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NetSuite + Krokul CRM

Yes. Krokul CRM integrates with Oracle NetSuite. Client companies become customer records, won deals become sales orders, and invoices and customer payments posted in NetSuite update the deal in Krokul. The link works through the Krokul app in Zapier and Make, or through NetSuite REST web services paired with the Krokul API and webhooks.

  • Via API and webhooksYou connect it with the Krokul app in an automation platform, the public API and signed webhooks. The page lists the steps for this service.

Automation platformsZapierMake

What your team gets

Customer record keyed by external ID

When a client company is created in Krokul, the connector upserts a NetSuite customer record keyed by an external ID, so a repeated sync updates the same customer. The NetSuite internal ID returns to the Krokul company as its external key.

Won deal becomes a sales order

A won deal with its lines creates a sales order record in NetSuite with the items, quantities and prices agreed in Krokul. NetSuite then runs fulfilment and billing under your own approval rules.

Invoices and payments read with SuiteQL

On a schedule, the connector runs SuiteQL queries for invoice and customer payment records changed since the last read. Each invoice links back to its Krokul deal, and each customer payment becomes a payment fact, so sales sees what NetSuite has billed and collected.

Script push for near real time

Accounts that want faster updates deploy the Krokul User Event script. Its afterSubmit entry point runs when an invoice or payment record is saved and sends the record ID to the Krokul webhook URL through the N/https module. The connector then reads that record at once.

Item records kept in step

The connector reads NetSuite item records into the Krokul catalogue by internal ID, so every sales order line that Krokul creates points at an item NetSuite already has.

What moves between NetSuite and Krokul

NetSuiteDirectionKrokulWhen
Customer recordKrokul → NetSuiteClient companyA client company is created or changed
Item recordNetSuite → KrokulProductScheduled SuiteQL read
Sales order recordKrokul → NetSuiteWon deal with its linesThe deal is won
Invoice recordNetSuite → KrokulInvoice status on the dealSuiteQL read or the User Event script
Customer payment recordNetSuite → KrokulPayment fact on the dealSuiteQL read or the User Event script
Internal IDNetSuite → KrokulExternal key of the Krokul recordRight after each create

How to connect today

Krokul app in Zapier or Make

  1. Connect the Krokul app with a Krokul API key. On Zapier the NetSuite app needs the Zapier Automation SuiteApp, and on Make the NetSuite app needs the Make Enterprise plan.
  2. Outbound: the Krokul trigger Company Created runs the NetSuite action Upsert (Create or Update) Record for the customer, and Deal Won runs Create Record for the sales order.
  3. Inbound: New Record (Saved Search) on invoices or customer payments ends in a Krokul action such as Record Payment or Create Task.

Custom flow through the Krokul API and webhooks

  1. Give your integration a Krokul API key scoped to client companies, deals and payments, and in NetSuite enable REST Web Services with OAuth 2.0.
  2. Subscribe a Krokul webhook to clientCompany.created and card.won, and verify the x-crm-signature header on every delivery before you write to NetSuite.
  3. After each NetSuite create, store the internal ID on the Krokul record through externalRef/api-upsert.
  4. Read changed invoices and customer payments with SuiteQL on a schedule and post each payment to payment/api-create with the cardUuid of its deal.

Triggers

  • New Record
  • New Record (Saved Search)
  • New Or Updated Record

Actions

  • Create Record
  • Update Record
  • Upsert (Create or Update) Record
  • Transform Record
  • Find Record
  • Run SuiteQL Query

Questions and answers

Does Krokul integrate with Oracle NetSuite?

Yes. Krokul integrates with Oracle NetSuite through the Krokul app in Zapier and Make, and through its API and webhooks.

Does NetSuite have webhooks?

NetSuite REST web services do not offer a general webhook subscription. Krokul reads changes with SuiteQL, and the optional Krokul User Event script sends a notice to Krokul when a record is saved.

Should Krokul or NetSuite own the invoice?

NetSuite usually owns invoices, because it posts them to the ledger. Krokul keeps the deal and receives the payment status, so sales sees what is paid without NetSuite access.

What does the NetSuite administrator need to do?

Enable REST Web Services and OAuth 2.0, create the integration record and give Krokul a role with access to the synced record types. Deploying the optional User Event script needs a role with SuiteScript permissions.

Limits

NetSuite stays the system of record for fulfilment, invoicing, revenue and the general ledger. NetSuite offers no general webhook subscription, so changes reach Krokul through SuiteQL reads on a schedule or through a Krokul User Event script that you deploy in your account.

Missing something?

Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.

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Oracle and NetSuite are trademarks of Oracle and its affiliates. Krokul is not affiliated with Oracle.

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