NetSuite

Connect NetSuite to Moselle to sync sales orders, purchase orders, inventory, and product data for comprehensive demand forecasting and inventory planning.

Overview

The NetSuite integration imports your transaction history, inventory levels, and product catalog from NetSuite saved searches into Moselle. Once connected, data syncs automatically on a daily basis.

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Connect NetSuite

To set up the NetSuite integration, you will need to generate API credentials in NetSuite and have them ready to share with the Moselle support team during your initial onboarding call.

Step 1: Create Web Services Role in NetSuite

1. In NetSuite, navigate to Setup → Users/Roles → Manage Roles

2. Click New to create a new role

3. Name the role (e.g., "Moselle Web Services")

4. Under Permissions, add the following (ensure access level is set to Full):

   • Setup Tab:

     • Log in using Access Tokens

     • SOAP Web Services

   • Lists Tab:

     • Perform Search

     • Persist Search

     • Publish Search

     • Items

     • Locations

     • Customers

     • Vendors

     • Any custom records you want to sync

   • Transactions Tab:

     • Find Transactions

     • Sales Orders

     • Purchase Orders

     • Transfer Orders

   • Reports Tab:

     • SuiteAnalytics Workbook

5. Save the role

Step 2: Create Integration Record

1. Navigate to Setup → Integration → Manage Integrations

2. Click New

3. Name the integration (e.g., "Moselle Integration")

4. Under the Authentication tab:

   • Enable Token-Based Authentication

   • Turn off TBA: ISSUETOKEN Endpoint

   • Turn off TBA: Authorization Flow

   • Under the OAuth 2.0 section, ensure everything is turned off

5. Save the integration

6. Record the Consumer Key and Consumer Secret — you will need these for authentication

Step 3: Generate Access Tokens

1. Navigate to Setup → Users/Roles → Access Tokens → New

2. Select the Application (integration record from Step 2)

3. Select your User

4. Select the Role (web services role from Step 1)

5. Save the access token

6. Record the Token ID and Token Secret — you will need these for authentication

Step 4: Get Your Account ID

Your NetSuite Account ID is found in your NetSuite URL:

• If your URL is https://1234567.app.netsuite.com, your Account ID is 1234567

• If your URL includes a region code like https://1234567-sb1.app.netsuite.com, your Account ID is 1234567-sb1

Step 5: Create Saved Searches

NetSuite integration pulls data from saved searches you create in NetSuite. Create saved searches for the data you want to sync:

1. Navigate to Lists → Search → Saved Searches → New

2. Select the record type (e.g., Transaction, Item, Customer)

3. Add the fields you want to include in Moselle

4. Set search criteria if needed

5. Make the search Public or share it with the integration user

6. Save the search with a descriptive name

Important Limitations:

• Formula fields within saved searches will not be returned

• Saved searches with summary results are not supported

• Related objects return only internal IDs (see Data Sync Details below)

Step 6: Share Credentials During Onboarding Call

Have the following credentials ready to share with the Moselle support team during your initial onboarding call:

• Consumer Key

• Consumer Secret

• Token ID

• Token Secret

• Account ID

• Names of saved searches you want to sync

During the call, our team will work with you to configure the integration in Moselle and verify that data syncs correctly.

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Data Sync Details

Sync Frequency — NetSuite data syncs daily.

Saved Search Results — The integration pulls the full data results from your configured saved searches.

Related Objects — Related objects (e.g., customer on a sales order) return only internal IDs. To get full details for related objects:

• Add joined fields to your NetSuite saved search (e.g., customer name, customer email), or

• Create separate saved searches for related record types and link them in Moselle using the internal IDs

SKU Matching — NetSuite items automatically link to Moselle items when SKUs match exactly. Non-matching SKUs require manual linking.

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Supported Record Types

The NetSuite integration supports pulling data from:

• Transactions — Sales orders, purchase orders, transfer orders, and custom transactions

• List Objects — Items, locations, companies, customers, vendors

• Custom Records — Any organization-defined custom record objects

• Reports — Specific report types with appropriate permissions

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Data Mapping & Routing

To ensure your data flows correctly into Moselle, we use specific mapping logic for Sales Channels and Warehouses.

Sales Channel Routing

Sales orders from NetSuite need to be routed to specific Sales Channels in Moselle (e.g., Wholesale, Ecommerce, Retail).

• How it works: We configure the integration to filter orders based on a field in your NetSuite Sales Order.

• Common Method (Entity/Customer): Most often, we route orders based on the Entity (Customer or Project). For example, if you have a "Wholesale" channel in Moselle, you provide us the NetSuite Entity ID for your wholesale customer, and we route all matching orders to that channel.

• Alternative Methods: If you distinguish channels differently (e.g., by Class, Department, or a Custom Field), let us know! We can configure the routing based on any field available in your Saved Search.

Warehouse Mapping (Location Linking)

Moselle links NetSuite Locations to Moselle Warehouses using an exact name match.

• Automatic Linking: If a Location name in NetSuite exactly matches a Warehouse name in Moselle (case-sensitive), they will be automatically linked. Inventory levels from that NetSuite Location will sync to the corresponding Moselle Warehouse.

• Automatic Creation: If Moselle receives a Location name from NetSuite that does not exist in Moselle, it will automatically create a new Warehouse with that name and link them.

Tip: To prevent duplicate warehouses, ensure your NetSuite Location names match your existing Moselle Warehouse names exactly before the first sync.

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Saved Search Requirements

For the Sales Order sync to function correctly, your NetSuite Transaction Saved Search must return the following fields with these specific properties:

Field	Description	Required Format / Notes
trandate	Transaction Date	Must be formatted as M/D/YYYY (e.g., 1/28/2026).
tranid	Transaction ID	The unique identifier for the order (e.g., SO-12345).
item	Item Internal ID	The internal ID of the item sold.
quantity	Quantity	Numeric value.
amount	Total Amount	Numeric value.
rate	Unit Price	Numeric value. Used to calculate amount if total is zero.

• Note: If your NetSuite configuration uses different field IDs, please let the Moselle team know so we can map them correctly.

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Troubleshooting

Issue	Cause	Solution
Integration not connecting	Incorrect credentials or insufficient role permissions	Verify credentials and ensure role has all required permissions
Saved search not appearing	Search is private or not shared with integration user	Make search public or share with the integration user
Missing fields in synced data	Formula fields or summary results in saved search	Remove formula fields and summary settings from saved search
Related object details not syncing	NetSuite returns only internal IDs for related objects	Add joined fields to saved search or create separate searches for each record
Items not linking automatically	SKUs don't match between NetSuite and Moselle	Manually link items or update SKUs to match

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Important

Formula fields are not supported. NetSuite saved searches containing formula fields will not return those fields in the sync. Use standard fields or add joined fields instead.

Summary searches are not supported. Saved searches with summary results enabled cannot be synced. Disable summary mode in your saved search configuration.