Concepts

Syncing Data from NetSuite

Real-time and scheduled data synchronization from NetSuite to SuitePortal. Sync customers, invoices, sales orders, and transactions automatically to your customer portal.

SuitePortal automatically keeps your portal data in sync with NetSuite. This page explains how syncing works and what you can expect.

How Syncing Works

Data flows one way from NetSuite to SuitePortal.

Data Flow

NetSuite → SuitePortal → Your Portal Users

SuitePortal never writes back to NetSuite. Your NetSuite data always remains the source of truth.

What Triggers a Sync

Syncs can be triggered in three ways:

Scheduled — Runs automatically on a schedule you set
Real-time — Pushes changes as they happen in NetSuite
Manual — You trigger it from the dashboard

What Data Syncs

SuitePortal can sync common NetSuite records.

Customer & Vendor Data

Customers
Contacts
Vendors
Employees

Transaction Data

Sales Orders
Invoices
Payments
Purchase Orders
Vendor Bills
Item Fulfillments

Supporting Data

Items
Addresses

Types of Syncs

Different sync types for different needs.

Initial Sync

When you first connect SuitePortal to NetSuite, we run a full sync of all selected records. This may take a few minutes to a few hours depending on how much data you have.

Scheduled Sync

Checks for changes on a schedule you set.

Sync Type	How It Works	When It Happens
Scheduled sync	Checks for changes on a schedule	Hourly, daily, or custom schedule
Real-time sync	Pushes changes as they happen in NetSuite	Within seconds of changes

Real-time Sync

Pushes changes from NetSuite as they happen — within seconds.

Checking Sync Status

You can monitor your syncs from the dashboard.

How to Check

Go to Settings > Sync
View the sync history
Check for any errors

What You'll See

Last sync time — When data was last updated
Records synced — How many records were updated
Errors — Any issues that need attention

Common Questions

Answers to frequently asked questions about syncing.

How long does syncing take?

Initial sync: 5 minutes to a few hours (depends on data volume)
Scheduled sync: Usually under a minute
Real-time sync: Seconds

What if something doesn't sync?

Check the sync history for errors. Common issues include:

Missing NetSuite permissions
Records not included in sync configuration
Network connectivity issues

See Troubleshooting: Sync Issues for help.

Can I sync custom records?

Yes, with the Sync+ extension you can sync custom records and saved searches. See Extensions for details.

How often should I sync?

For most businesses:

Hourly syncs work well for most data
Real-time syncs are best for time-sensitive data like payments

Best Practices

Tips for keeping your data in sync effectively.

Getting Started

Start with standard records — Get the basics working first
Test in sandbox — Verify sync behavior before production

Ongoing Maintenance

Monitor sync health — Check for errors weekly
Review sync logs — Look for patterns in failures

Quick Start — Run your first sync
Troubleshooting: Sync Issues — Fix common problems

Organizations & Users

Manage multi-tenant organizations in SuitePortal. Learn about user roles, permissions, and how to invite customers and vendors to your NetSuite customer portal.

Features

SuitePortal features — portal, payments, API, and MCP. Enable only what you need.