NetSuite is a cloud business management suite that offers comprehensive software for an organization, with software products encompassing ERP/Financials, CRM, and ecommerce.
The NetSuite activities give you the ability to automate the management of your NetSuite records. Integrating with the NetSuite SOAP web services operations ("SOAP operations"), this activities package enables your robots to retrieve saved searches, and insert, delete, and update your NetSuite records.
When using this activities package, it's important that you read and follow the best practices documented in NetSuite's SuiteApp Architectural Fundamentals and Examples (SAFE) guide and the API governance cheat sheet.
To enable the outbound automation between UiPath and NetSuite, the activities establish an authenticated connection to a new or existing NetSuite integration record using the NetSuite Application Scope activity.
After the connection is established, the other NetSuite activities send requests to the applicable SOAP operation using the parameters you enter in the activities' input properties. If the requests are successful, the activities return the response values to the output property variables.
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Before the scope activity can be used to establish a connection, you must complete the steps outlined in the Setup guide. After you complete the Setup steps, you can begin building your automation projects
The NetSuite activities include wizards to test your connection (Connection Wizard) and enter your input properties (Object Wizard).
To build your project and enable the object wizard in other activities, you connect to your NetSuite instance using the connection wizard.
To use the connection wizard:
- Click Configure (this opens the connection wizard).
- Select your Authentication Type and enter the applicable credentials (variables are not accepted).
- After all fields are populated the Test Connection button is enabled.
- Click Test Connection and wait for the Connection Successful window.
After a successful connection, the object wizard in other NetSuite activities is enabled.
Configuring the fields in the connection wizard does not populate the NetSuite Application Scope properties. The wizard establishes a connection to your NetSuite instance during design time only; enabling the object wizards in other NetSuite activities.
To enter your activity input property values, you use the Object Wizard (in most activities).
To use the object wizard:
- Click Configure (this opens the object wizard or connection wizard if you need to connect to your NetSuite integration record).
- If the connection wizard opens, enter your credentials and click Test Connection (the object wizard automatically opens after theConnection Successful window is closed).
- Select your NetSuite Object.
- The mandatory input fields (properties) for the activity are displayed (e.g., internalId).
- Enter any additional fields (properties) that you want to include using the Add Single Field text box or Add Multiple Fields selection list.
- Each field includes two input data fields Value and Sample Value.
- The Value fields are the activity input/output properties.
- You can enter an existing variable or create a new one by typing Ctrl + K and then enter your new variable name.
- The Sample Value fields enable you to test your input property values.
- To test your values, enter the internal value into the Sample Value and click the icon next to the field to retrieve the record data.
- If you added additional fields, the values are returned in the Sample Value.
- After entering your input properties in the Value field, click Done.
The Technical References page includes a complete list of and the links to the SOAP operations used by each activity.
You don't need to be familiar with the SOAP operations to use the activities; the references are for informational purposes only.
Before you build your first project, complete the steps in the Setup guide.
To learn more about the NetSuite activities (including example property inputs/outputs), see the Activities page for a complete activity list and links to the activity detail pages.
Updated 8 days ago