Managing your Suitapp

Managing Your Wholechain Integration

Once you have completed the setup process and clicked Activate Integration, you will be taken to the Manage Integration screen.

This screen allows you to:

  • Manage event triggers
  • Monitor integration status
  • Review trigger and exception logs
  • Manage uploaded master data
  • Reconfigure or disable your integration


Understanding Event Mapping

Important Setup Note

During the setup process, you configured mappings between:

  • NetSuite Events

    and

  • Wholechain Events

How This Works

Whenever the mapped NetSuite event runs inside NetSuite, the integration automatically triggers the corresponding Wholechain event using the field mappings you configured.

Example

NetSuite Event Wholechain Event
Item Receipt Receive From Vendor

In this example:

  • Every time an Item Receipt occurs in NetSuite,
  • Wholechain automatically creates a Receive From Vendor event using the mapped data.


Manage Triggers

On the top-left section of the Manage Integration screen, you will see the Manage Triggers section.



Edit Mapping Configuration

Click Edit Mapping Configuration to:

  • Modify event mappings
  • Change field mappings
  • Adjust optional configuration settings
  • Add or remove integrations

This screen is the same configuration screen used during initial setup.



Returning to the Manage Integration Screen

Once you are done editing mappings:

  1. Click Activate Integration again

This will return you to the Manage Integration screen.



Integration Status

The Integration Status section allows you to manage your active Wholechain connection.



Reconfigure API Key

You can:

  • Change your API key
  • Switch environments

For example:

  • Move from Sandbox to Production
  • Move from Production to Sandbox

After making changes:

  1. Click Save


Disable Integration

You may also completely disable the integration.

When disabled:

  • No additional information will be sent from NetSuite to Wholechain.
  • All item “include in Wholechain integration” checkboxes will be unchecked
  • All existing mapping configurations and API key data will be removed, and you will be redirected to the Wholechain connection setup page to reconnect and reconfigure the integration if needed.


Include in Wholechain Integration Checkbox

Once the Wholechain SuiteApp is installed, inventory items in NetSuite will contain a new checkbox called:

Include in Wholechain Integration

This checkbox determines whether records involving that product should be sent to Wholechain.



How It Works

Even if an event mapping exists, the product must still be enabled for Wholechain integration.

Example

You have configured:


NetSuite Event

Wholechain Event

Item Receipt Receive From Vendor

If a product on the Item Receipt does not have:

  • Include in Wholechain Integration checked,

then that product will not be transmitted to Wholechain.

On activation, all products are automatically checked. To uncheck, please make your way to the inventory item and unselect the integration checkbox 



Multiple Products on a Single Record

If an Item Receipt contains:

  • One product enabled for Wholechain
  • One product not enabled for Wholechain

then:

  • Only the enabled product will be sent to Wholechain.


Trigger Logs

The Trigger Logs section displays all events that were successfully sent to Wholechain or failed after reaching the Wholechain API.



Trigger Statuses

Complete

Indicates:

  • The event was successfully processed by Wholechain.

Failed

Indicates:

  • The request reached the Wholechain API,
  • but the API returned an error.


Important Note About Trigger Logs

Trigger Logs only display failures that occurred after NetSuite successfully sent the payload to the Wholechain API.

If a failure occurred before the API call was made, the error will instead appear in the:

  • Exception Logs section.


Viewing Trigger Details

To inspect a specific trigger:

  1. Click View Details

You will then be able to see:

  • The payload sent to Wholechain
  • The response returned from Wholechain
  • Related NetSuite record information


Available Actions

From the Trigger Details screen, you can:

  • Resend the payload
  • Open the related NetSuite record
  • Remove the event from Wholechain


Contacting Support

If you need assistance diagnosing a failed trigger:

Please contact:

  • support@wholechain.com

Include:

  • Event ID
  • Payload details
  • Related NetSuite record information

This will help Wholechain support diagnose the issue more efficiently.



Exception Logs

The Exception Logs section displays errors that occurred before the Wholechain API received the information.

These are generally:

  • NetSuite-side failures
  • Mapping failures
  • Script execution errors
  • Validation failures before transmission


Diagnosing Exception Logs

To properly diagnose these issues:

  1. Export or copy the Exception Log information
  2. Send the details to Wholechain Support

This information is required for troubleshooting.



Managing Your Master Data

The Managing Your Master Data section allows you to manage records uploaded into Wholechain.

Master data includes:

  • Products
  • Vendors
  • Customers
  • Self Locations


Self Locations

Self Locations refer to:

  • Your own business locations within your Wholechain account.


Viewing Uploaded and Non-Uploaded Records

For each master data category, you can view:

  • Records already uploaded to Wholechain
  • Records not yet uploaded


Uploading Additional Master Data

If you need to upload more records:

  1. Navigate to the master data section in your Wholechain Suitapp (This will be at the bottom of your Suitapp):
    • Products
    • Vendors
    • Customers
    • Self Locations
  2. Click Upload More

This will return you to the original upload and mapping screen from the setup process.



Upload Workflow

From the upload screen you can:

  • Select records to upload
  • Preview the upload data
  • Save and upload records to Wholechain


Automatic Creation Using “Add on the Go”

If you enabled:

  • Add Products on the Go
  • Add Locations on the Go

During integration setup, manual uploads may not be necessary.



How Automatic Creation Works

When an event runs:

Products

If the product does not exist in Wholechain:

  • Wholechain automatically creates the product
  • Then processes the event


Locations

If the location does not exist in Wholechain:

  • Wholechain automatically creates the location
  • Then processes the event

This applies to:

  • Internal Locations

By Default the system will always create masterdata for the following locations when running events on them. 

  • Vendors
  • Customers
  • Receiving Locations
  • Shipping Locations


Best Practices

It is recommended that you:

  • Regularly review Trigger Logs
  • Monitor Exception Logs
  • Validate mappings after any NetSuite customization changes
  • Test integration changes in Sandbox before Production
  • Ensure products intended for traceability have the Include in Wholechain Integration checkbox enabled