Transform to Estimate is a powerful feature that simplifies the process of converting customer information into estimates within the NetSuite platform. By seamlessly integrating customer data with estimation functionalities, this action enhances your ability to generate accurate and timely estimates for your clients. It streamlines your workflow, allowing you to focus on delivering exceptional service while ensuring that your estimates reflect the most current customer details. This makes it an invaluable tool for businesses of all sizes looking to improve their sales processes and enhance customer satisfaction.
Configuration
NetSuite - Connection (ver. 1.0.0)
URL
URL of your NetSuite instance.
Account ID
Account ID for NetSuite API.
Consumer Key
Consumer key for NetSuite API.
Consumer Secret
Consumer secret for NetSuite API.
Token ID
Token ID for NetSuite API.
Token Secret
Token secret for NetSuite API.
NetSuite - Configuration (ver. 1.0.0)
Error behavior
The available values are:
Fail and return response: The connector fails at the specified line but generates output with error details.
Fail without response: The connector fails - the error will be displayed only in the log.
Do not fail and return response: The connector does not fail but generates output records that may be marked with an error and detailed information.
Input & Output Schema
Input
NetSuite - Transform Customer To Estimate Request (ver. 1.7.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer in NetSuite
Estimate
NetSuite - Estimate v1.5.0
No
Represents the estimate associated with the customer in NetSuite
NetSuite - Status (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom data related to the credit memo
NetSuite - Bill Country (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Source (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Forecast Type (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer in NetSuite
RefName
String
Yes
The reference name for the customer used in the connector
CustomFields
JSON
Yes
Additional custom attributes related to the customer
NetSuite - Estimate Accounting Book Detail Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite instance for API calls
TotalResults
Integer
Yes
Indicates the total number of customer records retrieved
Count
Integer
Yes
Represents the number of customer records in the current response
HasMore
Bool
Yes
Indicates if there are more customer records available for retrieval
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Estimate Accounting Book Detail Element v1.3.0
Yes
Contains the list of customer records retrieved from NetSuite
CustomFields
JSON
Yes
Holds any additional custom fields associated with the customer records
NetSuite - Estimate Billing Address (ver. 1.4.0)
Column
Data type
Allow null
Description
Zip
String
Yes
Represents the postal code of the customer address
Country
NetSuite - Country v1.4.0
Yes
Indicates the country of the customer
Addr2
String
Yes
Contains additional address information
City
String
Yes
Specifies the city of the customer address
Addr1
String
Yes
Represents the primary address line of the customer
LastModifiedDate
DateTime
Yes
Records the last date and time the customer information was modified
Addr3
String
Yes
Provides further address details if needed
ExternalID
String
Yes
Unique identifier for the customer in external systems
AddrPhone
String
Yes
Contains the phone number associated with the customer address
Addressee
String
Yes
Specifies the name of the person or entity receiving the address
Attention
String
Yes
Indicates any specific attention required for the address
Override
Bool
Yes
Determines if the existing address should be overridden
State
String
Yes
Specifies the state or region of the customer address
AddrText
String
Yes
Provides a formatted text representation of the address
RefName
String
Yes
Represents a reference name for the customer
Links
NetSuite - Ns Link v1.1.0
Yes
Contains links to related resources or records
CustomFields
JSON
Yes
Holds additional custom field data for the customer
NetSuite - Estimate Ship Group Collection (ver. 1.4.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite instance for API interactions
TotalResults
Integer
Yes
Represents the total number of customer records retrieved
Count
Integer
Yes
Indicates the number of customer records in the current response
HasMore
Bool
Yes
Indicates if there are more customer records available for retrieval
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Estimate Ship Group Element v1.2.0
Yes
Contains the list of customer records returned in the response
CustomFields
JSON
Yes
Holds any additional custom field data associated with the customer records
NetSuite - Estimate Shipping Address (ver. 1.4.0)
Column
Data type
Allow null
Description
Zip
String
Yes
Represents the postal code of the customer location
Country
NetSuite - Country v1.4.0
Yes
Indicates the country of the customer
Addr2
String
Yes
Contains additional address information
City
String
Yes
Specifies the city of the customer
Addr1
String
Yes
Contains the primary address line for the customer
LastModifiedDate
DateTime
Yes
Records the last date and time the customer information was modified
Addr3
String
Yes
Provides further address details if necessary
ExternalID
String
Yes
Unique identifier for the customer in external systems
AddrPhone
String
Yes
Contains the phone number associated with the customer address
Addressee
String
Yes
Specifies the name of the person or entity to whom the address belongs
Attention
String
Yes
Indicates any specific attention required for the address
Override
Bool
Yes
Determines if the existing customer data should be overridden
State
String
Yes
Specifies the state or region of the customer
AddrText
String
Yes
Provides a full text representation of the address
RefName
String
Yes
Contains a reference name for the customer
Links
NetSuite - Ns Link v1.1.0
Yes
Contains links to related records or resources
CustomFields
JSON
Yes
Holds any custom fields associated with the customer
NetSuite - Country (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Estimate Accounting Book Detail Element (ver. 1.3.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the connection link to the NetSuite instance
ExchangeRate
Double
Yes
Indicates the currency exchange rate for transactions
RefName
String
Yes
Provides a reference name for the customer record
Subsidiary
NetSuite - ID v1.2.0
Yes
Identifies the subsidiary associated with the customer
AccountingBook
NetSuite - Ns Resource v1.6.0
Yes
Specifies the accounting book linked to the customer
CustomFields
JSON
Yes
Contains any custom fields related to the customer record
NetSuite - Estimate Ship Group Element (ver. 1.2.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the connection to the NetSuite API
ShippingRate
Double
Yes
Indicates the calculated shipping cost for the order
UniqueKey
Integer
Yes
Serves as a unique identifier for the customer record
SourceAddress
String
Yes
Contains the address from which the shipment originates
Weight
Double
Yes
Specifies the total weight of the shipment
HandlingRate
Double
Yes
Represents the cost associated with handling the shipment
ID
Integer
Yes
Unique identifier for the customer in NetSuite
DestinationAddress
String
Yes
Contains the address where the shipment is to be delivered
ShippingMethod
String
Yes
Describes the method of shipping selected for the order
RefName
String
Yes
Provides a reference name for the customer record
CustomFields
JSON
Yes
Holds additional custom data related to the customer
NetSuite - Item Type (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Bill Variance Status (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer in NetSuite
RefName
String
Yes
Display name of the customer used in the connector
CustomFields
JSON
Yes
Additional custom attributes related to the customer
NetSuite - Item Subtype (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Cost Estimate Type (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Ship Carrier (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
