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.


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 β†’ Users/Roles β†’ 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:

    • Setup β†’ Log in using Access Tokens

    • Setup β†’ SOAP Web Services

    • Lists β†’ Perform Search

    • Lists β†’ Persist Search

    • Lists β†’ Publish Search

  5. Grant Full access to relevant transaction types:

    • Sales Orders

    • Purchase Orders

    • Transfer Orders

    • Items

    • Locations

    • Customers

    • Vendors

    • Any custom records you want to sync

  6. Save the role

Step 2: Create Integration Record

  1. Navigate to Setup β†’ Integration β†’ Manage Integrations

  2. Click New

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

  4. Enable Token-Based Authentication

  5. Save the integration

  6. Record the Consumer Key and Consumer Secret β€” you will need these for authentication

Step 3: Generate Access Tokens

  1. Navigate to Setup β†’ Users/Roles β†’ Access Tokens β†’ 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 β€” 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 β†’ Search β†’ Saved Searches β†’ 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.


Data Sync Details

Sync Frequency β€” NetSuite data syncs daily.

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

Related Objects β€” 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 β€” NetSuite items automatically link to Moselle items when SKUs match exactly. Non-matching SKUs require manual linking.


Supported Record Types

The NetSuite integration supports pulling data from:

  • Transactions β€” Sales orders, purchase orders, transfer orders, and custom transactions

  • List Objects β€” Items, locations, companies, customers, vendors

  • Custom Records β€” Any organization-defined custom record objects

  • Reports β€” Specific report types with appropriate permissions


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


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.

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