---
title: NetSuite Transaction Body Fields Integration
description: Discover how to configure NetSuite Transaction Body Fields integration with the Precoro SuiteApp.
---

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# NetSuite Transaction Body Fields Integration

## Learn how to set up NetSuite Transaction Body Fields integration to customize your documents and reports based on your business needs.

#### TABLE OF CONTENTS

- [Supported Transaction Body Field Types](https://help.precoro.com/how-to-sync-transaction-body-fields-with-netsuite-suiteapp#types)
- [How to Export Date and Free-Form Text Transaction Body Fields from NetSuite](https://help.precoro.com/how-to-sync-transaction-body-fields-with-netsuite-suiteapp#date-text-types)
- [How to Export List/Record Transaction Body Fields from NetSuite](https://help.precoro.com/how-to-sync-transaction-body-fields-with-netsuite-suiteapp#list-record-type) 
    - [How to Grant Access to Specific List/Record Transaction Body Fields](https://help.precoro.com/how-to-sync-transaction-body-fields-with-netsuite-suiteapp#access)
- [Character Limits for the Transaction Body Field of Free-Form Text Type](https://help.precoro.com/how-to-sync-transaction-body-fields-with-netsuite-suiteapp#limits)

### Supported Transaction Body Field Types

Precoro supports the integration of Transaction Body Fields of the **Date**, **Free-Form Text**, and **Lists/Records** types.

In Precoro, these fields appear as **Custom Fields for Documents**.

### How to Export Date and Free-Form Text Transaction Body Fields from NetSuite

To export NetSuite Transaction Body Fields of the Date and Free-Form Text types into Precoro, follow these steps:

1. In NetSuite, navigate to **Precoro → Configuration → Integrations.**
2. Open the **Export Lists** tab → click **Export** next to Transaction Body Fields. It may take some time for the next page to load.
3. On the **Transaction Body Fields Export** page, the fields of Date and Free-Form Text types will appear. Select the needed ones or **Mark All.**
4. Click **Export** to complete the process. It may take up to 15 seconds for the Transaction Body Fields to appear in Precoro.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/190155594052" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="190155594052" data-hsv-style="" data-hsv-width="3832" data-hsv-height="1798" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### How to Export List/Record Transaction Body Fields from NetSuite

Before exporting List/Record Transaction Body Fields, ensure the **Include Name Field** setting is enabled in all necessary **Custom Record Types**. This configuration allows you to export Custom Body Fields with default values needed for synchronization with Precoro.

First, navigate to Customization **→** Lists, Records & Fields **→** Record Types.

[![A screenshot directing to the record types page](https://help.precoro.com/hs-fs/hubfs/Record%20Types.jpg?width=670&height=264&name=Record%20Types.jpg)](https://help.precoro.com/hubfs/Record%20Types.jpg?hsLang=en)

Find the Custom Record Types selected in Custom Body Fields you want to export. Open each of them to view the details, enable the **Include Name Field** setting, and save the changes.

[![A screenshot showing the necessary setting for each record type (enabled)](https://help.precoro.com/hs-fs/hubfs/Include%20name%20field.jpg?width=670&height=277&name=Include%20name%20field.jpg)](https://help.precoro.com/hubfs/Include%20name%20field.jpg?hsLang=en)  
To export NetSuite Transaction Body Fields of the List/Record type:

1. In NetSuite, navigate to **Precoro → Configuration → Integrations.**
2. Open the **Export Lists** tab → click **Export** next to Transaction Body Fields. It may take some time for the next page to load.
3. Switch to the **List/Record Transaction Body Fields** tab → click **Continue** next to the needed field.
4. On the next page, select the Transaction Body Field values to export, or click **Mark All** to select all records on the current page. When switching pages, the record selection will be reset. Therefore, each page must be exported separately.
5. Click the **Export** button to complete the process. It may take up to 15 seconds for the Transaction Body Field to appear in Precoro.

**💡Please note:** For large numbers of values, the integration will occur in batches, and the data will appear in Precoro gradually.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/190152626609" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="190152626609" data-hsv-style="" data-hsv-width="3832" data-hsv-height="1798" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### How to Grant Access to Specific List/Record Transaction Body Fields

To integrate the **List/Record** type Transaction Body Fields, the **Precoro Integration Role** may require additional permissions. If no records appear on the **Transaction Body Fields Export** page, it likely means access has not been granted.

Follow these steps in NetSuite to update the permissions:

1. Navigate to **Setup → User/Roles → Manage Roles.**
2. Click **Edit** next to the Precoro Integration Role.
3. On the **Role** page, open the **Permissions** tab.
4. Under the appropriate sub-tab (**Lists** for list types or **Custom Record** for record types), **select** the required list or record from the drop-down menu.
5. Set the access level to **Full →** click **Add.**
6. Repeat for other lists or records if needed.
7. Click **Save** to record the changes.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/190159335582" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="190159335582" data-hsv-style="" data-hsv-width="3832" data-hsv-height="1798" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Character Limits for the Transaction Body Field of Free-Form Text Type

Transaction Body Fields of the Free-Form Text type are limited to 300 characters. You cannot enter more than this in either NetSuite or Precoro.

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