f894dcd0-fa35-43b6-99a3-4dd1375eeeba.png

Revolutionize your approach to work with UiPath Process Mining. Our comprehensive collection of Process Mining app templates empowers your business operations with efficiency, accuracy, and productivity enhancements. Whether it's streamlining Quote to Cash, Purchase to Pay, Order to Cash, Lead Management, Incident Management, or other critical processes, these templates seamlessly integrate into your existing systems. Say goodbye to manual tasks and embrace the future of streamlined automation.

UiPath Process Mining provides out-of-the-box application templates for various processes and source systems, serving as a foundation for creating customized process apps to visualize your data.

UiPath Process Mining App Templates | UiPath Marketplace

UiPath Process Mining App Templates

Oracle NetSuite is a cloud-based business management suite **that offers software products for organizations**, including ERP/Financials, CRM, and ecommerce. With the help of Oracle NetSuite, you can manage all aspects of your operations, from procurement and supply chains to order management and fulfillment.

  

To establish a connection with your Oracle NetSuite instance, visit the  for further guidance.

  

The UiPath connector for Oracle NetSuite **supports events via polling**, and you can learn more on the .

  

With the connection established, you can leverage the  in  to create automations that interact with your Oracle NetSuite data. These activities **enable you to execute create, read, update, and delete operations on your Oracle NetSuite objects.**

  

For more information about the API for Oracle NetSuite, refer to the .

Oracle NetSuite is a cloud-based ERP that lets users run entire enterprise organizations from a single SaaS-based system.

From ERP and Financials to CRM and ecommerce, Oracle NetSuite empowers organizations to centralize and optimize their processes effortlessly. Enjoy the benefits of real-time data insights, streamlined procurement, efficient order management, insightful analytics, and enhanced customer relationships—all in one comprehensive platform.

The UiPath Oracle NetSuite connector enables you to transform mundane tasks into effective, automated workflows, enhancing operational agility. Reduce manual efforts and achieve elevated productivity.

Unlock operational excellence with Oracle NetSuite integrations powered by UiPath. Streamline ERP, CRM, and ecommerce processes to automate tasks, and gain real-time insights for business efficiency.

Oracle NetSuite Integrations and Connector

Product Manager

**Overview**

Oracle NetSuite is a cloud business management suite that offers comprehensive software for an organization, with software products encompassing ERP/Financials, CRM, and ecommerce. Now UiPath robots can leverage this platform directly via activities.

  

This **UiPath Official package** includes the following activities:  

  

**For all Standard and Custom Objects**

· Get Record

· Insert Record

· Update Record

· Delete Record

· Initialize Record (for supported record types)

  

**Bulk Actions**

· Saved Search

· Get Records

· Delete Records

  

**Folder and File Management**

· Get Folders

· Get Files

· Upload File

· Download File

· Attach File

· Detach File

· Get Files by Object

  

**Authentication**

· NetSuite Scope

  

Full documentation is available at  https://docs.uipath.com/activities/docs/netsuite-about.

Add native integration to Oracle NetSuite with UiPath Studio Activities.

Introduction to NetSuite's Cloud-Based Business Management Solutions
--------------------------------------------------------------------

NetSuite, a leading cloud-based business management suite, provides a comprehensive array of software solutions for organizations, including ERP/Financials, CRM, and ecommerce tools.

Empowering Automation with UiPath Oracle NetSuite Activities Pack
-----------------------------------------------------------------

The UiPath Oracle NetSuite Activities pack empowers users to automate NetSuite record management. Leveraging NetSuite SOAP web services operations, this activities package facilitates the retrieval of saved searches and the insertion, deletion, and updating of NetSuite records by your robots.

  

Before the scope activity can be used to establish a connection, you must complete the steps outlined in the [Setup](https://docs.uipath.com/activities/other/latest/legacy-integrations/netsuite-setup) guide. After you complete the **Setup** steps, you can begin building your automation projects.

Comprehensive Activities in the Oracle NetSuite Pack
----------------------------------------------------

The Oracle NetSuite pack includes the following activities:

### **Authentication**

*   [Oracle NetSuite Application Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-scope) - Establishes an authenticated connection between UiPath and your NetSuite integration record.

### **For all Standard and Custom Objects**

*   [Get Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-get-record) - Retrieves a specific record.
*   [Get All Records](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-get-all-records) - Gets all records for a given object type.
*   [Insert Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-insert-record) - Inserts a new record object.
*   [Update Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-update-record) - Updates a specific record.
*   [Delete Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-delete-record) - Deletes a specific record.
*   [Initialize Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-initialize-record) - Initializes a specific record to a new record type, such as initializing a Purchase Requisition to a Purchase Order.

### **Bulk Actions**

*   [Saved Search](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-saved-search) - Executes a saved search for a given object and returns the results.
*   [Get Records](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-get-records) - Retrieves a list of records based on a discrete list of internal ids (**InternalIds**).
*   [Delete Records](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-delete-records) - Deletes a list of records.

### **Folder and File Management**

*   [Get Folders](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-get-folders) - Retrieves a list of all folders in a specific folder.
*   [Get Files](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-get-files-by-folder) - Retrieves a list of all files in a specific folder.
*   [Upload File](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-upload-file) - Uploads a file from a local path to a specified folder in Oracle NetSuite.
*   [Download File](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-download-file) - Downloads a file to a specified folder.
*   [Attach File](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-attach-file) - Attaches a specific file to a specific NetSuite object.
*   [Detach File](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-detach-file) - Detaches a specific file from a specific NetSuite object.
*   [Get Files by Object](https://docs.uipath.com/activities/other/latest/legacy-integrations/oracle-netsuite-get-files-by-object) - Retrieves a list of all files attached to a specific NetSuite Object.

The package contains a set of activities which can be used independently or in a flow of multiple combined activities respecting the business logic of the flow in NetSuite. These activities can also be used together with any other activity.

  

All the activities have mandatory and (sometimes) optional inputs based on the logic provided.

  

Each activity has a mandatory property called UiElement as input/output. Any activity should be included in a Use Application/Browser resource card manually indicating the NetSuite application page needed (this can be the Home page, for example). In the Use Application/Browser resource card, the user should Save For Later Use (new variable) the Output of the Use Application/Browser and then use this value as an input for each NetSuite activity included inside the resource in the UiElement property.

  

Activities inside the package:

*   NavigateToHome
*   NavigateToMenu
*   NavigateToSubMenu
*   NavigateToTableHeader
*   RetrievePopUpMessageAndStopExecution
*   SearchAndGetResult
*   UpdateCheckBox
*   UpdateDropdown
*   UpdateLookupField
*   UpdateTextBox
*   UpdateTableDropdown
*   UpdateTableLookupField
*   UpdateTableCheckBox
*   UpdateTableTextbox
*   NavigateToNewJournalEntry
*   SaveJournal
*   CustomizeReport
*   ExportToCSV
*   ExportToExcel
*   ExportToPDF
*   ExportToWord
*   NavigateToSavedReport
*   NavigateToNewVendor
*   NavigateToVendorList
*   SaveVendor

This package includes a set of activities that interact with the NetSuite User Interface and are meant to be used by Citizen Developers.

NetSuite is a leading cloud-based business management suite that offers a comprehensive range of software solutions for organizations, including ERP/Financials, CRM and ecommerce.

The UiPath.OracleNetSuite.IntegrationService.Activities pack empowers you to automate the management of your NetSuite records. By integrating with NetSuite SOAP web services operations ("SOAP operations"), this activities package enables your robots to retrieve saved searches and insert, delete and update your NetSuite records.

### How It Works

To enable outbound automation between UiPath and Oracle NetSuite, the activities establish an authenticated connection via the NetSuite Connector.

Before building your first project, ensure you complete the steps outlined in the [Authentication Guide](https://docs.uipath.com/integrations/docs/uipath-oracle-netsuite).

### Activities

- [Delete Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-delete-record) - Deletes a specific record.
- [Get Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-get-record) - Retrieves a specific record.
- [Insert Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-insert-record) - Inserts a new record object.
- [List All Records](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-list-all-records) - Lists all the records in NetSuite.
- [Update Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-update-record) - Uses the NetSuite connection to update a specific record.
- [Create Basic Company Customer](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-create-basic-company-customer) - Creates a basic customer of the type Company.
- [Create Basic Company Vendor](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-create-basic-company-vendor) - Creates a basic vendor of the type Company.
- [Create Basic Contact](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-create-basic-contact) - Creates and associates a contact to either a customer or a vendor.
- [Create Basic Individual Customer](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-create-basic-individual-customer) - Creates a basic customer of the type Individual.
- [Create Basic Individual Vendor](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-create-basic-individual-vendor) - Creates a basic vendor of the type Individual.
- [Create Basic Support Case](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-create-supportcase) - Creates a basic support case.
- [Update Basic Company Customer](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-update-basic-company-customer) - Updates a basic customer of the type Company without address book details.
- [Update Basic Company Vendor](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-update-basic-company-vendor) - Updates a basic company vendor without address book details.
- [Update Basic Contact](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-update-basic-contact) - Updates a contact and associates it to either a customer or a vendor.
- [Update Basic Individual Customer](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-update-basic-individual-customer) - Updates a basic individual customer without address book details.
- [Update Basic Individual Vendor](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-update-basic-individual-vendor) - Updates a basic individual vendor without address book details.
- [Update Basic Support Case](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-update-supportcase) - Updates a basic support case.
- [Customer Created](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-customer--created) - Triggers when a new customer is created.
- [Customer Updated](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-customer--updated) - Triggers when a customer is updated.
- [Record Created](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-created) - Triggers when a new record is created.
- [Record Updated](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-updated) - Triggers when a record is updated.
- [Support Case Raised](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-support--case--created) - Triggers when a support case is raised.
- [Support Case Updated](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-support--case--updated) - Triggers when a support case is updated.
- [Vendor Created](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-vendor--created) - Triggers when a vendor is created.
- [Vendor Updated](https://docs.uipath.com/activities/other/latest/integration-service/uipath-oracle-netsuite-vendor--updated) - Triggers when a vendor is updated.

NetSuite offers ERP/Financials, CRM and ecommerce solutions. The UiPath activity package automates NetSuite record management via SOAP operations.

RPA Pre-Sales Engineer

### UiPath Process Mining

UiPath Process Mining offers **preconfigured** application templates for a range of processes and source systems, serving as an excellent foundation for creating your process apps.  harnesses the digital traces within your systems and applications to provide a comprehensive view of your processes, leaving no detail overlooked. These **templates can be tailored** to align with your specific business needs and published with a collection of **interactive dashboards** and **key performance indicators (KPIs)**, empowering business users to meticulously monitor and analyze processes.

### Purchase-to-Pay process

**Unleash the full potential** of your Purchase-to-Pay process with the  designed for . By leveraging this robust tool, you can effortlessly import raw input data from your Oracle NetSuite system and gain an automated, in-depth understanding of your business processes. This heightened visibility enables you to swiftly identify process inefficiencies and pain points that impede your business from realizing its maximum potential. Armed with these insights, you can optimize your Purchase-to-Pay processes, streamline operations, and drive substantial business impact.

  

Oracle NetSuite is a cloud-based **enterprise resource planning (ERP)** software suite that offers a comprehensive suite of tools for managing various aspects of your business operations, including:

*   **Financial management**
*   **Customer relationship management (CRM)**
*   **Inventory control**
*   **Order fulfillment**
*   **E-commerce**

By harnessing the capabilities of Oracle NetSuite, **you can enhance the efficiency and effectiveness** of these critical business functions.

Use your Oracle NetSuite data to analyze your Purchase-to-Pay process.

### UiPath Process Mining

**UiPath Process Mining** revolutionizes the way businesses analyze and optimize their processes. With its comprehensive suite of app templates, this cutting-edge solution empowers organizations to achieve unparalleled insights and drive impactful results. By leveraging the digital footprints embedded in your systems and applications,  unveils the complete journey of your processes, leaving no detail unnoticed.

**Customizability** is at the core of UiPath Process Mining. You can effortlessly tailor the pre-built app templates to align with your specific business needs. Whether it's analyzing the lead-to-order process or any other critical workflow, UiPath Process Mining **provides a seamless and intuitive platform** for gaining a deep understanding of your operations.

### Quote-to-Cash app

Take the  template designed for . This powerful tool enables you to effortlessly import raw data from Oracle NetSuite, **automatically identifying your business processes**, pinpointing areas of improvement, and optimizing them for maximum efficiency.

Oracle NetSuite, a cloud-based ERP software suite, is an indispensable asset for modern businesses. Offering a comprehensive range of business management tools, Oracle NetSuite streamlines and automates key operational areas, including:

-   **Financial management**
-   **Customer relationship management (CRM)**
-   **Inventory management**
-   **Order fulfillment**
-   **E-commerce**

By combining the capabilities of UiPath Process Mining and Oracle NetSuite, businesses can **unlock untapped potential**, gaining a competitive edge in their respective industries. From **enhancing process visibility** to driving intelligent decision-making, this powerful synergy **delivers transformative outcomes for organizations** striving to thrive in today's dynamic landscape.

Use your Oracle NetSuite data to analyze your Quote-to-Cash process.

### UiPath Process Mining

**UiPath Process Mining** offers **pre-built application templates** for various processes and source systems, serving as an ideal starting point for creating customized process apps.  utilizes the digital footprints generated by your systems and applications to provide a comprehensive view of your processes, capturing every detail. These **out-of-the-box (OOB) app templates** can be tailored to align with your specific business requirements, enabling you to publish them with a range of dashboards and key performance indicators (KPIs). This empowers business users to **monitor and analyze** the processes with precision.

### The Order-to-Cash Process

The  specifically designed for Oracle NetSuite is a **robust solution** for optimizing the Order-to-Cash processes of businesses. Leveraging this Process Mining app template, users can **efficiently import** raw input data from their Oracle NetSuite system, which is then **automatically analyzed** to identify any inefficiencies or bottlenecks within the process. Armed with this valuable insight, companies can take to enhance their Order-to-Cash processes, leading to improved efficiency, reduced errors, and heightened customer satisfaction.

Oracle NetSuite is a cloud-based **enterprise resource planning (ERP)** software suite that provides a comprehensive array of business management tools. It is specifically designed to **streamline and automate** various operational aspects of businesses, encompassing:

-   **Financial management**
-   **Customer relationship management (CRM)**
-   **Inventory management**
-   **Order fulfillment**
-   **E-commerce**

Use your Oracle NetSuite data to analyze your Order-to-Cash process.

### UiPath Process Mining

**UiPath Process Mining** offers out-of-the-box app templates for several processes and source systems that you can use as the starting point for creating your process apps.

  

**Process Mining** uses the digital footprints left behind in your systems and applications to show you everything that happens in your processes, and we mean everything! You can customize these OOB  to your business needs and publish them with a set of dashboards and KPIs to enable business users to monitor and analyze the processes in detail.

### Fixed Asset Management Process

 describes the process of proposing an Asset, then creating this Asset and following its use, depreciation, location transfers, revaluations, impairments/repairs, through to its eventual disposal. More information on the fixed asset management process in **NetSuite** can be found in this **.**

  

With the **Oracle NetSuite Fixed Asset Management** app template you can load raw input data from  for the Fixed Asset Management process, extracted to either **Snowflake** or **SQL Server** using **CData Sync**. The raw input data is transformed through a series of transformations that take place via dbt (data build tool) and produce the required input data used in Process Mining **Oracle NetSuite Fixed Asset Management** process apps.

  

Oracle NetSuite is a cloud-based enterprise resource planning (ERP) software suite that offers a comprehensive set of business management tools. It is designed to streamline and automate various aspects of a business's operations, including:

*   **Financial management**
*   **Customer relationship management (CRM)**
*   **Inventory management**
*   **Order fulfillment**
*   **E-commerce**

Use your Oracle NetSuite data to analyze your Fixed Asset Management process.

	Listing	Apps	Downloads
	Oracle NetSuite Add native integration to Oracle NetSuite with UiPath Studio Activities.		647
	NetSuite UIAutomation for Citizen Developers This package includes a set of activities that interact with the NetSuite User Interface and are meant to be used by Citizen Developers.		<100
	Oracle NetSuite Activity Package NetSuite offers ERP/Financials, CRM and ecommerce solutions. The UiPath activity package automates NetSuite record management via SOAP operations.		<100
	Purchase to Pay App Template for Oracle NetSuite Use your Oracle NetSuite data to analyze your Purchase-to-Pay process.		<100
	Quote to Cash App Template for Oracle NetSuite Use your Oracle NetSuite data to analyze your Quote-to-Cash process.		<100
	Order to Cash App Template for Oracle NetSuite Use your Oracle NetSuite data to analyze your Order-to-Cash process.		<100
	Fixed Asset Management for Oracle NetSuite Use your Oracle NetSuite data to analyze your Fixed Asset Management process.		<100

Simplify Processes with Oracle NetSuite Integrations and Connector

Oracle NetSuite connector

Explore Studio Desktop listings

Explore Collections to get inspired

Similar apps

ERP

ERP

ERP

ERP