Upsert Record (NetSuite) activity

An activity that creates an entity record, or changes the record, if it exists, in NetSuite. NetSuite recommends to use Upsert Record as an alternative to Create Record so you do not create duplicate records.

Configure the Upsert Record activity

To configure the Upsert Record activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the NetSuite tab.
On the NetSuite tab, drag the Upsert Record activity onto your process.

General Configuration

Specifies the basic settings for the Upsert Record activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No
Connection Timeout (Seconds)	Function: Specifies the number of seconds permitted to complete an action before the connection stops. Accepted Values: An integer, representing a number of seconds. Default Value: 600 Accepts Process Data Variables: No

NetSuite Upsert Record Configuration

Specifies the configuration to create an record or change a record, if it exists, in NetSuite.

Fields

Field Name	Definition
NetSuite	Function: Specifies the access token that connects to your NetSuite application. Accepted Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)
Create	Opens this Screen: Access Tokens for NetSuite Function of this Screen: Configure an access token to connect to NetSuite. Example: Refer to: (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)
Entity Name	Function: Specifies the name of an entity for which to create or change a record. Accepted Values: An entity name from the list. Default Value: None. When you select the NetSuite access token, the name of entities show in the Entity Name field.
Request Mapping	Function: Connects the NetSuite API request parameter to your process schema. This is mandatory only if the request passes data from the process schema to parameters in the NetSuite API. To Open this Field: On the NetSuite Upsert Record Configuration screen, click the Request tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper screen. Use this screen to connect the request to the data model for your process. Example: Refer to: (Example) Schema Mapper
Map Response to AgilePoint Schema	Function: Specifies the connection from the NetSuite API response parameter to your process schema. To Open this Field: On the NetSuite Upsert Record Configuration screen, click the Response tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper screen. Use this screen to connect the response to the data model for your process. Example: Refer to: (Example) Schema Mapper
Store the Response in Custom Attribute	Function: Specifies the process data variable that contains the record internal ID from NetSuite. To Open this Field: On the NetSuite Upsert Record Configuration screen, click the Response tab. Accepted Values: A process data variable that accepts a numeric string with no spaces or special characters. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?