Guides
Configure Scheduled Syncs
Set up automatic NetSuite data synchronization schedules. Configure hourly, daily, or custom sync intervals to keep your customer portal data current.
This documentation is currently being developed. Check back soon for complete content.
Overview
Configure automatic synchronization schedules to keep your portal data current.
Schedule Options
Frequency
| Schedule | Description | Best For |
|---|---|---|
| Hourly | Every hour | High-change data |
| Daily | Once per day | Standard use |
| Weekly | Once per week | Low-change data |
| Custom | Cron expression | Specific needs |
Configuration
- Navigate to Settings > Sync > Schedules
- Select record type
- Choose frequency
- Set time (for daily/weekly)
- Save
Per-Record Type Schedules
Configure different schedules by record type:
| Record Type | Recommended Schedule |
|---|---|
| Invoices | Hourly |
| Payments | Hourly |
| Customers | Daily |
| Items | Weekly |
Monitoring
Track scheduled sync execution:
- View sync history
- Set up failure alerts
- Monitor sync duration
Best Practices
- Don't over-sync (wastes RSUs)
- Align with business hours
- Monitor for failures
- Adjust based on data change frequency
Employee Portal Setup Guide
Create an internal employee portal connected to NetSuite. Provide role-based access to company data, reports, and dashboards for your team.
Sync File Attachments
Deploy the SuitePortal Universal RESTlet and enable file attachment syncing so portal users can view and download documents from NetSuite transactions.