Netsuite Setup

Resources

The resources you need to be able to connect to this connector are:


Setup guide

Prerequisites

The resources you need to be able to connect to this connector are:

  • Oracle NetSuite account
  • Allowed access to all Account permissions options

Parameters:

  • Consumer Key
  • Consumer Secret
  • Realm Info
  • Token Key
  • Token Secret

Connector Setup

Step 1: Create NetSuite account

  1. Create account on Oracle NetSuite
  2. Confirm your Email

Step 2: Setup NetSuite account

Step 2.1: Obtain Realm info

  1. Login into your NetSuite account
  2. Go to Setup » Company » Company Information
  3. Copy your Account ID (Realm). It should look like 1234567 for the Production environment or 1234567_SB2 if it is a Sandbox account.

Step 2.2: Enable features

  1. Go to Setup » Company » Enable Features
  2. Click on SuiteCloud tab
  3. Scroll down to SuiteScript section
  4. Enable checkbox for CLIENT SUITESCRIPT and SERVER SUITESCRIPT
  5. Scroll down to Manage Authentication section
  6. Enable checkbox TOKEN-BASED AUTHENTICATION
  7. Scroll down to SuiteTalk (Web Services)
  8. Enable checkbox REST WEB SERVICES
  9. Save the changes

Step 2.3: Create Integration (obtain Consumer Key and Consumer Secret)

  1. Go to Setup » Integration » Manage Integrations » New
  2. Fill the Name field (we recommend to put y42-rest-integration for a name)
  3. Make sure the State is enabled
  4. Enable checkbox Token-Based Authentication in Authentication section
  5. Save changes
  6. After that, Consumer Key and Consumer Secret will be showed once (copy them to the safe place)

Step 2.4: Setup Role

  1. Go to Setup » Users/Roles » Manage Roles » New
  2. Fill the Name field (we recommend to put y42-integration-role for a name)
  3. Scroll down to Permissions tab
    • (REQUIRED) Click on Transactions and manually add all the dropdown entities with either full or view access level.
    • (REQUIRED) Click on Reports and manually add all the dropdown entities with either full or view access level.
    • (REQUIRED) Click on Lists and manually add all the dropdown entities with either full or view access level.
    • (REQUIRED) Click on Setup and manually add all the dropdown entities with either full or view access level.
  4. Make sure you've done all REQUIRED steps correctly, to avoid sync issues in the future.
  5. Please edit these params again when you rename or customise any Object in Netsuite for y42-integration-role to reflect such changes.

Step 2.5: Setup User

  1. Go to Setup » Users/Roles » Manage Users
  2. In column Name click on the user’s name you want to give access to the y42-integration-role
  3. Then click on Edit button under the user’s name
  4. Scroll down to Access tab at the bottom
  5. Select from dropdown list the y42-integration-role role which you created in step 2.4
  6. Save changes

Step 2.6: Create Access Token for role

  1. Go to Setup » Users/Roles » Access Tokens » New
  2. Select an Application Name
  3. Under User select the user you assigned the y42-integration-role in the step 2.4
  4. Inside Role select the one you gave to the user in the step 2.5
  5. Under Token Name you can give a descriptive name to the Token you are creating (we recommend to put y42-rest-integration-token for a name)
  6. Save changes
  7. After that, Token ID and Token Secret will be showed once (copy them to the safe place)

Step 3: Setup Y42 Connector

  1. On Integrate, click on "Add..." to search for Netsuite Airybte.
  2. Name your integration.
  3. Enter the following parameters that you have saved during the setup
    • Consumer Key
    • Consumer Secret
    • Realm Info
    • Token Key
    • Token Secret
  4. Select a Starting Date, which will be the modified date of the oldest imported data entry.
  5. Select the Window In Days import chunk size.
  6. Select the tables that you want to import and click Materialize.
  7. In the bottom drawer, select Trigger all.