Get Entity Records from NetSuite with a SQL Query

To use a SQL query to get information from a NetSuite, do the procedure in this topic.

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Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the NetSuite NetSuite icon tab.
      2. On the NetSuite NetSuite icon tab, drag the Query Records Query Records icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Query Records Query Records icon.

Procedure

  1. On the Query Records Configuration screen, in the NetSuite field, select your NetSuite access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for NetSuite.

  2. Do one of these:
    • To get records from a standard NetSuite entity, do this procedure.
      1. Select Entities.
      2. In the Entity Name list, select the name of entity from which to get records.
    • To get records from a custom record type, do this procedure.
      1. Select Custom Record Types.
      2. In the Record Type list, select the name of a custom record type from which to get records.
  3. On the Column tab, complete this field as necessary:
    Field Name Definition

    Configured Column Fields

    Use the right arrow button to move the selected fields from the Entity Column Fields list to the Configured Column Fields list.

    To select more than one field, press and hold the Ctrl key when you click the field names.

  4. On the Where tab, assemble your query with the Column, Comparer, and Value field.

    Example:

    Field Name Value

    Column

    Id

    Comparer

    =

    Value

    123

    Select Id, Name, ShippingCity from Account where Id = '123'
  5. On the Output Mapping tab, select Map Response to AgilePoint Schema.
  6. Click the Schema Mapping Schema Mapping icon button.
  7. On the Schema Mapper screen, map the response columns to the schema elements.
  8. To examine your query, on the Test tab, click Execute Query. Fix any errors that occur.