Branches
Overview
The NetSuite Branches integration synchronizes branch and warehouse location data from NetSuite custom records to Zudello, enabling multi-location inventory and operational management.
Integration Details:
- Direction: NetSuite → Zudello (📥 Inbound)
- Sync Type: Incremental
- Sync Frequency: Every 4 hours
- API Used: SuiteQL (Custom Records)
Key Benefits
- Centralized branch management across systems
- Supports custom branch attributes
- Enables location-based reporting
- Maintains branch hierarchies and relationships
Field Mappings
| NetSuite Field | Zudello Field | Description | Data Type |
|---|---|---|---|
| custrecord_branch_code | BranchCode | Unique branch identifier | String |
| name | BranchName | Branch display name | String |
| custrecord_branch_type | Type | Branch classification (warehouse/retail/office) | String |
| isinactive | Status | true = INACTIVE, false = ACTIVE | String |
| custrecord_branch_address | Address | Physical address | String |
| custrecord_branch_phone | Phone | Contact phone number | String |
| custrecord_branch_manager | ManagerId | Branch manager reference | String |
| custrecord_branch_region | Region | Regional classification | String |
API Configuration
SuiteQL Query Structure
The integration queries NetSuite custom record tables to retrieve branch data with support for incremental updates based on modification timestamps.
Authentication
- Method: Token-based Authentication (TBA)
- Required Permissions:
- Custom Records (View)
- Lists → Locations (View)
- Custom Record Type: Branch (View)
Sync Configuration
Incremental Sync Logic
The integration maintains sync efficiency through timestamp-based incremental updates:
- Initial sync retrieves all branch records
- Subsequent syncs only fetch records where
lastmodifieddate> last sync timestamp - Handles both new branches and updates to existing branches
- Inactive branches remain in the system with updated status
Data Transformation
- Status Conversion: NetSuite boolean
isinactive(T/F) → Zudello string status (INACTIVE/ACTIVE) - Type Standardization: Maps custom branch types to standard classifications
- Reference Resolution: Converts NetSuite internal IDs to business identifiers
Processing Logic
- Query Execution: Retrieve modified branch records from custom tables
- Data Enrichment: Resolve related data (manager names, regions)
- Validation: Ensure branch codes are unique and required fields present
- Type Classification: Apply standard branch type categories
- Status Management: Update active/inactive flags based on source
- Relationship Mapping: Link branches to organizational hierarchy
Troubleshooting
| Issue | Possible Cause | Solution |
|---|---|---|
| Branches not syncing | Custom record permissions | Verify role has custom record access |
| Missing branch data | Custom field access | Check field-level permissions |
| Duplicate branches | Branch code changes | Implement code change tracking |
| Region mapping errors | Invalid region values | Review region lookup tables |
| Performance degradation | Large custom record set | Optimize query with filters |