NetSuiteUpdated
Before you connect NetSuite
In short
You need three things: an administrator in your NesoTMS company, someone with NetSuite administrator access for a few one-time steps, and your NetSuite account ID. NesoTMS installs a small connector in your account, signs in with a token you create and control, lists the orders that are ready to ship and writes each label's results back to the item fulfillment.
- Who
- A NesoTMS admin, with a NetSuite admin for the one-time steps
- You need
- Your NetSuite account ID and administrator access
- In NetSuite
- Six features turned on and the connector installed
Your NetSuite
- Item fulfillments
- Sales orders
- Items, locations
NesoTMS
- Packing Station
- Clerk Station
- Ship page
Your carriers
- UPS, FedEx
- FedEx Freight
- USPS
- 1NetSuite to NesoTMSOrders ready to pack and ship
- 2NesoTMS to your carrierRate and buy the label
- 3Your carrier to NesoTMSThe label and its tracking numbers
- 4NesoTMS to NetSuiteBoxes, tracking numbers, cost and Shipped
On this page7 sections
How NesoTMS works with NetSuite
NetSuite stays your system of record for orders, customers, items and inventory. NesoTMS lists the orders that are ready to pack and ship, buys each label on your own carrier account, and writes the result back to the same item fulfillment: the tracking numbers, the boxes with their weights and sizes, the shipping cost and the Shipped status. Rates, carrier keys and label files stay in NesoTMS.
Everything NesoTMS does in your account goes through the NesoTMS connector, which you install once. NesoTMS signs in to it with NetSuite's token-based authentication, as a user and role you choose, so you can see in NetSuite what it changed and revoke its access at any time. What NesoTMS reads and changes lists every field.
What you need
- A NesoTMS company where you are an administrator. Only administrators connect NetSuite, install the connector and add carrier accounts; members see the setup read-only.
- NetSuite administrator access, to turn on features, add the install certificate and create the integration record and access token. If that is someone else, they can do the NetSuite steps and give you the values to paste.
- Your NetSuite account ID, under Setup › Company › Company Information. A sandbox account ID ends in _SB1, _SB2 and so on.
- A choice of which NetSuite record you ship from: item fulfillments (the default) or sales orders. NesoTMS imports one type per company, and you can change it later.
- For labels: your own carrier accounts, with their keys from each carrier's developer portal. See carrier accounts.
- Optionally, a computer at the packing table for a shipping station that prints with no dialog.
NetSuite features to turn on
An administrator turns these on once, under Setup › Company › Enable Features. The connector can't be installed without them.
| Feature | Tab | Why |
|---|---|---|
| Custom Records | SuiteCloud | The connector keeps its settings and label records in your account. |
| Server SuiteScript | SuiteCloud | The connector runs as scripts in your account. |
| SuiteCloud Development Framework | SuiteCloud | NesoTMS installs the connector with it. |
| OAuth 2.0 | SuiteCloud | The one-time install certificate uses it. |
| REST Web Services | SuiteCloud | The connector's role includes it. |
| Advanced Shipping | Transactions | The connector requires it. |
NoteThe Packing Station and Clerk Station also need NetSuite's Pick, Pack and Ship feature turned on, because they work with the Picked and Packed status.
The NesoTMS connector
The connector is the part of NesoTMS that lives in your NetSuite account: a few scripts, the records they keep and a role named NesoTMS Connector. NesoTMS installs it for you. You turn on the features above, add a certificate NesoTMS makes for your account in NetSuite, paste back the Certificate ID NetSuite shows, and NesoTMS does the rest. Setup also lists a NetSuite bundle you would install yourself, shown as Coming soon until it is published.
If the connector is already in your account, setup lets you skip the install and connect, and it never installs over an existing connector. The connection guide has every step in order.
What the NesoTMS Connector role can do
NesoTMS signs in with a token that runs as this role, so the role sets the limit of what NesoTMS can do in your account.
| Records | Access | Why NesoTMS needs it |
|---|---|---|
| Item fulfillments | Read and change | To list the orders that are ready to ship, read their boxes and items, write each label's results back, and make a packed fulfillment when someone packs a sales order in NesoTMS. |
| Sales orders | Read only | Order lines, PO numbers and prices, for the declared value, Canada customs and the Packing Station. |
| Customers | Read only | Customer names on the lists and the ship page. |
| Items | Read only | Weights, descriptions, HS codes and countries of manufacture. |
| Locations and subsidiaries | Read only | Your ship-from addresses. |
| The connector's own records | Read and change | Its settings, which it only reads, and the record it keeps of each NesoTMS label. |
| Web services sign-in | Included | Two sign-in permissions, REST Web Services and OAuth 2.0 access tokens, that come with the role. |
NoteThe role isn't an administrator role. NesoTMS uses the Administrator role once, for the install certificate, and never again. If your security review needs the exact permission list, email info@nesotms.com.
Try it in a sandbox first
You can connect a NetSuite sandbox before your production account: sandbox account IDs such as 1234567_SB1 are accepted, and the test shows which environment you connected. Before anything is turned on, setup previews the first 10 records your settings match, and the preview stores nothing.
Nothing is written to a fulfillment until someone packs an order or buys a label in NesoTMS. A carrier account set to Test buys test labels that never change NetSuite, so you can try a whole purchase without touching a record.
Questions before you start
Does NesoTMS need the Administrator role all the time?
No. The Administrator role is used once, for the certificate that installs the connector, and NesoTMS deletes the certificate's private key after a successful install. Day to day, NesoTMS signs in with the access token you create, as the role you give it.
Link to this answerDo we have to change how we fulfill orders in NetSuite?
No. If your team creates item fulfillments in NetSuite today, keep doing so: NesoTMS lists them once they are Picked or Packed. If you import sales orders instead, packing an order at the Packing Station makes its item fulfillment for you.
Link to this answerWho in my company can connect NetSuite?
Only administrators of your NesoTMS company. Members can see the setup, but only administrators can save, test or change it.
Link to this answerIs there a setup or integration fee?
No. NesoTMS charges no setup, implementation, integration or onboarding fee, and no fee per label. Labels are bought on your own carrier accounts, and each carrier bills you directly.
Link to this answerRelated pages
- Connect NetSuite: step-by-step setup guideConnect NetSuite to NesoTMS: turn on the features, install the connector, create the access token, test the connection, choose what to import and turn it on.
- What changes in NetSuite, field by fieldEvery change NesoTMS makes in NetSuite: what packing, buying and voiding a label write to the item fulfillment, what NesoTMS reads, and what it never touches.
- NetSuite TMS integration: reads and writesNetSuite TMS integration: NesoTMS reads Picked and Packed item fulfillments or open sales orders, buys the label and writes tracking, cost and status back.
- Security and data protectionHow NesoTMS protects NetSuite keys, carrier credentials and shipment data: sealed secrets, company isolation, admin and member roles, and a purchase guard.