Connect any Formaloo form to your NetSuite account so every submission automatically creates a record, a Customer or a Vendor, in your ERP. No manual re-entry, no exports.
What you'll build
By the end of this guide, you'll have a Formaloo form connected to NetSuite that turns each submission into a live NetSuite record. You'll map your form fields to the matching NetSuite fields, set the required subsidiary, publish, and watch new Customer or Vendor records appear in NetSuite automatically.
When to use this
You collect vendor or customer information through a form and re-type it into NetSuite by hand
You onboard new suppliers or clients regularly and want the record created the moment they submit
Your finance or procurement team needs form data to land in NetSuite without a manual import
You want a public intake form feeding directly into your ERP without giving people NetSuite access
Before you start
You'll need your own NetSuite account credentials. Each business connects its own NetSuite account, so this is a one-time setup you complete before mapping any form. Have your NetSuite account ID and API access ready.
Step-by-step
1. Open the NetSuite integration. In Formaloo, open the form you want to connect. Go to Apps & integrations, find NetSuite, and open it.
2. Connect your NetSuite account. On the Add new integration tab, enter your NetSuite account details and save.
You'll see a message that your credentials are saved and you need to authorize access, click Connect with OAuth.
You'll be redirected to NetSuite to sign in and authorize Formaloo to access your account.
After authorizing, you'll land back in your Formaloo workspace. Reopen Apps & integrations → NetSuite → Add new integration to continue, you'll now see the Select a form step.
ℹ️ Each form can have one NetSuite integration. Connect your account first, then set up an integration per form.
3. Select the form to sync. Under Select a form, choose the form whose submissions you want sent to NetSuite.
4. Choose the record type you're creating. Decide whether this form should create a Customer or a Vendor record in NetSuite, and map only to that record type's fields. Keep every field on one form mapped to the same record type, don't mix Customer and Vendor fields in a single form, because one submission creates one record.
5. Map your form fields to NetSuite fields. For each field, pick your Formaloo field on the left and the matching NetSuite field on the right. Type in the NetSuite field box to filter the long list. Map the fields you need, for example:
Company name → Vendor · Company Name (or Customer · Company Name)
Work email → Vendor · Email
Phone number → Vendor · Phone
Website → Vendor · URL
💡 NetSuite has many similarly named fields. Map the field, submit one test entry, then open the created record in NetSuite to confirm the value landed where you expect. Adjust the mapping if it went to a different field.
6. Add the subsidiary field (required for many accounts). Depending on your NetSuite environment, subsidiary is a required field, NetSuite will not create a Customer or Vendor without it. If your account requires it, add a Dropdown (or a single choice) field to your form.
Map your Subsidiary field to Vendor · subsidiary (or Customer · subsidiary), for each dropdown option, enter the subsidiary name exactly as it appears in NetSuite.
⚠️ Subsidiary is required on most NetSuite accounts. Without it, record creation fails silently. You must include a mapped subsidiary field. NetSuite accepts the subsidiary by name (for example, Singapore) as the mapped value. You can find your account's exact subsidiary names in NetSuite under Setup → Company → Subsidiaries. Use the names exactly as they appear there.
💡 If you don't want respondents to see this field, mark it as admin-only so it stays hidden on the public form while still supplying the subsidiary to NetSuite.
7. Map any choice fields with value mapping. If you map a dropdown or single-choice field (like a category) to a NetSuite list field, a Value mapping section appears. For each of your form's options, enter the matching NetSuite value so the correct value lands on the record.
8. Save the integration. Click Save changes. Your mapping now appears under the Active integrations tab, where you can edit or remove it later.
9. Publish and test. Publish your form, open the live link, and submit one test entry with clear, unique values. In NetSuite, go to Lists → Relationships → Customers (or Vendors), find your record, and confirm every mapped field is correct.
Final result
You now have a Formaloo form wired directly into NetSuite. Every new submission creates a Customer or Vendor record automatically, with your fields mapped and the required subsidiary set. Your team stops re-keying data, records are created in real time, and your form becomes a live entry point into your ERP.
Ready to build?
🚀 Use this template Start in minutes with a pre-built version of this workflow.
💬 Get help from our concierge team Our team will help you set this up for your specific use case.
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