows you to:

  • Fetch and deploy common NetSuite configuration data, e.g., workflows, custom fields, enabled features.

  • Deploy configuration changes from one NetSuite account to another.

  • Compare accounts.

  • Document configuration changes.

  • Monitor specific configuration data changes of interest, e.g., preferences, permission schemes.

Supported Types

Setup Instructions

Prerequisites for connecting a NetSuite account with Salto:

  • Enable SuiteCloud Development (SDF)

  • Install the Salto SuiteApp

  • Generate authentication tokens for SDF and Salto SuiteApp

Enabling SuiteCloud Development (SDF)

📘 The below steps require admin permission for your NetSuite account.

  1. Go to Customization -> SuiteBundler -> Search & Install Bundles and click.

  2. Search for suitecloud, and choose the bundle SuiteCloud Development Integration

  3. Click “Install” to start the bundle installation.

  4. Go to Setup->Company->Enable Features

  5. Choose the “SuiteCloud” tab and make sure the following features are enabled:

    • SOAP web services

    • REST web services

    • Token Based Authentication

    • SuiteCloud Development Framework

  6. Agree to all updates and Save.

  7. Go to Customization -> SuiteBundler -> Search & Install Bundles -> List and click in order to verify that SDF installation is done.

Generating Authentication Tokens for SDF

  1. Go to the home screen, click on “Manage Access Tokens”.

  2. Click on “New My Access Tokens”.

  3. Choose “SuiteCloud Development Integration” from the “Application Name” dropdown.

  4. Click "Save"

  5. Copy the “Token ID” and “Token Secret” and save them. They will not be visible later on due to security reasons.

Installing the Salto SuiteApp (aka Salto Integration Application)

  1. Go to SuiteApps

  2. Search for “Salto”, and choose the SuiteApp called “Salto” and click "Install"

  3. Go to Setup->Company->Enable Features

  4. Choose the “SuiteCloud” tab and make sure the following features are enabled:

    • SOAP Web Services

    • REST Web Services

    • Token Based Authentication

    • Create bundles with SuiteBundler

  5. Go to Customization -> SuiteCloud Development -> Installed SuiteApp List in order to verify that Salto's SuiteApp installation is done.

Generating Authentication Tokens for Salto SuiteApp

  1. Go to the home screen, click on “Manage Access Tokens”.

  2. Click on “New My Access Tokens”.

  3. Choose “Salto Integration” from the “Application Name” dropdown.

  4. Click "Save"

  5. Copy the “Token ID” and “Token Secret” and save them. They will not be visible later on due to security reasons.

👍 You have successfully installed SuiteCloud Development (SDF), Salto's SuiteApp and generated token IDs and secrets.
You are now ready to connect your NetSuite account to Salto.

Authentication Instructions

In application credentials, provide:

  • NetSuite account id - can be copied from your NetSuite URL (https://<NetSuiteAccountId>.app.netsuite.com)

  • Token ID and secret for SDF

  • Token ID and secret for Salto's SuiteApp

Example - Creating a New Environment

Note - to change the authentication credentials in an existing environment, click on the environment name and then click SETTINGS to access the adapter configuration and credentials area.

  1. Create a new environment

  2. Provide a name for the environment (this name can be changed later)

  3. Click on "Connect an App"

  4. Select the Application Type - NetSuite

  5. Install the plug-in (related to the Salto SuiteApp installed to NetSuite above)

  6. Provide your NetSuite Account ID

  7. Provide the SDF Token ID and Token Secret (that were created above)

  8. Similarly, provide the Salto SuiteApp Token ID and Token Secret

  9. Complete the Team Permissions (if applicable by Salto Plan)

  10. Select Connect App or Connect App & Fetch to authenticate to NetSuite with your Token Based Authentication (TBA) credentials

Fetch and Application Connection Configuration Properties

Fetch Configuration

To learn what is the default NetSuite configuration and how you can modify it to support different use-cases such as fetching custom records or file cabinet, check out this guide.

🚧 Note: Adding more types to your fetch configuration is likely to influence the fetch duration, especially if these types have many instances.

Unlock the full potential of analytics in Salto by adjusting your NetSuite adapter configuration to include analytics Workbooks & Datasets.
This enables a deeper analysis and a broader view of your business metrics, leveraging multiple joins and dynamic data presentations.

To enable Analytics in your account, it's necessary to remove the metadata types 'Workbook' and 'Dataset' from your adapter configuration's exclude list.

Quick Fetch

Quick fetch leverages NetSuite’s ‘system notes’ mechanism and significantly reduces the fetch time by fetching only records and file cabinet items that were modified since your last fetch.

Fetch Targets

Once quick fetch is enabled, It’s possible to reduce fetch time by specifying specific fetch targets that may include NetSuite type names and/or file cabinet path patterns (regular expressions).
Once specified, Salto will fetch only instances of specified types and file cabinet items that matches the specified path patterns.

For example, specifying the following targets:

  • entitycustomfield

  • addressForm

  • customrecord_slt_tst

  • /MyFileCabinetDir/.*\.js

will only fetch entity custom fields, address forms, custom records of customrecord_slt_tst and all files with the .js suffix under the MyFileCabinetDir directory.

🚧 Note that:

  • Deletions in File Cabinet can not be detected in a Quick Fetch. All other deletions (standard instances, custom types & custom records) are supported.

  • References in fetched elements will be updated as part of the partial fetch as long as the referenced element exists in the Salto environment. If the referenced element does not exist in the Salto environment (meaning it is either new in that environment and was not fetched yet or that it was deleted), its reference will be omitted until a full regular fetch is performed

Overriding Configuration Values

It is possible to override any fetch configuration property by specifying a key value pair.
Full list of available configuration options can be found here.

FAQs

What does the NetSuite config file look like?

Please refer to this page for details.

What is the benefit of using Salto instead of working directly with SDF?

Salto leverages SDF under the hood, along with a SuiteApp developed by Salto. Thus, Salto extends SDF and adds several key capabilities and components:

  • All files in the file cabinet (including deletions).

  • Data records such as account, subsidiary, department, classification, currency and more.

  • Deletions of custom record types and instances of standard types such as custom entity field, custom CRM field, custom list, custom item field, custom item, number field, custom item option, custom transaction column field and more.

Why does my NetSuite Adapter configuration sometimes get updated automatically?

There are 2 cases where we exclude elements automatically:

  1. When we fetch elements using SDF and we hit an “unexpected error” in the SDF response. It is assumed that, once we get the "unexpected error" response for a certain element, that element fetch will consistently fail. Hence, the element is marked in the adapter configuration (netsuite.nacl) for two reasons:

    1. User Visibility - So the user will be able to see that we no longer fetch that element and

    2. To ensure, in the configuration, that the element will be skipped in subsequent fetches so as not to cause a fetch failure altogether.

  2. When we fetch elements using SDF and we hit an “You cannot download the XML file for this object because it is locked” in the SDF response. In this case we add the element to the lockedElements field in the NetSuite adapter configuration (lockedElements.nacl). This part of the configuration is in a separate file since it may become rather large and we do not want the sheer size of the lockedElements to interfere the readability of the rest of the adapter configuration (netsuite.nacl)

Do you support SuiteScripts?

Yes. SuiteScripts are fully supported, including dependencies. SuiteScript dependencies are identified and highlighted for impact analysis and environment compare & deploy operations.

What impact does Salto have on my API limits?

Concurrency

What are the limits?

NetSuite limits concurrency on both your account level, and per-integration. Learn more here.

How can you adjust usage or capacity?

- See sdfConcurrencyLimit in NetSuite adapter configuration
- Raise the concurrency limit for the Salto integration, see here
- Raise the concurrency limit of your account, see here

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