Documentation

NetSuite (Accounting)

The NetSuite integration syncs customers, invoices, and payments between SecurityTrax and Oracle NetSuite.

Prerequisites

  • An Oracle NetSuite account.
  • A dedicated integration user with the appropriate role permissions.
  • Your Account ID (Setup > Company > Company Information in NetSuite).

Setup steps

  1. Navigate to Admin > Integrations > NetSuite.
  2. Check Enabled.
  3. Enter the integration user's Email and Password.
  4. Enter the Role ID (e.g., 3 for Administrator) and Account ID.
  5. Add the objects to sync in Sync Models (comma-separated, e.g., customers, invoices, payments).
  6. Configure notification and log email addresses.
  7. Click Save. SecurityTrax will validate the credentials with NetSuite.

Field reference

Field Description
Email Email address of the NetSuite integration user.
Password NetSuite user password. Leave blank to keep the saved password.
Role NetSuite role ID. Example: 3 for Administrator.
Account NetSuite Account ID. Found at Setup > Company > Company Information.
Sync Models Comma-separated list of object types to sync.
External ID Company ID SecurityTrax company ID used as the external ID in NetSuite. Leave blank unless syncing multiple companies.
Notification Emails Comma-separated emails for sync error notifications.
Log Emails Comma-separated emails for detailed sync log reports.

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