Create a NetSuite sales order in HubSpot

Last updated: February 28, 2024

Available with any of the following subscriptions, except where noted:

After connecting HubSpot and NetSuite, learn how to create a NetSuite sales order in HubSpot either directly from the deal record or by using a deal-based workflow.

Before you begin

Before creating NetSuite sales orders in HubSpot, products in the HubSpot product library must match to the NetSuite items. There are two ways to do so: with product sync, or by manually mapping the NetSuite Item Name/Number to the HubSpot product SKU.

Please note:

The company currency in your HubSpot account must match the base currency set in your NetSuite account.
When creating a sales order in HubSpot, you must add all required fields from a NetSuite sales order. To identify these fields, create a sales order in NetSuite and take note of the required fields.

Set up product sync

In your HubSpot account, navigate to Reporting & Data > Integrations.
Click NetSuite.
Click Sync more data.
Select Product sync.
Choose which object to sync to HubSpot products. You can sync Assembly Items, Inventory Items, Kit Items, Non Inventory Sale Items, and Service Sale Items.
Configure either a one-way or two-way sync for your data and customize your sync settings.
Turn the sync on.

Map the NetSuite item to HubSpot product

To sync NetSuite items such as Gift Certificates or Drop Ship Items to HubSpot products, add the NetSuite Item Name/Number to the HubSpot product SKU field.

In your HubSpot account, navigate to Sales > Products.
Click the product you want to map to the NetSuite item.
In the SKU field, enter the NetSuite ItemID (Item Name/Number). The NetSuite item must be active in NetSuite. Inactive items cannot be added to sales orders.
Click Save.

Enable additional features

In your HubSpot account, navigate to Reporting & Data > Integrations.
Under Connected Apps, click NetSuite.
Click the Feature Discovery tab.
In the Enable extra features banner, click Enable.
In the Create NetSuite sales orders from HubSpot section, click Install workflow action.

Create NetSuite sales orders using deal-based workflows (Sales Hub Professional or Enterprise)

Use deal-based workflows to automatically create NetSuite sales orders when the workflow is triggered.

When configuring the integration's sync settings, Company customers or Individual customers must be selected. After installing the app in HubSpot, the integration action must be authenticated on the NetSuite app settings page:

In the Create NetSuite sales orders from HubSpot section, click Install workflow action.
In your HubSpot account, navigate to Automations > Workflows.
To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new deal-based workflow.
In the workflow editor, click the + plus icon to add an action.
In the actions panel, scroll down and select Create a NetSuite sales order.
Set up your NetSuite sales order, the following fields are required unless indicated:
- NetSuite account: a list of connected NetSuite accounts will display, select an account to create the sales order.
- Items: set the deal's associated line items as the Items for the sales order.
- Item Price: select Use HubSpot item line price or Use NetSuite list price.
- Subsidiary: a list of subsidiaries associated with the selected NetSuite account will display, select a Subsidiary to create the sales order.

- Customer: select either Use first associated HubSpot contact or Use first associated HubSpot company to set as the designated Customer for the sales order.
- Include Attachments (optional): select this checkbox to include all files in the Attachment section on a HubSpot deal record on the NetSuite order.
  - NetSuite Folder: select which folder the attachments will be created in.

Please note: to access attachments in NetSuite, the integration user role must have Documents and Files permissions under the Lists subtab.

To add another field to the sales order, click Add another field and select a field. Only standard fields from NetSuite will display, reference fields will not appear.

To populate the field with property values from the enrolled deal record, click Deal in this workflow. Then, select a property.
To populate the field based on other actions in the workflow, click the action name and select an option. You can populate fields based on an action's outcome, or outputs from the action.
To remove a field from the sales order, click the deletedelete icon next to the field.

Create NetSuite sales order from a deal record

You can also manually create a NetSuite sales order from a HubSpot deal record:

In your HubSpot account, navigate to CRM > Deals.
On the Sales Orders card, click Add > Create a NetSuite sales order.
- On the Account tab, select the NetSuite account, subsidiary account, and custom form to create a sales order.
- Click Next.
- On the Customer tab, select the NetSuite customer you want to create a sales order for.
- Click Next.
- On the Order tab, add sales order properties based on your chosen custom form type.
- On the Review tab, review the sales order and make any necessary edits.
- Click Create sales order.

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