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NetSuite Saved Search best practices for integration

Running into any roadblocks regarding the integration options for NetSuite Saved Searches?  

First, to find the Saved Search internal ID (numeric) ID just look for the ID which is at the end of the NetSuite Saved Search URL in your browser when you run it to see a Saved Search you are dealing with today. Be sure the Saved Search is set to "Public" in NetSuite as well.

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Based on the screenshot above, when you select "Specific NetSuite Saved Search" under Records to Sync, the when you specify the ID, TYPE, the record(s) under the Saved Search ID will be synced to that new/existing specified Marketing Automation List Name.

 

By selecting a Saved Search to test out or to use in your integration will allow your integration to review all your NetSuite records with valid email addresses and then narrow down to just the Saved Search(es) which will allow better segmentation in your target software. 

 

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Using NetSuite criterion to narrow down NetSuite records in a Saved Search for use in your integration:

When building your Saved Search for use in an integration note that sometimes what runs in NetSuite will not work with their API. The last modified date criteria addition does not work for "Use Expressions" with OR logic. It will produce an incorrect Saved Search result.

Let's get a bit into the weeds here so your NetSuite Saved Search will follow best practice for integration.

Please put one more outermost parenthesis in this use case below:

(Inactive = false AND .. AND ..) OR Name/ID = ... OR Name/ID = ...

TO

(( Inactive = false AND .. AND .. ) OR Name/ID = ... OR Name/ID = ...)

If Saved Search criteria "Use Expressions" is checked then criteria MUST be wrapped with parenthesis "(" and  ")"

SyncApps will need to add one more last modified criteria.

If wrapper parenthesis is not added then the NetSuite Saved Search could produce an incorrect result especially if criteria contain OR logic.

For example:

Name = "A" OR Name = "B" must be changed to (Name = "A" OR Name = "B")

If you get any permissions Error on Sync Profile or NetSuite Saved Search with the internal ID x does not exist, please go to the following URL to review NetSuite Role and TBA permissions solution.

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Note:

  • Do not use the Summary Saved Searches because they are not supported in NetSuite API.
  • Formula fields cannot be retrieved using NetSuite's Saved Search API.

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year integrating NetSuite!

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Feel free to reach out 24/7 to our Support Team if you get stuck.

 

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