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
- Create account on Oracle NetSuite
- Confirm your Email
Step 2: Setup NetSuite account
Step 2.1: Obtain Realm info
- Login into your NetSuite account
- Go to Setup » Company » Company Information
- Copy your Account ID (Realm). It should look like 1234567 for the
Production
environment or 1234567_SB2 if it is aSandbox
account.
Step 2.2: Enable features
- Go to Setup » Company » Enable Features
- Click on SuiteCloud tab
- Scroll down to SuiteScript section
- Enable checkbox for
CLIENT SUITESCRIPT
andSERVER SUITESCRIPT
- Scroll down to Manage Authentication section
- Enable checkbox
TOKEN-BASED AUTHENTICATION
- Scroll down to SuiteTalk (Web Services)
- Enable checkbox
REST WEB SERVICES
- Save the changes
Step 2.3: Create Integration (obtain Consumer Key and Consumer Secret)
- Go to Setup » Integration » Manage Integrations » New
- Fill the Name field (we recommend to put
y42-rest-integration
for a name) - Make sure the State is
enabled
- Enable checkbox
Token-Based Authentication
in Authentication section - Save changes
- After that, Consumer Key and Consumer Secret will be showed once (copy them to the safe place)
Step 2.4: Setup Role
- Go to Setup » Users/Roles » Manage Roles » New
- Fill the Name field (we recommend to put
y42-integration-role
for a name) - Scroll down to Permissions tab
- (REQUIRED) Click on
Transactions
and manuallyadd
all the dropdown entities with eitherfull
orview
access level. - (REQUIRED) Click on
Reports
and manuallyadd
all the dropdown entities with eitherfull
orview
access level. - (REQUIRED) Click on
Lists
and manuallyadd
all the dropdown entities with eitherfull
orview
access level. - (REQUIRED) Click on
Setup
and manuallyadd
all the dropdown entities with eitherfull
orview
access level.
- (REQUIRED) Click on
- Make sure you've done all
REQUIRED
steps correctly, to avoid sync issues in the future. - Please edit these params again when you
rename
orcustomise
anyObject
in Netsuite fory42-integration-role
to reflect such changes.
Step 2.5: Setup User
- Go to Setup » Users/Roles » Manage Users
- In column
Name
click on the user’s name you want to give access to they42-integration-role
- Then click on Edit button under the user’s name
- Scroll down to Access tab at the bottom
- Select from dropdown list the
y42-integration-role
role which you created in step 2.4 - Save changes
Step 2.6: Create Access Token for role
- Go to Setup » Users/Roles » Access Tokens » New
- Select an Application Name
- Under User select the user you assigned the
y42-integration-role
in the step 2.4 - Inside Role select the one you gave to the user in the step 2.5
- 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) - Save changes
- After that, Token ID and Token Secret will be showed once (copy them to the safe place)
Step 3: Setup Y42 Connector
- On Integrate, click on "Add..." to search for Netsuite Airybte.
- Name your integration.
- Enter the following parameters that you have saved during the setup
- Consumer Key
- Consumer Secret
- Realm Info
- Token Key
- Token Secret
- Select a Starting Date, which will be the modified date of the oldest imported data entry.
- Select the Window In Days import chunk size.
- Select the tables that you want to import and click Materialize.
- In the bottom drawer, select Trigger all.
Updated almost 2 years ago