Guides
Run Your First NetSuite Sync
Complete guide to running your initial data sync from NetSuite. Select records, configure sync settings, and verify data in your SuitePortal customer portal.
This documentation is currently being developed. Check back soon for complete content.
Prerequisites
- NetSuite connection configured
- Connection test passing
- Understanding of Sync Engine
Step 1: Select Record Types
Choose which record types to sync:
Recommended Initial Records
- Customers — Required for customer portal
- Contacts — User association
- Invoices — Core transaction type
- Payments — Payment visibility
Optional Records
- Sales Orders
- Item Fulfillments
- Items
Step 2: Configure Field Mapping
Review default field mappings and customize if needed:
- Navigate to Settings > Sync > Field Mapping
- Review standard mappings
- Add custom field mappings if needed
- Save configuration
Step 3: Run Initial Sync
- Navigate to Settings > Sync
- Select record types to sync
- Click Run Full Sync
- Monitor progress
Step 4: Verify Data
After sync completes:
- Check record counts match expected
- Spot-check sample records
- Verify custom fields populated
- Review sync logs for errors
Performance Expectations
| Record Count | Expected Duration |
|---|---|
| < 1,000 | Minutes |
| 1,000 - 10,000 | 15-30 minutes |
| 10,000 - 100,000 | 1-2 hours |
| > 100,000 | Contact support |
Next Steps
- Configure Users — Set up portal access
Connect NetSuite to SuitePortal
Connect your NetSuite account to SuitePortal using Token-Based Authentication (TBA). Create credentials and configure secure API access.
Customer Portal
Set up a self-service customer portal for NetSuite. Let customers view invoices, orders, make payments, and download documents without contacting your team.