---
title: NetSuite Custom Segments Integration
description: Discover how to export NetSuite custom segments into Precoro.
---

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# NetSuite Custom Segments Integration

## Learn how to set up the NetSuite custom segments integration with Precoro to customize documents and reports based on your business needs.

#### TABLE OF CONTENTS

- [Supported Custom Segment Types](https://help.precoro.com/how-to-sync-custom-segments-with-netsuite-suiteapp#supported-types)
- [Necessary Settings Adjustments](https://help.precoro.com/how-to-sync-custom-segments-with-netsuite-suiteapp#adjustments) 
    - [Step 1: Add Access to Specific Custom Segments](https://help.precoro.com/how-to-sync-custom-segments-with-netsuite-suiteapp#step-1)
    - [Step 2: Update Default Record Access Level](https://help.precoro.com/how-to-sync-custom-segments-with-netsuite-suiteapp#step-2)
- [How to Export Custom Segments from NetSuite](https://help.precoro.com/how-to-sync-custom-segments-with-netsuite-suiteapp#export)
- [How to Add the Imported Custom Segments into Documents](https://help.precoro.com/how-to-sync-custom-segments-with-netsuite-suiteapp#documents)

### Supported Custom Segment Types

Precoro supports the integration of NetSuite custom segments of the **Lists/Records** types.

The **Multiple Select** custom segments type can also be imported as a standard custom field for items or documents with single-select functionality in Precoro.

### Necessary Settings Adjustments

To successfully export and use custom segments in Precoro, you first need to adjust access permissions in NetSuite.

#### Step 1: Add Access to Specific Custom Segments

Follow these steps:

1. In NetSuite, navigate to **Setup → User/Roles → Manage Roles.**
2. Locate the **Precoro Integration Role →** click **Edit**.
3. On the role editing page, go to **Permissions → Custom Record** tab.
4. In the **Record** column, select the required custom segmentfrom the drop-down list.
5. In the **Level** column, set the access level to **Full**.
6. Click **Add** → **Save** to record the changes.

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#### Step 2: Update Default Record Access Level

Once the access is configured, here’s how you can update the default access level:

1. In NetSuite, go to **Customization → Lists, Records, & Fields → Custom Segments**.
2. On the **Custom Segments** page, click **Edit** next to the needed record.
3. On the editing page, locate the **Permissions** section.
4. Expand the drop-down under the **Default Record Access Level** → choose the **Edit** option.
5. Click **Save** to record the changes.

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### How to Export Custom Segments from NetSuite

Once you’ve made all the necessary adjustments, you can proceed with the custom segments export:

1. In NetSuite, navigate to **Precoro → Configuration → Integrations.**
2. In the **Export Lists** tab, click **Export** next to Custom Segments.
3. On the next page, click **Continue** next to the required custom segment. If access to a specific custom segment has not been granted to the Precoro Integration Role, you will receive an error.
4. In the **Export as** section, choose how you want the custom segments to be exported to Precoro: as Document Custom Fields, Item Custom Fields, or both.
5. In the **Custom Segments** section, select the values to export, or click **Mark All** to select all on the current page. If you switch pages, selections will be reset, so each page must be exported separately.
6. Click **Export** to complete the process. It may take up to 15 seconds for the selected custom segments to appear in Precoro. For large numbers of values, the integration will occur in batches, and the data will appear in Precoro gradually.
7. Repeat for each page, if necessary.

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### How to Add the Imported Custom Segments into Documents

Once the custom segments are imported from NetSuite, the corresponding **Custom Fields for Items** or **Custom Fields for Documents** will be automatically created in Precoro.

To use these fields in specific documents, you need to configure their availability:

1. In Precoro, go to **Configuration** → open the **Custom Fields for Items** or **Custom Fields for Documents page**.
2. Open the **NetSuite Custom Segment** directory.
3. In the **Basic Settings** section, select the necessary options.
4. In the **Available to Select In** section, check the documents where you want the field to appear.
5. Click **Update** to save the changes. The selected fields will now be available in the corresponding Precoro documents.

**💡Please note:** To find more information on working with custom fields for items and documents in Precoro, check our detailed guides: [How to Create and Manage Custom Fields for Items](https://help.precoro.com/functionality-of-items-custom-fields-1?hsLang=en), [How to Create and Manage Custom Fields for Documents](https://help.precoro.com/documents-custom-fields-types-and-configuration-1?hsLang=en).

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