Connecting to NetSuite
This topic refers to functionality that is not available to accounts on the Quickbase Essential plan. If the functionality described here does not match what you're seeing in Quickbase, your account is probably on this plan.
Connect to NetSuite to bring data from NetSuite into a connected table in your Quickbase app and keep it in sync automatically.
To connect to NetSuite:
From the table bar, click New Table and then select Using connected data.
Name your table, click Next, and then select NetSuite.
Enter your NetSuite user name, password, organization, and role.
Organization:Enter the NetSuite Internal Account ID.
To find this, access NetSuite and select Setup > Integration > Web Services Preferences. Copy the Account ID; for example, TSTDRV1167933.
Role: Enter the NetSuite Role Name, or if you have a custom role, the numeric Role ID. Roles grant various permissions.
- To find role names, access NetSuite, click Account information, and select View All Roles.
- To find the role ID for a custom role, access Setup Users/Roles; Search. The role ID displays in the Internal ID column. If you don't see this column, use Edit View to add it.
Create your connected table. See Adding a connected table to your app or click the Help icon in the top right, while creating your table, and we'll guide you along.
View, test, or delete your connections
To view details about your connection and test, change, or delete connections, click the user dropdown on the Global bar, then click My preferences. Your connections display in the My Connections area.
View connected table details and history
To view Details about your connected table, including the connected service, connection owner, connected fields, filter, and schedule for the connected table, access the connection in Table Settings. You can also view a History of recent refreshes, and edit the connection filter, refresh schedule, or switch to use a different connection, if necessary.
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