Netsuite

Learn how to automate NetSuite operations using Abstra connectors through practical, focused tutorials.

Getting Started

Prerequisites

• NetSuite account with API access
• NetSuite credentials (Account ID, Consumer Key/Secret, Token ID/Secret)
• Abstra project

Quick Setup

1. Add NetSuite connector in Abstra Console
2. Enter your credentials
3. Enable required resources:
   • suiteQL - Query data
   • fileCabinet - File operations
   • soap - Attach operations
   • rest/purchaseOrder - Purchase order management

Test your connection:

from abstra.connectors import run_connection_action

result = run_connection_action(
    "netsuite",
    "query",
    {"query": "SELECT COUNT(*) as total FROM vendor"}
)
print(f"✓ Connection works! Total vendors: {result['data']['items'][0]['total']}")

📁 File Cabinet Tutorials

Learn how to manage files in NetSuite File Cabinet:

1. Uploading Files

Upload files to NetSuite with proper encoding, folder management, and error handling.

You'll learn:

• Basic file upload
• Upload to specific folders
• Supported file types
• Batch uploads
• Error handling

# Quick example
with open("document.pdf", "rb") as f:
    content = base64.b64encode(f.read()).decode('utf-8')

result = run_connection_action("netsuite", "add_file", {
    "name": "document.pdf",
    "content": content,
    "fileType": "PDF"
})

2. Searching Files

Find files using SuiteQL queries with various search criteria.

You'll learn:

• Search by name, date, type, size
• Complex queries with multiple criteria
• Pagination techniques
• Count and aggregate queries

# Quick example
result = run_connection_action("netsuite", "query", {
    "query": """
        SELECT id, name, filesize
        FROM File
        WHERE name LIKE '%invoice%'
        FETCH FIRST 10 ROWS ONLY
    """
})

3. Retrieving and Updating Files

Get file details, download content, update properties, and delete files.

You'll learn:

• Retrieve file information
• Download file content
• Update file properties
• Replace file content
• Delete files safely
• Bulk operations

# Quick example - get file details
file_details = run_connection_action("netsuite", "get_file", {
    "fileId": "654321"
})
print(f"File: {file_details['data']['name']}")

4. Attaching Files to Records

Link files to purchase orders, invoices, customers, and other NetSuite records.

You'll learn:

• Attach files to different record types
• Upload and attach workflow
• Attach multiple files
• Share files across records
• Error handling

# Quick example
run_connection_action("netsuite", "attach", {
    "attachTo": {"type": "purchaseOrder", "internalId": "501628"},
    "attachedRecord": {"type": "file", "internalId": "654321"}
})

5. Searching Files Attached to Records

Find files attached to transactions using SOAP Advanced Search.

You'll learn:

• Search files attached via SOAP attach
• Query attachments by transaction ID
• Handle different transaction types
• Download attached file content
• Compare SuiteQL vs SOAP approaches

# Quick example - find files attached to a PO
result = run_connection_action("netsuite", "search_transaction_files", {
    "transactionId": "670932",
    "transactionType": "purchaseOrder"
})
for file in result['data']['files']:
    print(f"{file['fileName']} ({file['fileType']})")

📋 Purchase Order Tutorials

Master purchase order operations in NetSuite:

1. Searching Purchase Orders

Find and filter purchase orders using various criteria.

You'll learn:

• Search by status, date, vendor
• Filter multiple statuses
• Group and aggregate
• Pagination for large datasets
• Build reusable search functions

# Quick example - find pending approval orders
result = run_connection_action("netsuite", "query", {
    "query": """
        SELECT t.id, t.tranid, t.trandate, ts.name as status
        FROM transaction t
        LEFT JOIN TransactionStatus ts ON t.status = ts.id
        WHERE t.type = 'PurchOrd' AND ts.name = 'Pending Approval'
        ORDER BY t.trandate DESC
    """
})

2. Reading Purchase Order Details

Retrieve complete purchase order information including all fields and relationships.

You'll learn:

• Get PO by ID or number
• Understand standard fields
• Parse approval status
• Read financial details
• Get vendor information
• Export to JSON/CSV

# Quick example - get complete PO details
result = run_connection_action("netsuite", "query", {
    "query": """
        SELECT t.*, ts.name as status_name, v.companyname as vendor_name
        FROM transaction t
        LEFT JOIN TransactionStatus ts ON t.status = ts.id
        LEFT JOIN vendor v ON t.entity = v.id
        WHERE t.tranid = 'PO2024-001' AND t.type = 'PurchOrd'
    """
})

3. Filtering by Custom Fields

Search and filter purchase orders using company-specific custom fields.

You'll learn:

• Discover available custom fields
• Filter by department, cost center, project
• Search by approver or creator
• Filter by amount ranges
• Handle NULL custom fields
• Build flexible search functions

# Quick example - filter by department and approver
result = run_connection_action("netsuite", "query", {
    "query": """
        SELECT t.id, t.tranid, t.custbody7 as department,
               t.custbody15 as approver, ts.name as status
        FROM transaction t
        LEFT JOIN TransactionStatus ts ON t.status = ts.id
        WHERE t.type = 'PurchOrd'
          AND t.custbody7 = '5'
          AND t.custbody15 = '789'
          AND ts.name = 'Pending Approval'
    """
})

4. Creating Purchase Orders

Complete workflow for creating purchase orders and attaching supporting documents.

You'll learn:

• Query for required IDs (vendors, items, subsidiaries)
• Create purchase orders via REST API
• Upload files
• Attach files to purchase orders
• Handle errors
• Complete end-to-end workflow

# Quick example - create PO
po_result = run_connection_action("netsuite", "post_purchase_order", {
    "data": {
        "entity": {"id": vendor_id},
        "subsidiary": {"id": subsidiary_id},
        "tranDate": "2025-01-01",
        "item": {
            "items": [{
                "item": {"id": item_id},
                "quantity": 10,
                "rate": 50.00
            }]
        }
    }
})

Common Patterns

Upload and Attach Pattern

import base64

# 1. Upload file
with open("contract.pdf", "rb") as f:
    content = base64.b64encode(f.read()).decode('utf-8')

file_result = run_connection_action("netsuite", "add_file", {
    "name": "contract.pdf",
    "content": content,
    "fileType": "PDF"
})

# 2. Attach to record
run_connection_action("netsuite", "attach", {
    "attachTo": {"type": "purchaseOrder", "internalId": po_id},
    "attachedRecord": {"type": "file", "internalId": file_result['data']['id']}
})

Search and Process Pattern

# 1. Find files
files = run_connection_action("netsuite", "query", {
    "query": "SELECT id, name FROM File WHERE name LIKE '%invoice%'"
})

# 2. Process each file
for file in files['data']['items']:
    details = run_connection_action("netsuite", "get_file", {
        "fileId": str(file['id'])
    })
    # ... process file

Bulk Operations Pattern

def process_files_in_batches(file_ids, operation, batch_size=10):
    for i in range(0, len(file_ids), batch_size):
        batch = file_ids[i:i + batch_size]
        for file_id in batch:
            run_connection_action("netsuite", operation, {"fileId": file_id})
        time.sleep(1)  # Rate limiting

Quick Reference

File Operations

Action	Purpose	Key Parameters
add_file	Upload file	name, content, fileType
get_file	Get file details	fileId
update_file	Update file	fileId, fields to update
delete_file	Delete file	fileId
attach	Attach file to record	attachTo, attachedRecord
search_transaction_files	Search files attached to transaction	transactionId, transactionType
query	Search files	query (SuiteQL)

Common File Types

Type	Value
PDF	PDF
Excel	EXCEL
Word	WORD
Plain Text	PLAINTEXT
JavaScript	JAVASCRIPT
CSV	CSV
PNG	PNGIMAGE
JPEG	JPGIMAGE

Common Record Types

Record	Type Value
Purchase Order	purchaseOrder
Sales Order	salesOrder
Invoice	invoice
Vendor Bill	vendorBill
Customer	customer
Vendor	vendor

Best Practices

File Naming

# ✅ Good: Descriptive with date
f"invoice_vendor123_{datetime.now().strftime('%Y%m%d')}.pdf"

# ❌ Bad: Generic
"document.pdf"

Error Handling

try:
    result = run_connection_action("netsuite", "add_file", params)
except Exception as e:
    print(f"Error: {str(e)}")

Base64 Encoding

# ✅ Always use binary mode
with open("file.pdf", "rb") as f:
    content = base64.b64encode(f.read()).decode('utf-8')

SuiteQL Queries

# ✅ Use FETCH FIRST (not LIMIT)
"SELECT id FROM File FETCH FIRST 10 ROWS ONLY"

# ✅ File types have underscore prefix
"WHERE filetype = '_PDF'"

Troubleshooting

"Action attach not found"

• Enable soap resource in your NetSuite connection configuration

"File size exceeds limit"

• NetSuite SOAP API has a 10MB file size limit

"Invalid file type"

• Ensure fileType parameter matches actual file content
• Use uppercase: PDF, EXCEL, PLAINTEXT

"Unknown identifier" in SuiteQL

• Use FETCH FIRST N ROWS ONLY instead of LIMIT N
• File types in queries need underscore: _PDF, _EXCEL

"Permission denied"

• Check NetSuite role has File Cabinet permissions
• Verify user has Attach Files to Records permission

Resources

• NetSuite SuiteQL Documentation
• NetSuite REST API Guide
• NetSuite SOAP API Guide
• Abstra Connectors Reference

Need Help?

• Check the specific tutorial for detailed examples
• Review error messages in troubleshooting sections
• Test with small files first
• Verify credentials and permissions