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Configure and run flows in the Extensiv (formerly 3PL Central) – NetSuite integration template

Naga Sri Hari Gonaboyina
Updated

Contents

After you install the template, additional record mapping is required to integrate the template’s exports and imports with your Extensiv and NetSuite apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you can enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then run or schedule each flow.

Extensiv inventory adjustments to NetSuite inventory adjustments

This flow syncs Extensiv inventory adjustments as NetSuite inventory adjustments. When a new inventory adjustment is created in Extensiv, this integration flow exports inventory adjustment from Extensiv to NetSuite.

Flow details

  • Export source: Extensiv

  • Built-in export: Get Extensiv inventory - get all inventory from Extensiv that have been created since this flow last ran.

  • Importdestination: NetSuite

  • Built-inimport: Import NetSuite inventory adjustment - add/ignore inventory adjustments in NetSuite with the configured custom field as the lookup identifier.

Before you begin

  1. Verify that Extensiv Items have the same values as NetSuite Items.

  2. Create an inventory cost revaluation field for the NetSuite item.

Setup instructions

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  1. Configure the following mapping according to your business requirements in Import NetSuite inventory adjustment, before running the flow.

  2. Add subsidiary mapping to Import NetSuite inventory adjustment.

Extensiv inventory receivers to NetSuite return authorizations and item receipts

This flow syncs Extensiv inventory receivers as NetSuite return authorizations and item receipts. When a new inventory receiver is created in Extensiv, this integration flow exports the inventory receiver from Extensiv to NetSuite as return authorization and item receipt.

Flow details

  • Export source: Extensiv

  • Built-in export: Get Extensiv inventory receivers - get all inventory receivers from Extensiv that have been modified since this flow last ran.

  • Importdestination: NetSuite

  • Built-in lookup: Get NetSuite sales orders - get all sales orders from NetSuite with Order # as the lookup identifier.

  • Built-inimport: Import NetSuite return authorizations - add/ignore return authorizations into NetSuite with PO # as the lookup identifier.

  • Built-in input filter: Import NetSuite return authorization item receipts - filter for record ID that is not empty.

  • Built-inimport: Import NetSuite return authorization item receipts - add/ignore return authorizations item receipts into NetSuite with Ref.No. as the lookup identifier.

Before you begin

  • The NetSuite sales orders and item shipments with Extensiv sales orders must be in sync.

  • The Extensiv shipment confirmations to NetSuite item shipments must be in sync.

  • The NetSuite Order # should have the same values as Extensiv Ref.No.

Setup instructions

  • Configure the following mapping according to your business requirements in Import NetSuite return authorizations, before running the flow.

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  • Configure the following dynamic according to your business requirements in Import NetSuite return authorizations, before running the flow.

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  • Configure the following dynamic according to your business requirements in Import NetSuite return authorization item receipts, before running the flow.

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  • Configure the following mapping according to your business requirements in Import NetSuite return authorization item receipts, before running the flow.

Extensiv shipment confirmations to NetSuite item shipments

This flow syncs Extensiv shipment confirmations as NetSuite item shipments. When a new shipment confirmation is created in Extensiv, this integration flow exports the shipment confirmation from Extensiv to the NetSuite item shipment.

Flow details

  • Export source: Extensiv

  • Built-in export: Get Extensiv shipment confirmations - get all shipment confirmations from Extensiv that have been modified since this flow last ran.

  • Importdestination: NetSuite

  • Built-inimport: Import NetSuite item shipments - add/ignore item shipments in NetSuite with the Ref. No. as the lookup identifier.

Before you begin

  1. Set up the NetSuite sales orders with the Extensiv sales orders flow.

  2. The NetSuite order number should have the same values as Extensiv Ref. No.

Setup instructions

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  • Configure the following mapping according to your business requirements in Import NetSuite item shipments, before running the flow.

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  • Configure the following dynamic mapping according to your business requirements in Import NetSuite item shipments, before running the flow.

Extensiv purchase order receipts to NetSuite purchase order receipts

This flow syncs Extensiv purchase order receipts as NetSuite purchase order receipts. When a new purchase order receipt is added in Extensiv, this integration flow exports the purchase order receipt from Extensiv to the NetSuite purchase order receipt.

Flow details

  • Export source: Extensiv

  • Built-in export: Get Extensiv purchase orders receipts - get all purchase orders receipts from Extensiv that have been modified since this flow last ran.

  • Importdestination: NetSuite

  • Built-in lookup: Get NetSuite purchase orders - get all purchase orders from NetSuite.

  • Built-inimport: Import NetSuite purchase orders receipts - add purchase order receipts into NetSuite.

Before you begin

  1. The NetSuite items and Extensiv items should be the same in both Extensiv and NetSuite.

  2. The Extensiv purchase order receipt ID should be stored as a custom field in the NetSuite purchase order receipt.

Setup instructions

  • Configure the following mapping according to your business requirements in Import NetSuite purchase orders receipts, before running the flow.

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  • Configure the following dynamic mapping according to your business requirements in Import NetSuite purchase orders receipts, before running the flow.

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  • Create a custom field in NetSuite purchase orders receipt to store the Extensiv purchase orders receipt ID in NetSuite.

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NetSuite items to Extensiv items

This flow syncs NetSuite items as Extensiv items. When items are modified in NetSuite, this integration flow exports the item from NetSuite to the Extensiv item.

Flow details

  • Export source: NetSuite

  • Built-in export: Get NetSuite items - get all items from NetSuite that have been modified since this flow last ran.

  • Importdestination: Extensiv

  • Built-in import: Import Extensiv items - add/ignore items into Extensiv with the configured custom field as the lookup identifier.

  • Built-in input filter: Import NetSuite inventory items - filter for record type that equals inventory items.

  • Built-inimport: Import NetSuite inventory items - update inventory items into NetSuite with the internal ID as the lookup identifier.

  • Built-in input filter: Import NetSuite assembly items - filter for record type that equals assembly/bill of materials.

  • Built-inimport: Import NetSuite assembly items - update assembly items into NetSuite with the internal ID as the lookup identifier.

  • Built-in input filter: Import NetSuite kit items - filter for record type that equals kit/package.

  • Built-in import: Import NetSuite kit items - update kit items into NetSuite with the internal ID as the lookup identifier.

Setup instructions

  1. Create a saved search on NetSuite items records and configure it on the export.

  2. Create a custom checkbox field in the NetSuite import and configure the following mapping according to your business requirements in Import NetSuite inventory items and Import NetSuite assembly items, before running the flow.

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  • Configure the custom ID field in Import Extensiv items.

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NetSuite sales orders to Extensiv sales orders

This flow syncs NetSuite sales orders as Extensiv sales orders. When a new sales order is created in NetSuite, this integration flow exports the sales order from NetSuite to the Extensiv sales order.

Flow details

  • Export source: NetSuite

  • Built-in export: Get NetSuite sales orders - get all sales orders from NetSuite that have been modified since this flow last ran.

  • Importdestination: Extensiv

  • Built-in import: Import Extensiv sales orders - add sales orders into Extensiv.

  • Built-inimport: Import NetSuite sales orders - update sales orders into NetSuite with the internal ID as the lookup identifier.

Before you begin

  1. Sync NetSuite inventory items with Extensiv items.

  2. Verify the NetSuite item name and item number are mapped to the Extensiv item name and item number.

  3. Verify the NetSuite customer name is mapped to the Extensiv company name.

Setup instructions

  • Configure the following mapping according to your business requirements in Import Extensiv sales orders, before running the flow.

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  • Configure the following dynamic mapping according to your business requirements in Import Extensiv sales orders, before running the flow.

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NetSuite purchase orders to Extensiv purchase orders

This flow syncs NetSuite purchase orders as Extensiv purchase orders. When a new purchase order is created in NetSuite, this integration flow exports the purchase order from NetSuite to the Extensiv purchase order.

Flow details

  • Export source: NetSuite

  • Built-in export: Get NetSuite purchase orders - get all purchase orders from NetSuite that have been modified since this flow last ran.

  • Importdestination: Extensiv

  • Built-in import: Import Extensiv purchase orders - add purchase orders into Extensiv.

  • Built-inimport: Import NetSuite purchase orders - update purchase orders into NetSuite with the internal ID as the lookup identifier.

Before you begin

  1. The NetSuite vendor name and Extensiv customer name should be the same in both NetSuite and Extensiv.

  2. The NetSuite items and Extensiv items should be the same in both Extensiv and NetSuite.

  3. The Extensiv purchase order ID should be stored as a custom field in the NetSuite purchase order.

Setup instructions

  • Configure the following mapping according to your business requirements in Import Extensiv purchase orders, before running the flow.

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  • Configure the following dynamic mapping according to your business requirements in Import Extensiv purchase orders, before running the flow.

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  • Create a custom field in NetSuite purchase order to store Extensiv purchase order ID in NetSuite.

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