Sync Types Reference
Full sync, scheduled sync, and real-time sync options for NetSuite data. Compare sync types, scheduling options, and best practices for your customer portal.
SuitePortal offers different ways to sync data from NetSuite. This reference explains each type.
Overview
Quick comparison of sync types.
Comparison Table
| Sync Type | Speed | Best For |
|---|---|---|
| Full Sync | Slow (minutes to hours) | Initial setup, recovery |
| Scheduled Sync | Fast (seconds to minutes) | Regular updates |
| Real-time Sync | Instant (seconds) | Time-sensitive data |
Full Sync
A complete refresh of all records for a given type.
When It Happens
- First time you connect to NetSuite
- When you add a new record type to sync
- Manual trigger for data recovery
What to Expect
| Data Volume | Approximate Time |
|---|---|
| < 1,000 records | 1-5 minutes |
| 1,000-10,000 records | 5-30 minutes |
| 10,000+ records | 30 minutes to several hours |
Tips
- Run during off-hours if possible
- Start with fewer record types, add more later
- Monitor progress in the sync dashboard
Scheduled Sync
Checks for changes since the last sync and updates only what's changed.
How It Works
- SuitePortal checks the last sync timestamp
- Queries NetSuite for records changed since then
- Updates only the changed records
- Records the new sync timestamp
Scheduling Options
| Schedule | When It Runs | Best For |
|---|---|---|
| Hourly | Every hour, on the hour | Most use cases |
| Every 6 hours | 4 times per day | Stable data |
| Daily | Once per day (configurable time) | Low-change data |
| Custom | You define the schedule | Specific needs |
Setting a Schedule
- Go to Settings > Sync
- Select the record type
- Choose a schedule from the dropdown
- Save
Real-time Sync
Pushes changes from NetSuite as they happen.
How It Works
- A record changes in NetSuite
- NetSuite triggers our SuiteBundle
- The change is pushed to SuitePortal
- Portal reflects the update within seconds
Requirements
- SuiteBundle installed and configured
- Real-time triggers enabled for record types
- Network connectivity between systems
Best For
- Payment status updates
- Order confirmations
- Inventory changes
- Time-sensitive transactions
Choosing the Right Type
Recommendations for different scenarios.
Scenario Guide
| Scenario | Recommended |
|---|---|
| Initial setup | Full Sync |
| Day-to-day operations | Scheduled (hourly) |
| Payment processing | Real-time |
| High-volume changes | Scheduled + Real-time for critical data |
| Rarely changing data | Scheduled (daily) |
Monitoring Syncs
How to track sync status and health.
Sync Dashboard
View sync status at Settings > Sync:
- Last sync time
- Records synced
- Any errors
Common Issues
| Issue | Cause | Solution |
|---|---|---|
| Sync not running | Schedule disabled | Check sync settings |
| Missing records | Record not in NetSuite | Verify NetSuite data |
| Slow sync | Large data volume | Run during off-hours |
| Sync errors | Permission issue | Check NetSuite access |
Related
- Syncing Data — How syncing works
- Troubleshooting: Sync Issues — Fix sync problems
Roles & Permissions Reference
Complete guide to SuitePortal user roles and permissions. Admin, Member, and Viewer capabilities, custom roles, and role assignment for your NetSuite portal.
Error Codes Reference
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