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- This gem will act as a wrapper around the NetSuite SuiteTalk WebServices API.
- The gem does not cover the entire API, only the subset contributors have used so far.
- NetSuite is a complex system. There's a lot to learn and sparse resources available to learn from. Here's a list of NetSuite Development Resources that might make things a bit less painful.
Join the slack channel for help with any NetSuite issues. Please do not post usage questions as issues in GitHub.
Messages in the Slack ground are archived here. Search the archives to see if your question has been answered before.
There is some additional helpful resources for NetSuite development listed here.
Before contributing a patch make sure all existing tests pass.
git clone git://github.com/NetSweet/netsuite.git
cd netsuite
bundle
bundle exec rspec
Add this line to your application's Gemfile:
gem 'netsuite'
If you'd like more accurate time conversion support, include the tzinfo gem.
This gem is built for ruby 1.9.x+, checkout the 1-8-stable branch for ruby 1.8.x support.
The most important thing you'll need is your NetSuite account ID. Not sure how to find your account id? Here's a guide.
For most use-cases, the following configuration will be sufficient:
NetSuite.configure do
reset!
account 'TSTDRV1576318'
api_version '2018_2'
email '[email protected]'
password 'password'
role 10
# use `NetSuite::Utilities.netsuite_data_center_urls('TSTDRV1576318')` to retrieve the URL
# you'll want to do this in a background proces and strip the protocol out of the return string
wsdl_domain 'tstdrv1576318.suitetalk.api.netsuite.com'
endThe wsdl_domain configuration is most important. Note that if you use wsdl or other configuration options below, you'll want to look at the configuration source to understand more about how the different options interact with each other. Some of the configuration options will mutate the state of other options.
Here's the various options that are are available for configuration:
NetSuite.configure do
reset!
api_version '2018_2'
# optionally specify full wsdl URL (to switch to sandbox, for example)
wsdl "https://webservices.sandbox.netsuite.com/wsdl/v#{api_version}_0/netsuite.wsdl"
# if your datacenter is being switched, you'll have to manually set your wsdl location
wsdl "https://webservices.na2.netsuite.com/wsdl/v#{api_version}_0/netsuite.wsdl"
# or specify the wsdl_domain if you want to specify the datacenter and let the configuration
# construct the full wsdl location - e.g. "https://#{wsdl_domain}/wsdl/v#{api_version}_0/netsuite.wsdl"
wsdl_domain "webservices.na2.netsuite.com"
# often the netsuite servers will hang which would cause a timeout exception to be raised
# if you don't mind waiting (e.g. processing NS via a background worker), increasing the timeout should fix the issue
read_timeout 100_000
# you can specify a file or file descriptor to send the log output to (defaults to STDOUT)
log File.join(Rails.root, 'log/netsuite.log')
# password-based login information
email '[email protected]'
password 'password'
account '12345'
role 1111
# optional, ensures that read-only fields don't cause API errors
soap_header 'platformMsgs:preferences' => {
'platformMsgs:ignoreReadOnlyFields' => true,
}
endIf you'd like to use a API endpoints greater than 2015_1 you'll need to specify an application ID:
NetSuite::Configuration.soap_header = {
'platformMsgs:ApplicationInfo' => {
'platformMsgs:applicationId' => 'your-netsuite-app-id'
}
}
OAuth credentials are also supported. Learn more about how to set up token based authentication here.
NetSuite.configure do
reset!
account ENV['NETSUITE_ACCOUNT']
consumer_key ENV['NETSUITE_CONSUMER_KEY']
consumer_secret ENV['NETSUITE_CONSUMER_SECRET']
token_id ENV['NETSUITE_TOKEN_ID']
token_secret ENV['NETSUITE_TOKEN_SECRET']
# oauth does not work with API versions less than 2015_2
api_version '2016_2'
end# get a customer
customer = NetSuite::Records::Customer.get(:internal_id => 4)
customer.is_person
# or
NetSuite::Records::Customer.get(4)
# get a list of customers
customers = NetSuite::Records::Customer.get_list(:list => [4, 5, 6])
# randomly assign a task
customer_support_reps = [12345, 12346]
task = NetSuite::Records::Task.new(
:title => 'Take Care of a Customer',
:assigned => NetSuite::Records::RecordRef.new(internal_id: customer_support_reps.sample),
:due_date => DateTime.now + 1,
:message => "Take care of this"
)
task.add
# this will only work on OS X, open a browser to the record that was just created
`open https://system.sandbox.netsuite.com/app/crm/calendar/task.nl?id=#{invoice.internal_id}`
# update a field on a record
task.update(message: 'New Message')
# delete a record
task.delete
# refresh/reload a record (helpful after adding the record for the first time)
task.reload
# using get_select_value with a standard record
NetSuite::Records::BaseRefList.get_select_value(
recordType: 'serviceSaleItem',
field: 'taxSchedule'
)
# get options for a custom sublist field (i.e. transaction column fields)
NetSuite::Records::BaseRefList.get_select_value(
field: 'custcol69_2',
sublist: 'itemList',
recordType: 'salesOrder'
)
# output names of options available for a custom field
options = NetSuite::Records::BaseRefList.get_select_value(
field: 'custbody_order_source',
recordType: 'invoice'
)
options.base_refs.map(&:name)# updating a custom field list on a record
# you need to push ALL the values of ALL of the custom fields that you want set on the record
# you can't just push the values of the fields that you want to update: all of the values of
# other fields will then fall back to their default values
contact = NetSuite::Records::Contact.get(12345)
contact.custom_field_list.custentity_alistfield = { internal_id: 1 }
contact.custom_field_list.custentity_abooleanfield = true
contact.update(custom_field_list: contact.custom_field_list)
# getting a custom record
record = NetSuite::Records::CustomRecord.get(
# custom record type
type_id: 10,
# reference to instance of the custom record type
internal_id: 100
)
# getting a list of custom records
records = NetSuite::Records::CustomRecord.get_list(
# netsuite internalIDs
list: [1,2,3],
# only needed for a custom record
type_id: 1234
)
# adding a custom record
record = NetSuite::Records::CustomRecord.new
record.rec_type = NetSuite::Records::CustomRecord.new(internal_id: 10)
record.custom_field_list.custrecord_locationstate = "New Jersey"
record.add
# updating a custom record
record = NetSuite::Records::CustomRecord.new(internal_id: 100)
record.custom_field_list.custrecord_locationstate = "New Jersey"
record.update(custom_field_list: record.custom_field_list, rec_type: NetSuite::Records::CustomRecord.new(internal_id: 10))
# using get_select_value with a custom record
NetSuite::Records::BaseRefList.get_select_value(
field: 'custrecord_something',
customRecordType: {
'@internalId' => 10,
'@xsi:type' => 'customRecord'
}
)# basic search
search = NetSuite::Records::Customer.search({
basic: [
{
field: 'companyName',
operator: 'contains',
value: company_name
}
]
})
`open https://system.netsuite.com/app/common/entity/custjob.nl?id=#{search.results.first.internal_id}`
# find the avalara tax item. Some records don't support search.
all_sales_taxes = NetSuite::Utilities.backoff { NetSuite::Records::SalesTaxItem.get_all }
ns_tax_code = all_sales_taxes.detect { |st| st.item_id == 'AVATAX' }
# searching for custom records
NetSuite::Records::CustomRecord.search(
basic: [
{
field: 'recType',
operator: 'is',
# custom record type
value: NetSuite::Records::CustomRecordRef.new(:internal_id => 10),
}
]
).results
# advanced search building on saved search
NetSuite::Records::Customer.search({
saved: 500, # your saved search internalId
basic: [
{
field: 'entityId',
operator: 'hasKeywords',
value: 'Assumption',
},
{
field: 'stage',
operator: 'anyOf',
type: 'SearchMultiSelectCustomField',
value: [
'_lead', '_customer'
]
},
{
field: 'customFieldList',
value: [
{
field: 'custentity_acustomfield',
operator: 'anyOf',
# type is needed for all search fields
type: 'SearchMultiSelectCustomField',
value: [
NetSuite::Records::CustomRecordRef.new(:internal_id => 1),
NetSuite::Records::CustomRecordRef.new(:internal_id => 2),
]
},
{
field: 'custbody_internetorder',
type: 'SearchBooleanCustomField',
value: true
}
]
}
]
}).results
NetSuite::Records::SalesOrder.search({
criteria: {
basic: [
# NOTE do not search for more than one transaction type at a time!
{
field: 'type',
operator: 'anyOf',
value: [ "_invoice"]
},
{
field: 'tranDate',
operator: 'within',
# this is needed for date range search requests, for date requests with a single param type is not needed
type: 'SearchDateField',
value: [
# NetSuite requires iso8601 time format
# need to require the time library for this to work
Time.parse("01/01/2012").iso8601,
Time.parse("30/07/2013").iso8601,
# or you can use a string. Note that the format below is different from the format of the above code
# but it matches exactly what NS returns
# "2012-01-01T22:00:00.000-07:00",
# "2013-07-30T22:00:00.000-07:00"
]
}
],
# equivilent to the 'Account' label in the GUI
accountJoin: [
{
field: 'internalId',
operator: 'noneOf',
value: [ NetSuite::Records::Account.new(:internal_id => 215) ]
}
],
itemJoin: [
{
field: 'customFieldList',
value: [
{
field: 'custitem_apcategoryforsales',
operator: 'anyOf',
type: 'SearchMultiSelectCustomField',
value: [
NetSuite::Records::Customer.new(:internal_id => 1),
NetSuite::Records::Customer.new(:internal_id => 2),
]
}
]
}
]
},
# the column syntax is a WIP. This will change in the future
columns: {
'tranSales:basic' => [
'platformCommon:internalId/' => {},
'platformCommon:email/' => {},
'platformCommon:tranDate/' => {}
],
'tranSales:accountJoin' => [
'platformCommon:internalId/' => {}
],
'tranSales:contactPrimaryJoin' => [
'platformCommon:internalId/' => {}
],
'tranSales:customerJoin' => [
'platformCommon:internalId/' => {}
],
'tranSales:itemJoin' => [
'platformCommon:customFieldList' => [
'platformCore:customField/' => {
'@internalId' => 'custitem_apcategoryforsales',
'@xsi:type' => "platformCore:SearchColumnSelectCustomField"
}
]
]
},
preferences: {
page_size: 10,
# only returning body fields increases performance!
body_fields_only: true
}
}).results
# Search for SalesOrder records with a "Pending Approval" status using the TransactionStatus enum value.
# https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2016_2/schema/enum/transactionstatus.html
NetSuite::Records::SalesOrder.search(
criteria: {
basic: [
{
field: 'type',
operator: 'anyOf',
value: ['_salesOrder'],
},
{
field: 'status',
operator: 'anyOf',
value: ['_salesOrderPendingApproval'],
},
],
},
)
NetSuite::Records::ItemFulfillment.search({
criteria: {
basic: [
{
field: 'type',
operator: 'anyOf',
type: 'SearchEnumMultiSelectField',
value: ["_itemFulfillment"]
},
{
field: 'lastModifiedDate',
type: 'SearchDateField',
operator: 'within',
value: [
DateTime.now - 2.hours,
DateTime.now
]
}
],
createdFromJoin: [
{
field: 'type',
operator: 'anyOf',
value: [ '_salesOrder' ]
},
{
field: 'internalIdNumber',
operator: 'notEmpty'
}
]
},
preferences: {
pageSize: 1000,
bodyFieldsOnly: false
}
}).results
# basic search with pagination / SearchMorewithId
search = NetSuite::Records::Customer.search(
criteria: {
basic: [
{
# no operator for booleans
field: 'isInactive',
value: false,
},
]
},
preferences: {
page_size: 10,
}
)
search.results_in_batches do |batch|
puts batch.map(&:internal_id)
end
# item search
NetSuite::Records::InventoryItem.search({
criteria: {
basic: [
{
field: 'type',
operator: 'anyOf',
type: 'SearchEnumMultiSelectField',
value: [
'_inventoryItem',
# note that the naming conventions aren't consistent: AssemblyItem != _assemblyItem
# https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2014_1/schema/enum/itemtype.html
'_assembly'
]
},
{
field: 'isInactive',
value: false
}
]
}
}).results.first
# set body_fields_only = false to include the majority of lists associated with records in the XML response
# Some lists you just can't include with searches (a customer's AddressBookList, for example)
# In order to get the full record data for those records whose lists aren't included when body_fields_only = false
# you will have to run a get_list call on the resulting internalIds returned from the search you've executed
search = NetSuite::Records::File.search({
preferences: {
body_fields_only: false,
page_size: 20
}
})
search.results_in_batches do |batch|
batch.each do |file|
next unless file.file_type == "_JAVASCRIPT"
puts Base64.decode64(file.content)
end
end
# the getList operation
NetSuite::Records::CustomRecord.get_list(
# netsuite internalIDs
list: [1,2,3],
# only needed for a custom record
type_id: 1234,
# allow inclomplete results (defaults to false)
allow_incomplete: true
).each do |record|
# do your thing...
end
# Adding a Customer Deposit example. The customer associated with the
# sales order would be linked to the deposit.
deposit = CustomerDeposit.new
deposit.sales_order = RecordRef.new(internal_id: 7279)
deposit.payment = 20
deposit.add# making a call that hasn't been implemented yet
NetSuite::Configuration.connection.call :get_customization_id, message: {
'platformMsgs:customizationType' => { '@getCustomizationType' => 'customRecordType'},
'platformMsgs:includeInactives' => 'false'
}
server_time_response = NetSuite::Configuration.connection.call :get_server_time
server_time_response.body[:get_server_time_response][:get_server_time_result][:server_time]
# getting a list of states
states = NetSuite::Configuration.connection.call(:get_all, message: {
'platformCore:record' => {
'@recordType' => 'state'
}
})
states.to_array.first[:get_all_response][:get_all_result][:record_list][:record].map { |r| { country: r[:country], abbr: r[:shortname], name: r[:full_name] } }SuiteSync, the Stripe-NetSuite integration uses this gem and funds the majority of it's development and maintenance.
I generally refer to the Netsuite Schema Browser as a source of truth over the actions, records, and fields that you see in this gem. That documentation can be found here: https://www.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2018_1/schema/record/account.html?mode=package
**One note is to be mindful of the version that you are looking at in the schema browser and the version that you are using when you configure the netsuite credentials.
attach.rb--> lib/netsuite/actions/attach.rb Based on the Netsuite Schema documentation, we added in the attach action functionality. This is primarily used to attach records considered File Cabinate
If you see the record in the netsuite schema browser, you can easily add it to the records in this gem. Use the fields and sub lists mentioned in the Netsuite schema browser to build out the record file following the same format as the other record files.
We made a few changes to the configuration.rb file. The check credentials method and set attributes methods were added to support the updated way of passing credentials. In the connection method, we also added the ability to set the wsdl and the endpoint level for the Savon client that is configured. This was required to connect to Netsuite api versions 2020+