Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and NetSuite integration
Show the NetSuite order, invoice and balance in Tidio while the customer is still chatting.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and NetSuite
Answer invoice questions
The NetSuite invoice and its balance let support answer without a handoff to finance.
Give a real order status
Sales order and fulfillment state from NetSuite match what the warehouse sees.
Check stock in the moment
NetSuite item availability in front of the agent means no promise a warehouse cannot keep.
Escalate with the record
When finance is needed, the conversation arrives with the record already identified.
Overview
NetSuite is the record for orders, invoices, inventory and what a customer owes. Support sits on the other side of a wall from it, which is why so many chats end with somebody promising to check with finance. Reading NetSuite into Tidio removes that step: the sales order, its fulfillment status and the open balance are in front of the agent. Writes stay in NetSuite, where the approval and posting rules already exist.
Key features
- Order and invoice in the chat The NetSuite record instead of a message to finance.
- Balance and terms in view Answer a payment question with the actual position.
- Stock before you promise Inventory from NetSuite keeps commitments honest.
- Posting stays in the ERP Journals and credits are created in NetSuite.
NetSuite
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect NetSuite in minutes
1
Connect NetSuite and Tidio
Zapier, Integrately or Make can carry records, or a service reads NetSuite and posts to the Tidio API.
2
Choose the fields support sees
Order, invoice, balance, terms and stock. Payroll and ledger detail stay out of the chat.
3
Keep writes in NetSuite
Credits, journals and orders are created there, with the approvals they require.
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We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the NetSuite integration
Should agents create orders in NetSuite?
Sometimes, and only with a clear rule. A reorder for an existing customer on standing terms is reasonable. Anything involving pricing, credit or a new account should be captured in the conversation and completed by the team who owns it, because a bad record in the ERP is expensive to unwind.
How do we avoid slowing NetSuite down?
Look up on demand rather than syncing everything, cache what will not change during a conversation, and key on the internal ID. NetSuite governance limits are real, and an integration that queries on every message will hit them at the worst possible moment.
Is the NetSuite integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the NetSuite integration.