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# 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**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-18_pmpnm6.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-19_d2chf8.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-20_4c3qst.png)

**Step 3: Retrieve Account ID**

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

**Method 1: Via Company Information**
* Navigate via the menu: **Setup** → **Company** → **Company Information**.
* On the Company Information screen, locate the **Account ID** field.
                                 ○ It is typically displayed near other company details like Time Zone or Legal Name.
* Note down the Account ID for use in XTEN-AV.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-21_in9sf8.png)

**Method 2: From the Browser URL**
* Log in to your NetSuite account.
         Look at the browser’s address bar. Example URL: https://1234567.app.netsuite.com/
* The number before **.**app.netsuite.com (e.g., **1234567**) is your **Account ID**.
* Use this ID when configuring the XTEN-AV integration.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-22_1l4mmjc.png)

### Related Articles

* [How to Connect with NetSuite](https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-netsuite-l9mfoh/)
* [How to Push Contacts from XTEN-AV to NetSuite](https://knowledgebase.xtenav.com/en-us/article/how-to-push-contacts-from-from-xten-av-to-netsuite-fwkxo4/?utm_source=chatgpt.com)
* [How to Pull Contacts from NetSuite to XTEN-AV](https://knowledgebase.xtenav.com/en-us/article/how-to-pull-contacts-from-netsuite-to-xten-av-o5997d/)
* [How to Pull Accounts from NetSuite to XTEN-AV](https://knowledgebase.xtenav.com/en-us/article/how-to-pull-accounts-from-netsuite-to-xten-av-19jwi6t/)
* [How to Push Accounts from XTEN-AV to NetSuite](https://knowledgebase.xtenav.com/en-us/article/how-to-push-accounts-from-from-xten-av-to-netsuite-1adb8qq/)
* [How to Pull Opportunities from NetSuite to XTEN-AV](https://knowledgebase.xtenav.com/en-us/article/how-to-pull-opportunities-from-netsuite-to-xten-av-f0ddd2/?utm_source=chatgpt.com)
* [How to Push Opportunities from XTEN-AV to NetSuite]()