Overview

NetSuite is a cloud-based ERP platform used by organizations to manage financials, customer records, orders, inventory, and other core business data. It provides a unified system of record that teams use to run operations and keep business information consistent across departments.

Common uses for the Alchemer NetSuite integration

• Personalize invites and surveys with information in NetSuite
• Use NetSuite record fields in survey logic
• Automate data retrieval and updates between Alchemer and NetSuite
• Reduce manual data entry and record maintenance
• Keep NetSuite records synchronized with responses collected in Alchemer
• Create new NetSuite records from survey data

What can the Alchemer NetSuite integration do?

• Get record
• Create record
• Update record
• Upsert record

You will need

• NetSuite API access and credentials. More details in the authentication how-to guide.
• An Alchemer plan that includes integrations and the Integration Manager permission enabled.
  • Contact us if you are unsure if your plan includes integrations.

Setup Alchemer NetSuite integration in surveys

NetSuite | Get Record

You will need:

• NetSuite API credentials
• A survey field containing a unique identifier for the NetSuite record

Configure the action

1. Open your survey in Survey Builder.
2. Select Add New: Action.
3. In the Add Action modal, scroll to the Your Integrations section.
4. Select NetSuite.
5. Select NetSuite | Get Record.
6. NetSuite | Authentication: Select an existing authentication or create a new one.
7. NetSuite | Select record type: Please enter the NetSuite record type you would like to use.
8. NetSuite | Find Record: Select the fields in this survey that contain the values you want to use to find the specific record in NetSuite.
9. NetSuite | Get data back: Select the fields that you would like to get back.
10. Save the action.

Status codes

• 200: Successfully retrieved record
• 201: Query ran successfully, but no records were found
• 202: Multiple records were found. The first record was returned
• 400: The external integration returned an error.

NetSuite | Create Record

You will need:

• NetSuite API credentials
• Survey fields containing the data used to create the record

Configure the action

1. Open your survey in Survey Builder.
2. Select Add New: Action.
3. In the Add Action modal, scroll to the Your Integrations section.
4. Select NetSuite.
5. Select NetSuite | Create Record.
6. NetSuite | Authentication: Select an existing authentication or create a new one.
7. NetSuite | Select record type: Please enter the NetSuite record type you would like to use.
8. NetSuite | Create Record: Select the fields in this survey that contain the values you want to use to create the specific record in NetSuite.
9. NetSuite | Get data back: Select the fields that you would like to get back.
10. Save the action.

Status codes

• 200: Successfully created record
• 400: The external integration returned an error

NetSuite | Update Record

You will need:

• NetSuite API credentials
• A survey field containing a unique identifier for the NetSuite record you want to update

Configure the action

1. Open your survey in Survey Builder.
2. Select Add New: Action.
3. In the Add Action modal, scroll to the Your Integrations section.
4. Select NetSuite.
5. Select NetSuite | Update Record.
6. NetSuite | Authentication: Select an existing authentication or create a new one.
7. NetSuite | Select record type: Please enter the NetSuite record type you would like to use.
8. NetSuite | Find Record: Select the fields in this survey that contain the values you want to use to find the specific record in NetSuite.
9. NetSuite | Update Record: Select the fields in this survey that contain the values you want to use to update a record in NetSuite.
10. NetSuite | Get data back: Select the fields that you would like to get back.
11. Save the action.

Status codes

• 200: Successfully updated record
• 201: Query ran successfully, but no records were found
• 202: Multiple records were found. No records were updated
• 400: The external integration returned an error

NetSuite | Upsert Record

You will need:

• NetSuite API credentials
• A survey field containing the lookup value used to find an existing record

Configure the action

1. Open your survey in Survey Builder.
2. Select Add New: Action.
3. In the Add Action modal, scroll to the Your Integrations section.
4. Select NetSuite.
5. Select NetSuite | Upsert Record.
6. NetSuite | Authentication: Select an existing authentication or create a new one.
7. NetSuite | Select record type: Please enter the NetSuite record type you would like to use.
8. NetSuite | Find Record: Select the fields in this survey that contain the values you want to use to find the specific record in NetSuite.
9. NetSuite | Upsert Record: Select the fields in this survey that contain the values you want to use to update or create a record in NetSuite.
10. NetSuite | Get data back: Select the fields that you would like to get back.
11. Save the action.

Status codes

• 200: Successfully upserted record
• 202: Multiple records were found. No records were updated.
• 400: The external integration returned an error

Testing and Troubleshooting

Testing and Validation

How to test

• Submit a survey response with data that triggers the integration action.
• Confirm the expected retrieval, creation, update, or upsert occurs in NetSuite.
• Use the returned metadata message to validate successful behavior.

How to verify results

• Check the impacted record directly in NetSuite.
• Ensure all retrieved or updated values match expectations.

Monitoring Integration Activity

Where to find logs

• Go to Results → Individual Responses.
• Select the response you want to inspect.
• Open the Action Log tab.

What logs display

• Success or failure status
• Timestamp
• Input and output values
• Returned status codes from NetSuite

Troubleshooting

Authentication issues

• Incorrect or expired credentials
• Missing permissions in NetSuite. Check the authentication guide.

Lookup failures

• Invalid identifier values
• No matching records

Mapping errors

• Unsupported or invalid fields
• Incorrect formatting

API errors

• Validation issues
• Endpoint restrictions

FAQs