NetSuite Integration
Connect NetSuite ERP with Arcliance for automated compliance
Overview
The NetSuite integration enables automatic synchronization of customers, vendors, and sales orders between NetSuite and Arcliance. Compliance decisions are pushed back to NetSuite custom fields for visibility in your ERP.
What Gets Synced
Inbound (NetSuite → Arcliance)
- Customers → Trading Partners
- Vendors → Trading Partners
- Sales Orders → Transactions
- Item records → Products (optional)
Outbound (Arcliance → NetSuite)
- Compliance status → Custom field on transaction
- Screening results → Custom field on customer/vendor
- Approval decisions → Custom field
- Risk scores → Custom field
Setup Instructions
- Create NetSuite Integration
In NetSuite: Setup → Integration → Manage Integrations → New. Enable Token-Based Authentication.
- Create Access Token
In NetSuite: Setup → Users/Roles → Access Tokens → New. Select your integration and role.
- Note Credentials
Record: Account ID, Consumer Key, Consumer Secret, Token ID, Token Secret.
- Add Connector in Arcliance
Go to Administration > Connectors, add NetSuite ERP.
- Enter Credentials
Enter the credentials from step 3.
- Test Connection
Click Test Connection to verify setup.
- Initial Sync
Click Sync Now to import existing records.
Custom Fields Required
Create these custom fields in NetSuite to receive compliance data:
| Field ID | Type | Apply To |
|---|---|---|
| custbody_arcliance_status | List | Transaction Body |
| custbody_arcliance_tx_id | Text | Transaction Body |
| custbody_risk_score | Integer | Transaction Body |
| custentity_screening_status | List | Customer/Vendor |
Sync Schedule
Configure sync frequency based on your needs:
- Real-time: Enable webhooks for immediate sync
- Hourly: Catch-up sync for any missed records
- Daily: Full reconciliation
Testing Mode
Use Mock Mode to test the integration without a NetSuite account:
- Add NetSuite ERP connector
- Enable "Use Mock Data" toggle
- Click Sync to import sample data
- Test workflows with mock transactions
Visit Administration > NetSuite Sandbox to see available mock data.
Troubleshooting
Connection Failed
Verify credentials are correct. Check that the integration is enabled and the token has not expired.
Records Not Syncing
Check the sync log for errors. Ensure the NetSuite role has access to the required record types.
Custom Fields Not Updating
Verify custom fields exist with correct IDs. Check role permissions for custom field access.