NETSUITE CRM integration with XTEN-AV

Introduction

NetSuite CRM is a comprehensive customer relationship management system that enables organizations to manage sales, marketing, and customer support activities efficiently. It provides a centralized platform for tracking leads, opportunities, and customer interactions, ensuring a seamless flow of information across teams.

Purpose of the Integration

The NetSuite CRM integration aims to connect your existing systems and workflows with NetSuite, allowing for automated data syncing, real-time updates, and streamlined business processes. This ensures that all customer-related information is accurate, up-to-date, and easily accessible.

Expected Benefits for the Client:

• Efficient Account & Contact Management: Automatically sync accounts and contacts between NetSuite and XTEN-AV.
• Opportunity Tracking: Real-time updates of sales opportunities to ensure your team has up-to-date information.
• Document Access & Sharing: Sync opportunity-related documents from NetSuite to XTEN-AV, reducing duplication and improving collaboration.
• Streamlined Processes: Reduce manual data entry, minimize errors, and improve operational efficiency

Pre-requisites:

Before setting up the NetSuite CRM integration with the XTEN-AV platform, ensure the following key information is available.

Account ID:

• The unique identifier of the account(s) in NetSuite that will be synchronized with XTEN-AV.
• Required to map account-level data accurately.

Client ID:

• The Client ID generated from your registered NetSuite integration.
• Used for authentication when connecting XTEN-AV to NetSuite via the API.

Opportunity ID:

• The unique identifier for opportunities in NetSuite.
• Required to sync opportunity details and associated documents between NetSuite and XTEN-AV.

Integration Steps: Retrieving Required Data

Before connecting NetSuite CRM to XTEN-AV, you need to gather three key pieces of information: Account ID, Client ID, and Opportunity ID. Follow the steps below to retrieve them:

Step 1: Create a New Integration in NetSuite

1. Log in to your NetSuite account with Administrator access.
2. Navigate to: Setup → Integration → Manage Integrations → New.
3. Enter a Name for your integration (e.g., “XTEN-AV Integration”).
4. Check the Token-Based Authentication or OAuth 2.0 option (as required).
5. Save the integration.

Step 2: Retrieve Client ID and Client Secret

1. After saving the integration, the system will display the Client ID and Client Secret.
2. Copy these credentials securely; they will be used to connect XTEN-AV to NetSuite.
3. Important: The Client Secret is only visible at creation. If lost, generate a new one.

Step 3: Retrieve Account ID

You can get your NetSuite Account ID using either of the following methods:

Method 1: Via Company Information

1. Navigate via the menu: Setup → Company → Company Information.
2. On the Company Information screen, locate the Account ID field.

○ It is typically displayed near other company details like Time Zone or Legal Name.

3. Note down the Account ID for use in XTEN-AV.

Method 2: From the Browser URL

1. Log in to your NetSuite account.

Look at the browser’s address bar. Example URL: https://1234567.app.netsuite.com/

2. The number before .app.netsuite.com (e.g., 1234567) is your Account ID.
3. Use this ID when configuring the XTEN-AV integration.

Updated on: 02/25/2026