NetSuite
Enabling
To use the NetSuite integration, the module must be enabled. Depending on your subscription plan, there may be an additional fee. Please contact our support team for more information.
Connecting
In NetSuite, go to “Setup → Company → Enable Features”:
Enable web services
Enable SOAP services
Enable token-based authentication
In NetSuite, go to “Setup → Integrations” and add a new integration.
Select only the Token-Based Authentication option.
Save and record the consumer key and consumer token.
Go to “Setup → Users/Roles → Access Tokens” and add new tokens for another user. If adding tokens for your own user, use the “manage access tokens” link from the bottom-left of the home page.
Add and record new access tokens.
In Ad Orbit, navigate to Settings > Integrations > NetSuite > Setup. Enter the account and the user and consumer tokens.
The “Administration → Integrations → NetSuite” permission is required to access this setup page and manage the connection.
The account is the domain of the NetSuite site URL:
Example: “123456” in https://123456.app.netsuite.com/
Product Mapping
A user must have permission to map products to NetSuite. This can be found by editing a user and finding the “Product Mapping” permission under Settings > Users > User Setup - Administration - Billing - Product Mapping.
Once permission is granted, mapping can be set up by navigating to Settings > Billing > Product Mapping.
Click the “Sync NetSuite Products” action after connecting.
Set up product mapping by Ad Orbit product type. Click here for more information about product mapping.
Be sure to also map Special Invoices. Every invoice and product must be mapped to a NetSuite item and, for the correct subsidiary, pushed to NetSuite.
Map taxes as well if taxes are used in Ad Orbit.
NetSuite Class Mapping
NetSuite classes can be mapped to either Ad Orbit Company Categories or to Ad Orbit publications.
Sync NetSuite Classes from the Ad Orbit Company Category page.
Edit Publications or Company Categories to manually map records.
Syncing Additional Fields
Sync the following entities and review matches. Mapping should not be necessary, but names may need to be adjusted for accurate matching:
Currency
Payment Terms
Payment Methods
To enable exporting, a user with the “System Configurations” administration permission will need to navigate to Settings > System Configurations.
Under “Data → Exports” the following configurations should be set:
Enable Nightly Export Processing to “Yes”
Export Companies Format to “NetSuite”
Export Invoices Format to “NetSuite”
Export Payments Format to “NetSuite”
If nightly processing is enabled, records are automatically pushed to NetSuite nightly. You must have the “Administration → Export Generation & History” user permission to review the exported data. Navigate to Settings >Data Import/Export > Generate Exports to view previous export files.
With the additional “Administration → Export Generation & History → NetSuite Export” user permission, records that have been flagged for export can be manually exported by selecting the “Generate Exports and Push to NetSuite” action.
To check for any errors that may have occurred, a user with the same “Export Generation & History” permission can navigate to Settings > Data Import/Export > Export History.
New 3/17/2026