Netsuite Integration Overview

 

 

 

Netsuite Integration

1. Installing The Shippit Bundle

In order to connect your Netsuite account with Shippit, you will need to download our Suitebundle - Shippit Integration.

1.1. Ensure you're logged in as a user that has an appropriate level of access e.g. an admin or eCommerce manager

1.2. Navigate to Customization > SuiteBundler > Search and Install Bundles

1.3. Search for "Shippit Integration" and click on the bundle link

1.4. Click "Install", then “Install Bundle”

1.5. Select "OK" when the confirmation pop-up appears

 

1.6. You can check the progress of your integration by clicking on "Refresh" on the "Installed Bundles" page

 

1.7. To view installed bundles, navigate to Customization > SuiteBundler > Search and Install Bundles > List

 

2. Assigning an integration user to the Shippit bundle

2.1. On the top navigation bar go to Setup > Shippit > Preferences and click "Edit" to access your Shippit Preferences page

2.2. Select your user in the Integration User drop-down

2.3. Under "API SERVER", select which Shippit environment you want to integrate with i.e. Shippit staging (sandbox) or Shippit production (live)

 

2.4. Copy the “Webservice Account ID”

 

 

 

3. Creating your access token

 3.1. In Netsuite, navigate to Setup > User/Roles > Access Tokens > New Note
(Note: If you can not create an access token, your administrator needs to enable it on your account. Please see this guide on how to do so.)

3.2. Please select the following drop-down options:

Application Name: Shippit or Shippit Staging
User: You or the Admin
Role: Shippit Integration

3.3. The token name can be one of your choosing e.g. Shippit Connector

3.4. Please note down the Token ID and the Token Secret.

 

Please do not leave this page as you will need to copy/paste the above token details into the Shippit integration setup page.

 

 

4. Linking Shippit with Netsuite

4.1. Login to your Shippit account and, at the top right of the page, navigate to Settings > Integrations

4.2. Select Netsuite in the list of integrations

4.3. Select your Netsuite environment (Live or Sandbox)

4.4. Enter in your Netsuite credentials:

• Webservice Account ID
• Token ID
• Token Secret

4.5. Click "CONTINUE" to finalise the integration connection

 

 

 

 

5. Entering your Shippit API key in Netsuite to generate the Shippit Webhook URL

 5.1. After authentication, please scroll up and copy your “Shippit API key”

5.2. Navigate back to Netsuite, and to the Shippit Connect Preferences page (make sure you click "Edit" and not "View")

5.3. Paste your Shippit API key in the "AUTHENTICATION TOKEN" field and click "Save"

 

 

1. Your Shippit Webhook URL should now be populated (this is required when fulfilling orders in Netsuite)

 

 

Netsuite Configuration

 

1. Shippit Integration Settings - Orders

 

Note: the following settings can also be accessed and updated in Shippit Connect.

1.1 Auto-sync New Orders: Please set this to "Yes" or "No" depending on whether you want orders to automatically flow into Shippit.

1.2. Order Sync Mode: Select whether you with import:

• Sales Orders that are pending Fulfillment and/or Partially Fulfilled
• Item Fulfillments that are packed

1.3. Default Email: Ensure the default email address field is not empty (this is due to Netsuite not requiring emails to be mandatory) we recommend you use the same email as your netsuite account

1.4. Order Locations: Please select which stores you wish to sync your orders from

 

 

2. Shippit Integration Settings - Shipping Method Mapping

Note: the following settings can also be accessed and updated in Shippit Connect.

2.1. Here you can type in any existing shipping methods that you configured on Netsuite and map them to a particular Shippit service type.

Note: Shipping methods are STRING based fields hence the exact value must be entered in

2.2. Click "Update" to save those changes

 

 

 

3. Shippit Integration Settings - Fulfilments

Note: the following settings can also be accessed and updated in Shippit Connect.

3.1. By default, "Fulfill Orders" should be set to "Yes" with the status marked as "Shipped"

• If syncing orders - Shippit will always create a new fulfillment record for youIf syncing item fulfillments - Shippit will update the existing record

When you book an order, Shippit will update the order or fulfillment with tracking information such as Shippit tracking number, products shipped, the courler’s name etc.

 

 

 

4. Enabling “Send To Shippit” in Netsuite

4.1. In your Shippit settings, navigate to your integrations page and copy the API key

4.2. Log back into your Netsuite account and head to your Shippit Connect Preferences page (Setup > Shippit > Preferences > Edit)

4.3. Paste the API key in the "AUTHENTICATION TOKEN" field and ensure the "ENABLE SALES ORDER ACTION BUTTONS" checkbox is ticked

4.4. Click "Save"

 

 

5. Enabling the Order Webhook in Netsuite

 5.1. Confirm that the Shippit Webhook URL is populated, as seen below.

Moving forward, Netsuite will send, every 15 minutes, any sales orders that need to be fulfilled to Shippit.

 

 

6. Syncing Delivery Instructions & ATL with Shippit 

When an order is created in Shippit, merchants can send over information regarding Delivery instructions and/or specify Authority To Leave via custom fields on the order or item fulfilment record

 

6.1. In Netsuite, navigate to Customization > Lists, Records, & Fields > Transactio Body Fields > New

6.2. To create the “Delivery Instructions” field

1. Type:  Free-Form Text
2. Label: a name of your choosing e.g. Delivery Instructions
3. ID: delivery_instructions
4. Applies To: Sales and/or Item Fulfillment then Save & apply to forms

6.3. To create the “Authority To Leave (ATL)” field

1. Type: Check Box
2. Label: a name of your choosing e.g. Delivery Instructions
3. ID: authority_to_leave
4. Applies To: Sales and/or Item Fulfillment then Save & apply to forms

 

 

Shippit Connect

Overview

Shippit Connect is our middleware platform that lets you observe the history of orders and fulfillments that have been synced to/from Shippit. You can also update the Order and Fulfillment settings for the Netsuite integration here too.

The main use of this platform is to perform the following functions:

• Observe your order sync history and see which orders successfully were sent to Shippit including any that failed
• Observe your fulfillment history and see which orders successfully were sent to Netsuite including any that failed
• Update your integration settings
• Import an order by "Order ID"
• Import an order by "X Days Ago"

 

 

Accessing Shippit Connect

1. To get to Shippit Connect, log in to your Shippit store and navigate to Settings > Integrations and click "LAUNCH CONNECT"
2. Once in connect, you can re-configure your Netsuite integration settings and start viewing your order sync & fulfillment history.

 

 

 

Importing orders from within Shippit Connect

1. On the top right, click on the Import Orders button to run a manual import of any order orders pending fulfilling from your selected locations in your settings.
2. You should see a green bar at the top of the page showing you how many orders are being processed.
   Note: Please give this some time as it may take a few minutes before all orders are successfully synced. This is due to rate-limiting on Netsuite's servers which limit the amount of API calls we can make in a short amount of time.

 

You can also sync your orders manually by:

• Order number (located in your Netsuite sales orders page)
• A certain number of days e.g. in the last 30 days

 

 

Syncing by Order Number

1. Type in the Netsuite order number to be imported e.g. SLS00000161
2. Click Import Order

Note:

• Only orders that are "Awaiting Shipping" or "Partially Shipped" in the Netsuite System will be imported.
• Only items that remain to be shipped will be included in the order details.
• Orders previously imported will be re-imported.

 

 

Syncing by Number of Days

1. Enter the number of days back you want Shippit to import orders from

Note: The "Re-Import previously imported orders" checkbox will allow you to bring in orders you have already synced across

1. Click Import Orders

 

 

Netsuite FAQs

• If I delete or make an amendment to an order in Shippit, will it delete/update in NetSuite?

No.

 

• Why am I not receiving tracking updates for the orders I have booked through Shippit?

 

This could be due to one of the following:

• Check your Shippit Fulfilment Settings in Netsuite to see if they are enabled. If so, check your Shippit Webhook URL in Shippit; if empty, re-register your Webhook by disabling Fulfilment Settings in Netsuite, and then re-enabling.
• Shippit cannot create a shipment record for an order if one already exists. This is because our integration creates the shipment upon order fulfilment in Shippit.
• If the products do not contain a location, Shippit cannot update inventory in Netsuite.
• Ensure the BIN location has been correctly assigned to the order, if you are using this feature in Netsuite. Additionally, if you have not allowed negative inventory, then the request may also fail.

• Why didn’t my order sync to Shippit?

This could be due to a couple of reasons:

• Check the user and delivery address details of the order are correct.
• Confirm you have the appropriate carriers enabled in Shippit e.g. international carriers.

 

• Can I live quote on international orders within the Shopping Cart?

Unfortunately, not.

• Why have only some of my products synced across to Shippit?

Currently, Shippit pulls on the committed stock quantities. Hence, if an order does not have committed stock, or is partially committed, those quantities will not be pulled across.

 

• How do I manually send an order to Shippit in Netsuite?

In Netsuite, open and view any order that is pending fulfillment and has a committable quantity of stock allocated. Then, click on the Send to Shippit button to sync the order to Shippit. You should see a confirmation message at the top of the page if successful.

 

 

Netsuite Tips & Tricks

• Our bundle has an endpoint that you can call to customise when and how an order is sent to Shippit
  e.g. the ability to send a selection of orders from any saved search within Netsuite.

(Note: this requires minor development; for more info, refer to our development guide.)