Shippit works seamlessly with NetSuite to synchronise orders. This article explains how to set up your NetSuite integration, configure it for your unique workflow, and get the most out of NetSuite and Shippit.
There are two options for using Shippit with NetSuite: embedded or connected mode. Both modes provide the same functionality, but if you want to complete dispatch actions in NetSuite, use embedded mode. If you prefer to complete dispatch actions in Shippit, use connected mode. To summarise:
Use connected mode if you prefer to work primarily in your Shippit account
Use embedded mode If you prefer to work primarily in your NetSuite account
If you have set up NetSuite in one mode, and would like to switch, contact support@shippit.com for assistance.
Set up your NetSuite integration
To get started with NetSuite, you need to download the Shippit Integration suitebundle from within NetSuite.
⚠️ Important: Make sure you're logged in to NetSuite with an admin or eCommerce manager account.
Installing the Shippit integration in NetSuite
Log in to your NetSuite account.
Navigate to Customization → SuiteBundler → Search and Install Bundles and search for Shippit Integration.
Click Install, then Install Bundle. In the confirmation dialog, click OK to start the installation.
Click Refresh on the Installed Bundles page to check the progress of the installation.
You can confirm that your integration is installed by navigating to Customization → SuiteBundler → Search and Install Bundles → List and check that Shippit Integration is shown.
Creating a Shippit user in NetSuite
In NetSuite, navigate to Setup → Shippit → Preferences.
Click Edit to go to the Shippit Preferences page.
In the Integration User field, select the user you want to use with Shippit.
In the API Server field, select which Shippit environment you want to integrate with. You can use Shippit staging as a test environment, or Shippit production when you are ready to get started.
Copy the webservice account ID and save it somewhere so you can access it later.
Creating your access token in NetSuite
⚠️ Important: If you can't create an access token using these instructions, you might need your NetSuite administrator to enable it for you. For more information, see the NetSuite documentation.
In NetSuite, navigate to Setup → User/Roles → Access Tokens → New.
Create the access token with these values:
In the Application name field, select Shippit (or, if you are using the staging environment, type Shippit Staging)
In the User field, select your username, or that of your Netsuite administrator
In the Role field, select Shippit Integration
In the Token Name field, type a name that is meaningful for you, such as Shippit connection.
Copy the Token ID and Token Secret and save it somewhere so you can access it later. You can also keep this page open so you can easily copy and paste the information.
Linking NetSuite in Shippit
Log in to your Shippit store.
Open the drop down menu in the top right of your screen, and click Settings.
Click Integrations to go the integrations settings.
In the Select an Integration section, click NetSuite, and select either the NetSuite connected or embedded integration.
Enter the NetSuite credentials you created earlier. You need your Webservice account ID, your Token ID, and your Token Secret.
Click Continue to finish setting up your NetSuite integration.
💡NOTE: There are two options for using Shippit with NetSuite: embedded or connected mode. Both modes provide the same functionality, except for where you complete dispatch actions from:
Use connected mode if you prefer to work primarily in your Shippit account
Use embedded mode If you prefer to work primarily in your NetSuite account
If you have set up NetSuite in one mode, and would like to switch, contact support@shippit.com for assistance.
Creating a Shippit API key
In your Shippit account, navigate to the NetSuite integration settings.
In the API secrets section, copy your API key. You can create a new one if you need to, by clicking New API secret.
In your NetSuite account, navigate to Setup → Shippit → Preferences, and click Edit.
In the Authentication token field, paste your Shippit API key.
Click Save to save your changes.
You can check that the connection is successful by going back to your Shippit account, and checking that you now have a webhook URL in the NetSuite integration settings.
Configure your NetSuite integration
When you have your NetSuite integration set up, you can configure it to suit your requirements. For most settings, you can make the changes in your Shippit account.
Updating settings in Shippit
Log in to your Shippit account.
Open the drop down menu in the top right of your screen, and click Settings.
Click Integrations to go the NetSuite integration settings page.
You can also make these changes in Shippit Connect. From the NetSuite integration settings page, click Launch Connect, and navigate to Settings.
Synchronise orders
You can configure how you want NetSuite orders to synchronise with your Shippit account.
Setting up order synchronisation
In your Shippit account, navigate to the Orders tab in the NetSuite integration settings.
In the Auto-sync new orders field, select Yes.
In the Order sync mode field, select a synchronisation setting. Use Sync orders pending fulfilment if you want to synchronise all orders. Or you can use Sync packed fulfilments to only synchronise orders that are packed and ready to be shipped.
Type a default email address to use for orders that do not have a customer email address associated with them.
Add the locations that you are shipping from, for example, Warehouse or individual stores.
Click Update to save your changes.
Manually synchronising orders
You can use Shippit Connect to manually synchronise orders from NetSuite.
Log in to your Shippit account, and navigate to the NetSuite integration settings page. Click Launch Connect.
In Shippit Connect, click Import Orders to run a manual import of any orders that have not been fulfilled. The progress bar shows you how many orders are being imported.
Manually synchronising orders by order number
Log in to your Shippit account, and navigate to the NetSuite integration settings page. Click Launch Connect.
In Shippit Connect, click the dropdown arrow next to the Import Orders button, and select By Order Number.
Type the NetSuite order number you want to import. For example, SLS00000161, and click Import order.
Manually synchronising orders by date
Log in to your Shippit account, and navigate to the NetSuite integration settings page. Click Launch Connect.
In Shippit Connect, click the dropdown arrow next to the Import Orders button, and select By created date.
Enter the date from which to import orders. This imports all order created after the date you enter.
If you also want to import orders that have already been imported, check Re-import previously imported orders.
Click Import orders to begin the import.
⚠️ Important: It can take some time to import if you have a large number of orders to process. This is due to rate limiting on the NetSuite servers.
Manually sending orders to Shippit from NetSuite
Log in to your NetSuite account, and open the order. It must be an order that is pending fulfilment, and has a committable quantity of stock allocated.
Click Send to Shippit to synchronise the order to Shippit.
If the synchronisation is successful, a confirmation message is shown.
Map shipping methods
You can configure shipping options in Shippit so that they more accurately match your Netsuite settings. These settings allow you to select which NetSuite shipping method matches a specific service or class in Shippit.
Mapping shipping methods
In your Shippit account, navigate to the Orders tab in the NetSuite integration settings.
In the Shipping Method Mapping section, type the NetSuite shipping method in the left hand column, and the corresponding Shippit shipping method in the right hand column.
To add another mapping, click +Add Mapping.
Click Update to save your changes.
💡NOTE: Make sure you type the exact value for each shipping method.
Fulfilment integration settings
When you book an order through Shippit, you need to make sure that the order is marked as Fulfilled in NetSuite. When this is set, the order details including the tracking number, product information, and carrier details, are all updated in NetSuite directly.
Updating fulfilment settings
In your Shippit account, navigate to the Fulfilments tab in the NetSuite integration settings.
In the Fulfill orders field, select Yes.
In the Status field, select Shipped to update orders in NetSuite when they are shipped, select Picked to update orders when they are picked, or select Packed to update orders when they are packed.
In the Tracking ID field, select whether to use the Shippit tracking number, or the tracking number provided by the carrier.
Click Update to save your changes.
Use your own fleet to ship from NetSuite
If you have your own private delivery fleet, you can choose to ship orders with your own fleet instead of a commercial carrier.
When you create a new sales order in NetSuite, assign Ownfleet as the shipping carrier. Click the Shippit tab to specify parameters for the pickup time, and delivery window. The three parameters are:
DROPOFF AT is the beginning time of the delivery window
DROPOFF DEADLINE AT is the end time of the delivery window
PICKUP AT is the earliest time that the parcel can be picked up
Enter values in these fields in the form of date and time stamps. Use the date and time format you specify in your NetSuite settings.
Synchronise delivery instructions and ATL
When you create an order in Shippit, you can send delivery instructions and authority to leave (ATL) information back to NetSuite, using custom fields on the order or item fulfilment record.
Synchronising delivery instructions
In your NetSuite account, navigate to Customization → Lists, Records, & Fields → Transaction Body Fields.
Click New and use these details:
In the Label field, type a name for your new field, for example, 'Delivery Instructions'
In the ID field, select delivery_instructions
In the Applies To field, select Sales or Item Fulfillment
Click Save & apply to forms.
Synchronising authority to leave
In your NetSuite account, navigate to Customization → Lists, Records, & Fields → Transaction Body Fields.
Click New and use these details:
In the Type field, select Check Box
In the Label field, type a name for your new field, for example, 'ATL'
In the ID field, select authority_to_leave
In the Applies To field, select Sales or Item Fulfillment
Click Save & apply to forms.
Troubleshooting
This section contains information about some common issues you might encounter with your NetSuite integration. If you can't find an answer to your question here, contact support@shippit.com for assistance.
I am not receiving tracking updates for orders booked through Shippit.
This can happen for a few different reasons:
In your NetSuite account, check that your Shippit fulfilment settings are enabled.
In your Shippit account, check that the webhook URL is populated. If the field is empty, you can re-register it by turning off the Shippit fulfilment settings in NetSuite, and then re-enabling it.
The order might already exist. If an order already exists, Shippit can't create a shipment record because the shipment is created when the order is fulfilled.
The products might not have a location specified. Products require a location so that Shippit can update your inventory in NetSuite.
If you are using the BIN feature in NetSuite, the BIN location might not be assigned correctly, or it might be trying to register that the inventory amount has gone into negative.
My orders aren't synchronising to Shippit
This can happen for a few different reasons:
The address details for the user or for the delivery could be incorrect.
You might not have the appropriate carriers enabled in Shippit. For example, if you want to ship an order internationally, but don't have any international carriers enabled.
Some products haven't synchronised to Shippit
Shippit can only access stock quantities that are committed. This means that if an order has uncommitted stock, or is only partly committed, then the quantities can't be updated in Shippit.