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Connecting to NetSuite allows Consignly users to automatically export Client Partner schedules to NetSuite as either Sales Orders or Invoices.

To establish a connection, add the app into Consignly.

Consignly requires a number of Keys and Tokens set up in NetSuite in order to connect.  You can request a these keys by contacting your NetSuite Partner directly.

They will need to:

1. Create a new application and retain the consumer key and secret
2. Ensure the application is configured for Token Based Authentication (TBA)
3. Create an Access Token linked to that application and retain the Token Id and Token Secret
4. Ensure the role of the Access Token supports accessing the entities requires for the integration to function.

After you have authorised with NetSuite, you will be able to configure your connection.

Enter your NetSuite Account ID, Keys and Secrets to connect Consignly to NetSuite

NetSuite Connection Detail

Once the connection is established, you will have the opportunity to go into the Connection tab to view your NetSuite connection details. 

NetSuite Connection

The NetSuite Connection card contains information about the connection: the Date Created, NetSuite Account ID, and NetSuite Consumer Key. 

The option to Remove Connection is also located in this card. 

The NetSuite Connection card

Principal

The Principal card contains the Principle User associated with the integration, as well as the option to define the Principal Partner for the connection. 

The Principal card of the NetSuite Connection Detail

Webhooks

The Webhooks card contains webhook information. This webhook information can be supplied to your NetSuite Partner directly in order for them to configure sending Customer Master Data to Consignly.

Authorisation

These webhooks are secured using a SHA256 HMAC authentication header.

Generate and copy the webhook signing key, and pass onto your NetSuite Partner to support the configuration. The body of the HTTP request message should be hashed, and provided as a header in the HTTP request using the Webhook Authorization Header provided in the integration configuration screen.

Endpoints

The endpoint section shows a unique endpoint URL to your NetSuite integration in Consignly.

Provide this information to NetSuite along with the signing key data (be sure to send this securely) and have your NetSuite Partner send Customer data to Consignly as it is created in NetSuite. 

The Webhooks card of the NetSuite Connection Detail

Configuring NetSuite

Once the connection is established, you will have the opportunity to go into the Configuration tab to configure your connection.

Partner Settings 

Define the Default Tax Rate and NetSuite Partner Lookup Field in the Partner Settings card. 

Schedule Settings

Configure whether to send the schedule to NetSuite as a Sales Order or Invoice.

Define the default NetSuite Department information, and whether you wish to send schedule updates to NetSuite. 

Define the Invoice Template Id and Credit Memo Template Id. 

Note that schedule updates can only be applied if the Sales Order or Invoice is in a state in NetSuite that supports updates.

Define NetSuite Line Item Mapping in the Schedule Settings card; Department Source, Department, Classification Source, Location Source, and Item Source. 

The Schedule Settings card in the NetSuite configuration

Charge Types

Consignly supports mapping Charge Types in Consignly to Classifications in NetSuite.

Set default NetSuite classifications for standard Charge Types in Consignly, such as:

• Adhoc charges
• Activity charges
• Freight charges
• Storage charges

Then be more specific by mapping Charge Types to NetSuite Classifications directly.

The charge type settings card in the NetSuite integration configuration

Cost Centres

Consignly supports mapping Cost Centres in Consignly to Locations in NetSuite.

Set a default NetSuite Location for any unmapped Cost Centres, then be more specific by mapping Cost Centres to NetSuite Classifications directly.

The cost centre settings card in the NetSuite integration configuration

Revenue Accounts

Consignly supports mapping Revenue Accounts in Consignly to Items in NetSuite.

Set a default NetSuite Item for any unmapped Revenue Accounts, then be more specific by mapping Revenue Accounts to NetSuite Items directly.

The Revenue Account settings card in the NetSuite integration configuration

Custom Field Mapping

Often in NetSuite, custom fields will be created to support additional data.  Consignly supports defining mappings from Consignly-exposed data fields to custom fields in NetSuite.

The custom fields must sit on the line-level in the Sales Order or Invoice in NetSuite.

To add a mapping, choose Add Field.

Next, select the data value from Consignly, and then enter the name of the custom field in NetSuite.

An example of some custom fields that have been mapped to NetSuite.

An example of some Consignly fields that can be mapped to custom fields in NetSuite.

Pushing a schedule to NetSuite

Transactions for a Client Partner will build up as activity is charged on consignment, and as storage charges are raised.

When it is time to invoice a Client Partner, head over to the Schedules menu item under Client Partner on the sidebar.

If you have created any schedules previously, they'll appear here.

To create an Invoice or Sales Order to a client in NetSuite, create a new schedule of transactions or select an existing schedule that has not yet been sent to NetSuite.

In the schedule detail view your NetSuite export will take place automatically - as soon as the schedule moves into the approved status.

The Reference Number that you have entered in the schedule will be used as the Reference Number in the NetSuite Invoice or Sales Order that is created.

An example Client Partner schedule