Support

1. Overview

Purpose

Suite Enrich AI is a NetSuite-native application that enriches Contact, Customer, Vendor, and Partner records with professional data. The application automatically populates over 165 data fields including company firmographics, contact details, career history, social profiles, and AI-generated insights.

Application Components

The following objects are installed into the NetSuite account:

• Suite Enrich Settings (customrecord_se_settings) — stores activation details, plan information, company name, and support contact
• Suite Enrich Bulk Run (customrecord_se_bulk_run) — tracks bulk enrichment job execution and progress
• Suite Enrich Queue (customrecord_se_queue) — manages the enrichment processing queue

• Company enrichment fields applied to Customer and Vendor records
• Person enrichment fields applied to Contact records
• AI-generated insight fields applied to Contact and Customer records
• Metadata fields for enrichment status, timestamp, and credit usage tracking

• Suite Enrich — All Partners
• Suite Enrich — All Contacts
• Suite Enrich — All Customers
• Suite Enrich — All Vendors

Guidelines for Use

• Suite Enrich AI must be activated before use. Navigate to the Dashboard, open Settings, and complete the activation screen.
• Enrichment consumes credits. Credit limits are governed by the active plan tier. Credits reset on the 1st of each month.
• Person enrichment matching uses strict identity logic: the system requires at minimum a first name, last name, and either an email address or company name to return results.
• Company enrichment requires a domain name or company name.
• Enriched field values are written to new custom fields and do not impact any existing data.
• Only Administrators should have access to the Suite Enrich Settings record.

Release Notes

Version 1.0.0 — Initial Release (March 2026)

• Full person enrichment: 77 fields including job title, seniority, LinkedIn profile, location, career history, and skills
• Full company enrichment: 83 fields including industry, headcount, revenue, funding, technologies, and social profiles
• AI-generated insights: fields including contact and company summaries
• Bulk enrichment with queue management and progress tracking
• Settings page with activation, plan and usage display, and company configuration
• Credit gating enforced at the application layer — enrichment stops cleanly when limits are reached

2. Installing the Application

Prerequisites

Before installing Suite Enrich AI, ensure the following prerequisites are met:

• Administrator role required to install the application
• SuiteScript enabled (Setup > Company > Enable Features > SuiteCloud > SuiteScript)
• REST Web Services feature enabled (Setup > Company > Enable Features > SuiteCloud)

Installation Steps

1. Log in to NetSuite as an Administrator.
2. Navigate to Customization > SuiteBundler > Search & Install Bundles.
3. Search for Suite Enrich AI or enter the Bundle ID.
4. Click the application name to view the component list.
5. Click Install and confirm.
6. Wait for the installation to complete. You will receive a confirmation notification.

Initial Configuration

After installation, activate Suite Enrich AI from the Dashboard:

1. Navigate to the Suite Enrich AI Dashboard.
2. Click Settings.
3. Complete the activation screen with your Company Name and Support Email, then click Activate.

Testing Installation

After configuration, perform the following verification steps:

• Open the Suite Enrich AI Dashboard and confirm your plan and credit balance are displayed.
• Open Settings and confirm the application shows as activated and your company name is saved.
• Confirm the Suite Enrich AI subtab and enrichment fields are available on the Contact, Customer, Vendor, and Partner forms.
• Confirm Suite Enrich saved searches are present under Reports > Saved Searches.
• Run a single-record enrichment on a Contact with a known email address and confirm fields are populated.

3. Using the Application

Roles and Permissions

The following permissions are required to use Suite Enrich AI:

User Procedures

1. Open a Contact, Customer, or Vendor record in NetSuite.
2. Click the Enrich button on the record.
3. Enriched fields are automatically populated on the record.
4. If the credit limit has been reached, a message will appear. Navigate to the Suite Enrich AI Dashboard to review usage.

1. Navigate to Suite Enrich AI > Bulk Enrich.
2. Select a saved search to define the records to enrich.
3. Submit the bulk run. A Bulk Run record is created to track progress.
4. Progress is visible on the Bulk Run record.

1. Navigate to the Suite Enrich AI Dashboard to view credit usage and enrichment activity.

Example

The following example illustrates a complete enrichment workflow for a new Contact record:

1. A new Contact is created in NetSuite: First Name: Jane, Last Name: Smith, Email: jane.smith@acme.com, Company: Acme Corp.
2. The user clicks Enrich on the Contact record.
3. Suite Enrich AI validates the account and confirms a credit is available.
4. The application matches Jane Smith at Acme Corp using strict matching (first name + last name + email + company).
5. Person enrichment fields are populated: job title, seniority, LinkedIn profile, location, phone, skills, and more.
6. The Contact's parent Customer record is also updated with company enrichment fields for Acme Corp.

Application Limitations

• Not all contacts or companies will have full data coverage. Results depend on data availability.
• Person enrichment requires at minimum: first name + last name + email, OR first name + last name + company name.
• Credit limits are enforced at the application layer. Enrichment stops when limits are reached.
• Bulk enrichment is subject to NetSuite Map/Reduce governance limits. Large jobs should be run during off-peak hours.

4. Updating the Application

When a new version of Suite Enrich AI is available, administrators can update via the standard NetSuite bundle update process:

1. Navigate to Customization > SuiteBundler > Installed Bundles.
2. Locate Suite Enrich AI and click Update if a new version is available.
3. Review the list of objects that will be updated.
4. Confirm the update. Configuration in the Suite Enrich Settings record will not be affected.

Important Notes:

• Always test updates before applying to Production.
• Review the Release Notes for each new version before updating.
• Manual modifications to application objects will be overwritten by updates.

5. Uninstalling the Application

To remove Suite Enrich AI from a NetSuite account:

1. Navigate to Customization > SuiteBundler > Installed Bundles.
2. Locate Suite Enrich AI and click Uninstall.
3. Review the list of objects that will be removed.
4. Confirm the uninstallation.

Important Notes:

• Uninstalling removes all Suite Enrich custom records, fields, scripts, and saved searches. This action cannot be undone.
• Enrichment data written to custom fields on Contact, Customer, and Vendor records will also be removed.

6. Support

Troubleshooting

Contacting Support

When contacting support, please include your NetSuite Account ID, a description of the issue, and any relevant error messages or screenshots.

7. NetSuite Disclaimer

NetSuite does not test, approve, or support SuiteBundles developed by our partners or our customers.

NETSUITE MAKES NO WARRANTIES OF ANY KIND RELATED TO BUNDLES, INSTALLATION OF A BUNDLE IN A NETSUITE ACCOUNT OR ITS USE WITH A NETSUITE ACCOUNT, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, AND NETSUITE SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT OF THIRD PARTY RIGHTS, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, NETSUITE DOES NOT REPRESENT OR WARRANT THAT USE OF THE BUNDLE WILL MEET YOUR REQUIREMENTS OR THAT YOUR USE OF NETSUITE SERVICE WITH THE BUNDLE WILL BE UNINTERRUPTED, TIMELY, SECURE OR FREE FROM ERROR.

IN NO EVENT SHALL NETSUITE HAVE ANY LIABILITY TO YOU OR ANY THIRD PARTY ARISING OUT OF OR RELATED TO YOUR USE OF THE BUNDLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, COVER OR PUNITIVE DAMAGES, HOWEVER CAUSED, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, AND WHETHER OR NOT YOU HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.