NetSuite technical integration

Integration options

NetSuite’s REST APIs are the preferred integration method. Pick the approach that fits your team’s technical setup.

REST API integration (recommended)

Use OAuth 2.0 with NetSuite’s REST API to fetch record data, then launch a Tallyfy process¹ via the Tallyfy API. Note that Tallyfy’s API uses org-scoped endpoints - templates are called “checklists” in API paths, and launching a process means creating a “run.”

const handleEmployeeHire = async (employeeData, orgId, checklistId) => {
  // 1. Fetch employee details from NetSuite
  const employee = await netsuiteAPI.get(`/employee/${employeeData.id}`, {
    expand: ['department', 'location', 'subsidiary', 'supervisor']
  });

  // 2. Launch a Tallyfy process (run) from a template (checklist).
  //    prerun keys are the kick-off fields' timeline IDs, not their labels.
  const run = await fetch(
    `https://go.tallyfy.com/api/organizations/${orgId}/runs`,
    {
      method: 'POST',
      headers: {
        'Authorization': 'Bearer YOUR_TALLYFY_TOKEN',
        'X-Tallyfy-Client': 'APIClient',
        'Accept': 'application/json',
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        checklist_id: checklistId,
        name: `Onboarding - ${employee.entityId}`,
        prerun: {
          'a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6': employee.id,             // Employee ID
          '3c9d1e7fa4b820516d8e2f7a9c0b4d15': `${employee.firstName} ${employee.lastName}`, // Full name
          '9f2b7c1e4a6d8035b1c7e9d2f4a6b801': employee.email,          // Email
          '6e4a2c80f19b3d75e0a8c246b93f157d': employee.subsidiary.name, // Subsidiary
          '2d7f9a1c5e3b806478d0a2c4e6f81b39': employee.department.name, // Department
          '5b8c0e2a7f4d1936a8e0c5b3d7f92146': employee.location.name,   // Location
          '0a3e6b9d2c8f5174e9b2d6a0c4f83b57': employee.supervisor.name  // Supervisor
        }
      })
    }
  );

  return run.json();
};

The prerun object is keyed by each kick-off field’s timeline ID, a 32-character hex string. You’ll find it as the id on each entry of the prerun array returned by GET /organizations/{org_id}/checklists/{checklist_id}. Don’t use the alias sitting next to it - alias keys never match, and Tallyfy drops unmatched keys silently, so the process launches successfully with that field left blank.

SuiteScript integration

You can also build native NetSuite scripts that fire on record events. Here’s a SuiteScript example that launches a Tallyfy process whenever a new employee record is created:

/**
 * @NApiVersion 2.1
 * @NScriptType UserEventScript
 */
define(['N/https', 'N/record'], function(https, record) {
  function afterSubmit(context) {
    if (context.type === context.UserEventType.CREATE) {
      const employee = context.newRecord;
      const orgId = 'YOUR_ORG_ID';
      const checklistId = 'YOUR_CHECKLIST_ID';

      https.post({
        url: `https://go.tallyfy.com/api/organizations/${orgId}/runs`,
        headers: {
          'Authorization': 'Bearer YOUR_TALLYFY_TOKEN',
          'X-Tallyfy-Client': 'APIClient',
          'Accept': 'application/json',
          'Content-Type': 'application/json'
        },
        body: JSON.stringify({
          checklist_id: checklistId,
          name: `Onboarding - ${employee.getValue('entityid')}`,
          prerun: {
            'a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6': employee.id,                  // Employee ID
            '3c9d1e7fa4b820516d8e2f7a9c0b4d15': employee.getValue('entityid') // Employee number
          }
        })
      });
    }
  }

  return { afterSubmit: afterSubmit };
});

Data mapping

Common NetSuite fields you’ll want to map to Tallyfy kick-off form fields. The Tallyfy column names the field you’re aiming at - in the API payload you address it by its timeline ID, not by this name.

NetSuite field	Tallyfy kick-off field	Description
id	employee_id	Internal record ID
entityId	entity_id	Employee number
firstName + lastName	full_name	Employee name
email	email	Email address
subsidiary.name	subsidiary	Legal entity
department.name	department	Department name
location.name	location	Office location
supervisor.name	manager	Direct manager
title	job_title	Job title
employeeType	employee_type	Employment type

iPaaS alternatives

If SuiteScript development isn’t an option, consider these platforms:

• Celigo - NetSuite-native integration platform
• Workato - Enterprise automation with NetSuite recipes
• Boomi - Dell Boomi AtomSphere with NetSuite connectors
• MuleSoft - Anypoint Platform with NetSuite support

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Footnotes

1. In Tallyfy’s API, templates are called “checklists” and running instances are called “runs” ↩

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