P21 & NetSuite Integration
How to Integrate P21 with NetSuite via API Endpoints
In today's fast-paced business environment, seamless integration between systems like P21 and NetSuite is crucial for efficiency. This guide will walk you through creating an Application Type Integration (ATI) to efficiently extract data from P21 into NetSuite.
Before diving in, it's important to note that while tools like Epicor’s Automation Studio might simplify this process, we'll focus on using SQL and API endpoints for those without access to such tools.
Begin by understanding your user needs. What data does the End User require? How will they interact with the system post-integration? This step ensures your solution is functional and considers the UX(user experience). See importance of UX here: https://www.p21techguy.com/p21-blog/ux-misunderstood THIS IS THE CRITICAL STEP
Ok, now delve into P21's SQL database to locate the necessary tables. Look for data relevant to your integration; this particular integration wanted GL data sent to NetSuite.
Once you've identified the data, create a SQL view. This simplifies access by encapsulating complex queries without additional storage needs. Example:
CREATE VIEW Custom_GL_View AS
SELECT
gl.journal_id, gl.source, gl.description, gl.amount, gl.transaction_date, gl.foreign_amount,
gl.job_id
FROM gl
;
Navigate to Role Maintenance and assign the appropriate permissions to the role that will access the endpoint. This ensures security and compliance with your organization's policies, hence Security. If you don’t do this, it won't work.
After setting up your view, refresh the API on your P21 middleware server. This step is crucial for your new endpoint to be recognized.
Use Postman to test your endpoint. Send a GET request to your API URL.
https://p21.p21techguy.com/odataservice/odata/view/Custom_V_API_GL/
For those unfamiliar, check out my blog section and submit what you want me to discuss.
You've successfully created an API endpoint in P21! This sets the stage for integrating with NetSuite. Stay tuned for future guides on completing this integration and enhancing your business operations with real-time data synchronization
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