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)
  const run = await fetch(
    `https://go.tallyfy.com/api/organizations/${orgId}/checklists/${checklistId}/runs`,
    {
      method: 'POST',
      headers: {
        'Authorization': 'Bearer YOUR_TALLYFY_TOKEN',
        'X-Tallyfy-Client': 'APIClient',
        'Accept': 'application/json',
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        name: `Onboarding - ${employee.entityId}`,
        prerun: {
          employee_id: employee.id,
          full_name: `${employee.firstName} ${employee.lastName}`,
          email: employee.email,
          subsidiary: employee.subsidiary.name,
          department: employee.department.name,
          location: employee.location.name,
          supervisor: employee.supervisor.name
        }
      })
    }
  );

  return run.json();
};

SuiteScript integration

You can also build native NetSuite scripts that fire on record events. This SuiteScript example 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/${orgId}/checklists/${checklistId}/runs`,
        headers: {
          'Authorization': 'Bearer YOUR_TALLYFY_TOKEN',
          'X-Tallyfy-Client': 'APIClient',
          'Accept': 'application/json',
          'Content-Type': 'application/json'
        },
        body: JSON.stringify({
          name: `Onboarding - ${employee.getValue('entityid')}`,
          prerun: {
            employee_id: employee.id,
            name: employee.getValue('entityid')
          }
        })
      });
    }
  }

  return { afterSubmit: afterSubmit };
});

Data mapping

Common NetSuite fields you’ll want to map to Tallyfy kick-off form fields:

NetSuite field	Tallyfy form 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

Related articles

Vendors > NetSuite

Tallyfy bridges the gap between NetSuite’s financial record-keeping and the cross-department human coordination that surrounds it—handling invoice approvals and vendor onboarding and month-end close workflows that span AP managers legal teams and compliance across your entire organization.

Paylocity > Paylocity technical integration

Paylocity can be integrated with Tallyfy through REST APIs or webhooks to automatically launch structured workflow processes like onboarding and offboarding when employee events occur in Paylocity and the integration uses OAuth 2.0 authentication with field mapping between Paylocity employee data and Tallyfy kick-off form variables.

Bamboohr > BambooHR technical integration

BambooHR integrates with Tallyfy through REST API calls and SHA-256 HMAC webhook verification to automatically pull employee data and launch structured processes like onboarding or role changes based on HR events such as new hires and status updates.

Workday > Workday technical integration

Tallyfy integrates with Workday through XML-based Integration Cloud or REST API methods to automatically launch structured processes like onboarding when HR events occur and also supports iPaaS platforms like Workato or MuleSoft as alternatives for teams without direct API access.

Footnotes

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

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