NetSuite Integration Guide

Sync your customers and invoices between FlexPoint and NetSuite

Integrating FlexPoint and NetSuite keeps your data up to date automatically, making it easy to manage customers and invoices. Once connected, you can:

• Import customer records from NetSuite
• Import historical and new invoices
• Automatic updates when records change in NetSuite
• NetSuite OneWorld -- connect a specific subsidiary to your FlexPoint account

Before you begin, ensure all prerequisites are completed

Prerequisites ▶

Before connecting, make sure the following are in place in your NetSuite account:

• Administrator access (or a role with Token-Based Authentication and REST Web Services permissions)
• Server SuiteScript is enabled at the account level — Setup → Company → Enable Features → SuiteCloud tab → SuiteScript → check Server SuiteScript

• REST Web Services is enabled at the account level — Setup → Company → Enable Features → SuiteCloud tab → SuiteTalk (Web Services) → check REST Web Services

• Token-Based Authentication is enabled at the account level — Setup → Company → Enable Features → SuiteCloud tab → Manage Authentication → check Token-Based Authentication

Step-by-Step Setup

Step 1 — Install the FlexPoint Bundle ▶

1. In NetSuite, go to Customization → SuiteBundler → Search & Install Bundles
2. Search by Bundle ID: FlexPoint
3. Click Install and accept the defaults

The bundle enables automatic sync between NetSuite and FlexPoint. No custom records or fields are created.

Step 2 — Create an Integration Record ▶

Go to Setup → Integration → Manage Integrations → New

1. Name it FlexPoint (or any name you prefer)
2. Under Authentication, check Token-Based Authentication
3. Check TBA: Authorization Flow and specify Callback URL:
   https://apps.getflexpoint.com/core/Merchant/Integrations/NetSuite/AuthorizationCallback
4. Click Save
5. Copy the Consumer Key and Consumer Secret — these are displayed only once

Tip: Store the Consumer Key and Consumer Secret in a secure location. If lost, you will need to create a new integration record.

Step 3 — Connect in FlexPoint ▶

1. In FlexPoint, navigate to Integrations → NetSuite
2. Enter your Account ID, Consumer Key, and Consumer Secret
3. Click Connect
4. You will be redirected to NetSuite — log in and click Authorize
5. You are redirected back to FlexPoint

OneWorld accounts: After authorization, a dropdown will appear asking you to select a subsidiary. Choose the subsidiary you want to connect to this FlexPoint account, then click Save. Only customers and invoices belonging to that subsidiary will be synced.

If your account does not use subsidiaries, this step is handled automatically.

Importing Data

After the connection is active, you can import data from NetSuite to FlexPoint by navigating to Settings → Integrations → +Connect NetSuite:

Import Customers — pulls customer records from NetSuite into FlexPoint

Import Invoices — imports invoices for a selected date range (paid, unpaid, or both)

Refresh Customers — updates previously imported customer data

Try it yourself

Follow this step-by-step walkthrough on how to connect NetSuite to your FlexPoint account and Conduct a Historical Invoice Import

🚀 Start interactive walkthrough

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