Ordermentum integrates with NetSuite to help automate your orders, invoices, stock management, and payments.

This guide explains how to set up the integration and covers common configuration options like stock tracking, auto-reconciliation, finalised invoices, credit note syncing, marking invoices as paid, and handling surcharges and freight.

What does the NetSuite Integration do?

Once connected, Ordermentum can:

Sync orders or invoices from Ordermentum to NetSuite
Sync customers and products
Sync stock levels from NetSuite into Ordermentum (optional)
Auto-reconcile payments (optional)
Sync finalised invoices from NetSuite back into Ordermentum (optional)
Sync credit notes from NetSuite into Ordermentum (optional)
Mark invoices as paid in Ordermentum when marked as paid in NetSuite (optional)

1. Set up in NetSuite

Prerequisites

Before you start, make sure:

You have Administrator access to your NetSuite account
SuiteTalk (Web Services) and REST Web Services are enabled in NetSuite

How to find your NetSuite Account ID

Log in to NetSuite
Go to Setup → Company → Company Information
Find your Account ID on the right-hand side under the time zone
Keep this handy — you’ll need it later

Enable Features in NetSuite

Go to Setup → Company → Enable Features
Under the SuiteCloud tab, enable:
- REST Web Services
- Token-Based Authentication (TBA)
Save

Create a Role for the Integration

Go to Setup → Users/Roles → Manage Roles → New
Create a new role with these permissions:

Setup Tab:

Access Token Management
User Access Tokens
Log in using Access Tokens
Rest Web Services

Transactions Tab:

Sales Order (Full)
Invoice (Full)
Find Transaction (View)
Credit Note (View)
Customer Payment (Full)
Customer Deposit (Full)

Lists Tab:

Customers (View)
Items (View)
Locations (View)

Reports Tab:

SuiteAnalytics Workbook

Under Authentication, tick Web Services Only Role.

Save the role.

Create an API User

Go to Setup → Users/Roles → Manage Users → New
Create a new user for the integration
Assign the role you created above
Save the user

Create an Integration Record

Go to Setup → Integration → Manage Integrations → New
Enter a name like "Ordermentum Integration"
Tick Token-Based Authentication (TBA)
Tick User Credentials
Do not tick OAuth 2.0 or Authorisation Flow (make sure they are unticked)
Save

Important: After saving, note down the Client ID and Client Secret — you’ll need these later.

Generate Access Tokens

Go to Setup → Users/Roles → Access Tokens → New
Select:

User: The API user you created
Role: The role you created
Integration: The integration record you created

Save

Important: Note down the Token ID and Token Secret — you’ll need these later.

2. Set up in Ordermentum

In Ordermentum, go to Settings → Integrations → NetSuite Integration
Enter the following details from your NetSuite setup:

Account ID
Client ID
Client Secret
Token ID
Token Secret

Choose Sync Type

Decide whether to sync:

Orders → NetSuite
OR Invoices → NetSuite

You can only choose one.

NetSuite Properties in Ordermentum

These are the properties you can set on products and customers in Ordermentum to assist with mapping to NetSuite:

Property	Applies to	Description
`netsuite_id`	Orders / invoices, Customers and Products	Internal ID of the product or customer in NetSuite
`netsuite_department_id`	Orders / invoices and Customers	Internal ID of the department in NetSuite to assign to this product or customer
`netsuite_class_id`	Orders / invoices and Customers	Internal ID of the class in NetSuite to assign to this product or customer
`netsuite_sales_rep`	Orders / invoices and Customers	Internal ID of the sales rep in NetSuite to assign to this customer
`netsuite_freight_id`	Orders / invoices and Customers	Internal ID of the product in NetSuite used for freight line items
`netsuite_location_id`	Orders / invoices and Customers	Internal ID of the NetSuite location associated with this customer

Mapping Customers and Products

To successfully sync customers and products between Ordermentum and NetSuite, each customer and product in Ordermentum must be mapped to its corresponding record in NetSuite.

There are two ways to map customers and products:

Using the Product Fields or Customer Fields tab in the NetSuite Integration settings. This allows you to manually map each product or customer to its corresponding NetSuite internal ID.
By setting NetSuite properties directly on the product or customer record in Ordermentum. For example, setting the netsuite_id property with the internal ID from NetSuite.

Mapping is required for a successful sync. If a product or customer is not mapped correctly, the sync will fail.

3. Optional Features

Stock Tracking

Stock tracking allows Ordermentum to sync stock levels from NetSuite for order validation.

Stock tracking needs to be enabled in Ordermentum. For more information about enabling stock tracking, see Tracking stock quantities with Ordermentum.

Once stock tracking is enabled:

In the NetSuite Integration settings:

Tick Reflect stock from NetSuite in Ordermentum
Choose which NetSuite field to use for stock levels (e.g., Available or On-hand)
Enter the NetSuite stock location IDs to sync stock from

Entering Stock Location IDs

Enter the NetSuite stock location IDs as a comma-separated list of numbers (e.g., 3,1,2)
Each number is the internal NetSuite ID of the location
Only stock levels from these locations will sync into Ordermentum
The location entered first will be used as the default location for stock levels

Best Practice

Limit the number of locations to avoid reaching NetSuite's API limits

Auto-Reconciliation

Auto-reconciliation allows payments and deposits created in NetSuite to sync into Ordermentum automatically.

To enable:

Tick Auto-Reconciliation in the integration settings
Enter the internal NetSuite IDs for:

Bank Account
Payment Class / Location / Department
Deposit Class / Location / Department

Finalised Invoice Sync

Finalised invoice sync allows orders created in Ordermentum to sync to NetSuite — and once invoiced in NetSuite, the invoice will sync back into Ordermentum.

Requirements:

Sync type must be Orders
Purchasers must be set to Manual Invoicing in Ordermentum

Invoices sync back into Ordermentum once per hour (on the hour).

To enable:

Tick Finalised Invoice Sync in the integration settings.

Credit Note Syncing

When enabled, credit notes created in NetSuite will also be synced into Ordermentum.

Key things to know:

Sync runs hourly
Credit notes are fetched from NetSuite and created in Ordermentum
You can enable this by ticking Inbound Credit Note in the integration settings

Mark Invoices as Paid

When enabled, invoices that are marked as paid in NetSuite will also be marked as paid in Ordermentum.

Key things to know:

Sync runs hourly
This setting can be enabled in the NetSuite Integration settings by ticking Mark Invoice as Paid

Surcharges and Freight

In the NetSuite Integration settings in Ordermentum, you can configure the Surcharge Item ID. This is the internal ID of the item in NetSuite that will be used for surcharges.

When orders are synced from Ordermentum to NetSuite:

Freight amounts will appear as a line item in the NetSuite invoice
Surcharge amounts will also appear as a line item

Ensure appropriate products or codes are set up in NetSuite to handle freight and surcharge line items.

Frequently Asked Questions

Can I sync both orders and invoices?

No — you need to choose one.

How often does data sync?

Orders and invoices sync in real time
Finalised invoices sync hourly
Credit notes sync hourly
Mark Invoices as Paid syncs hourly.

Who do I contact for help?

Please contact Ordermentum Support

Setting Up Netsuite Integration (Netsuite Side - Deprecated)

Setting Up the NetSuite Integration (Ordermentum Side - Deprecated)

Setting Up NetSuite Product Stock Verification in Ordermentum (deprecated)

Set up your Unleashed integration with Ordermentum

How Auto-Reconciliation Works with NetSuite

Setting up the NetSuite Integration with Ordermentum (New)