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

Supported Types

Salto leverages NetSuite's SuiteCloud Development (SDF) for managing:

• All configuration items under NetSuite's customization tab
• FileCabinet (Partial)
• Roles
• Saved Searches
• Enabled Features

On top of that, Salto's SuiteApp for NetSuite enables management of the following types:

• FileCabinet (Full)
• Data records support, e.g. Subsidiary, Currency, Department, Items, Account, Location, etc.
• Preferences (Settings) - UserPreferences, CompanyInformation, AccountingPreferences

Setup Instructions

Perquisites 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)

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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 my 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

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 my 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.

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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

Fetch Configuration Properties

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 targets:

entitycustomfield addressForm /MyFileCabinetDir/.*\.js

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

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Note: Deletions can not be detected in a Quick Fetch.

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