Field NationDeveloper Platform
Field NationDeveloper Platform
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PSA Platforms

CRM & Support

ERP & Project Management

NetSuite ConnectorConfigurationWorkflow Setup

Universal

PlatformsNetSuite

Configuration

Configure the NetSuite connector with Token-Based Authentication and SuiteTalk SOAP API credentials.


Prerequisites

  • ☐ NetSuite Account ID
  • ☐ Consumer Key & Secret (from Integration Record)
  • ☐ Token ID & Secret (from Access Token)
  • ☐ NetSuite instance URL
  • ☐ Admin access to Field Nation

Step 1: Enable Token-Based Authentication

Navigate to Features

Setup → Company → Enable Features

Enable TBA

SuiteCloud tab → Check "Token-Based Authentication" ✅

Save

Click "Save" to enable feature


Step 2: Create Integration Record

Navigate to Integrations

Setup → Integration → Manage Integrations → New

Configure Integration

Name: Field Nation Integration

State: Enabled ✅

Concurrency Limit: Leave default

Save & Copy Credentials

After save, copy:

  • Consumer Key (shown once)
  • Consumer Secret (shown once)

Store securely immediately!


Step 3: Generate Access Token

Navigate to Access Tokens

Setup → Users/Roles → Access Tokens → New

Configure Token

Application Name: Select "Field Nation Integration" (from Step 2)

User: Select integration user (or create dedicated user)

Role: Administrator or custom integration role

Token Name: Field Nation API Token

Save & Copy Credentials

After save, copy:

  • Token ID
  • Token Secret (shown once!)

Critical: Token Secret displayed ONCE. Save immediately to secure password manager.


Step 4: Get Account ID

Setup → Company → Company Information

Account ID field → Copy value

Example: 1234567 or 1234567_SB1 (sandbox)


Step 5: Configure in Field Nation

Access Integration Broker → Select "NetSuite"

Enter Credentials

Account ID: From Step 4

Consumer Key: From Integration Record (Step 2)

Consumer Secret: From Integration Record (Step 2)

Token ID: From Access Token (Step 3)

Token Secret: From Access Token (Step 3)


Instance URL

Format:

https://{account_id}.suitetalk.api.netsuite.com/services/NetSuitePort_2021_2

Sandbox:

https://{account_id}_SB1.suitetalk.api.netsuite.com/services/NetSuitePort_2021_2

Field Nation may auto-construct this from Account ID.


Record Type

Supported:

  • serviceOrder - Service orders (most common)
  • supportCase - Support cases
  • customRecord_* - Custom records

Step 6: Test Connection

Click "Test Connection"

Success ✅: Credentials valid, SuiteTalk API accessible

Failure ❌: Review error:


Step 7: Refresh Fields & Map

Click "Refresh Fields" → Configure mappings:

Inbound:

title → title
message → description
status → status_id (Array Map)
subsidiary.name → location.company.name

Outbound:

status.name → status (Array Map)
approved_amount → actualCost

Step 8: Save Configuration

Review settings → Save → Copy trigger URL


Troubleshooting


Last updated on

NetSuite Connector

Integrate NetSuite ERP with Field Nation for automated work order creation and service management synchronization.

Workflow Setup

Deploy SuiteScripts and configure NetSuite workflows to trigger Field Nation work order creation.

On this page

Prerequisites
Step 1: Enable Token-Based Authentication
Navigate to Features
Enable TBA
Save
Step 2: Create Integration Record
Navigate to Integrations
Configure Integration
Save & Copy Credentials
Step 3: Generate Access Token
Navigate to Access Tokens
Configure Token
Save & Copy Credentials
Step 4: Get Account ID
Step 5: Configure in Field Nation
Enter Credentials
Instance URL
Record Type
Step 6: Test Connection
Step 7: Refresh Fields & Map
Step 8: Save Configuration
Troubleshooting