> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# NetSuite Integration

> Bring NetSuite sales orders, invoices, contracts, and other records into Statisfy. The Statisfy team sets up the integration for you.

# NetSuite Integration

The NetSuite integration brings your billing and contract data from NetSuite into Statisfy. Each record shows on the matched customer account, next to your CRM, meeting, and support data.

> [!NOTE]
>
> The Statisfy team sets up the NetSuite integration with you. To start, contact your Statisfy account team or [support@statisfy.com](mailto:support@statisfy.com).

## How the integration works

Statisfy reads NetSuite data through **RESTlets**. A RESTlet is a SuiteScript script that you deploy in your NetSuite account. It gives a secure endpoint that Statisfy can call.

1. Your NetSuite admin makes **saved searches** for the records that Statisfy must read.
2. A RESTlet in your NetSuite account runs these saved searches.
3. Statisfy calls the RESTlet through a secure, authorized connection to your NetSuite account.
4. Statisfy matches each NetSuite customer to a Statisfy account and saves the records on that account.

Statisfy checks NetSuite for new and changed records about every hour.

## Data that Statisfy can bring in

This list shows the NetSuite data that Statisfy brings in today. You are not limited to these records.

* **Sales orders**
* **Sales order line items**
* **Invoices**
* **Contracts**
* **Cancellation requests**

### Other NetSuite data

Statisfy can bring in other NetSuite records that a saved search can return. Some examples:

* **Customer balances and overdue amounts**, to find accounts with late payments.
* **Customer payments**, to see if a customer pays on time.
* **Credit memos and refunds**, to see the discounts and credits that an account got.
* **Subscriptions and usage**, if you bill through NetSuite SuiteBilling.
* **Return authorizations**.
* **Estimates and quotes**, to see expansion opportunities.
* **Projects**, if you use NetSuite SuiteProjects.
* **Custom records** that your team made in NetSuite.

Tell the Statisfy team which records you need. The team examines each request and tells you what is possible.

The fields that Statisfy brings in come from the columns of your saved searches. Tell the Statisfy team which fields you need.

Statisfy can also send changes to cancellation tasks back to NetSuite. Ask the Statisfy team if you want this.

## What to prepare

Before the setup call, make sure that you have:

1. **A NetSuite admin** who can deploy SuiteScript RESTlets and make saved searches.
2. **A list of the records and fields** that you want in Statisfy. Use the lists above as a start.
3. **A NetSuite customer ID on each account.** Statisfy uses the NetSuite internal customer ID to match NetSuite records to accounts. This ID must be on the account in Statisfy. It comes from your CRM sync, for example from Salesforce. The Statisfy team tells you which field to use.
4. **A connected CRM** in Statisfy. NetSuite data syncs only after your CRM sync is complete.

## Setup steps with the Statisfy team

1. Contact your Statisfy account team and tell them which NetSuite data you need.
2. Your NetSuite admin makes the saved searches for these records.
3. Your NetSuite admin deploys the RESTlet. The Statisfy team gives the details.
4. You authorize the connection between Statisfy and your NetSuite account.
5. The Statisfy team sets the sync and loads the past sales orders and invoices that you need.
6. Open some accounts in Statisfy and make sure that the NetSuite records are correct.

## Troubleshooting

> [accordion] NetSuite records do not show on an account
>
> * Make sure that the account has the correct NetSuite customer ID. Statisfy cannot match a NetSuite record to an account that has no ID or the wrong ID.
> * Make sure that the record is in the results of the saved search in NetSuite.
> * New and changed records do not show in Statisfy immediately. They can take up to one day.

> [accordion] Some fields are empty or missing
>
> Statisfy reads only the columns in your saved searches. Add the column to the saved search in NetSuite, then tell the Statisfy team about the change.

> [accordion] The sync stopped
>
> The sync can stop if the NetSuite connection is no longer authorized, or if a RESTlet is removed or changed. Contact [support@statisfy.com](mailto:support@statisfy.com).

## Need help?

For help with the NetSuite integration, contact [support@statisfy.com](mailto:support@statisfy.com).


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