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Setting up a NetSuite Connection

Setting up a NetSuite Connection

The following steps must be used when adding a new NetSuite connector. SmartConnect uses token authentication with user role restrictions on data access.

SuiteSignOn is no longer supported by NetSuite and is not an available authentication type in SmartConnect. Token Based Authentication will be the only option, so any existing SuiteSignOn connections will need to be changed to Token Based Authentication. 

1. Retrieve NetSuite Account Id

  1. Log into NetSuite.
  2. Navigate to Setup > Company > Company Information.
  3. Find the Account Id field and save this value for later.

2. Enable Required Integration Features

  1. Log into NetSuite.
  2. Navigate to Setup > Company > Enable Features
  3. Click the Suite Cloud tab.
  4. In the SuiteTalk (Web Services) section select the following.
    • SOAP WEB SERVICES
    • REST WEB SERVICES
  5. In the Manage Authentication section select the following.
    • TOKEN-BASED AUTHENTICATION
  6. Click Save

3. Create a NetSuite Integration record

Before adding a connector, we will need an integration record to link to our integration via a Consumer Key and Consumer Secret. It is recommended to create a unique integration record for each integration application used.

  1. Log into NetSuite.
  2. Navigate to Setup > Integrations > Manage Integrations > New
  3. Enter a Name for the integration. 
  4. Check the box for TOKEN-BASED AUTHENTICATION
  5. Click Save

The CONSUMER KEY and CONSUMER SECRET that will only be displayed one time, so save them now. You will need both later in SmartConnect. 

4. Create an Access Token

Before we can create an access token, we need to setup a role and assign the role to a user. 

Create/Edit Role

  1. Log into NetSuite.
  2. Navigate to Setup > User/Roles > Manage Roles
  3. Click the New Role button or Edit an existing role if you have one setup that you would like to add token-based authentication to. 
  4. You can setup the role as needed, but the following Permissins are required for SmartConnect.
    • Permissions > Lists
      • Employees
      • Employee Record
    • Permissions > Setup
      • Custom Entity Fields
      • Custom Fields
      • Custom Record Types
      • REST Web Services
      • SOAP Web Services
      • User Access Tokens
  5. Click Save.

These are the minimum permissions needed to be able to setup the connector.  You will need additional permissions in place in order to query role categories/types depending on your specific needs.

It can take up to 24 hours for custom fields to show when adding new permissions to a role. So custom fields might not show right away. If you use a role that already had permissions setup, then custom fields should show right away.  

Assign Role to User

  1. Navigate to List > Employees > Employees.
  2. Click Edit on desired user.
  3. Click on the Access tab, then the Roles sub tab. 
  4. Assign the Role created/updated previously

Generate Access Token for User

  1. Navigating to Setup > Users/Roles > Access Tokens > New.
  2. Choose the APPLICATION NAME that was created in Step 3.
  3. Select the USER we assigned the role to, and choose the ROLE
  4. Click Save.

The Token and Token Secret will only be shown once, so save them now. You will need both later in SmartConnect. 

5. Setup a NetSuite connector in SmartConnect.com

  1. Log into SmartConnect.
  2. Navigate to Connections > Create Connection > NetSuite.
  3. Provide a Description.
  4. Enter the Account Id from Step 1.
  5. Enter the Token and Token Secret from Step 4.
  6. Enter the Consumer Key and Consumer Secret from Step 3.
  7. Check the box for Use Data Center Urls.

This connector can now be used for sources and destinations in SmartConnect.com.

If the user access tokens are active, this connection will work, even if the user needs to change their password due to a password policy. 

Content
1. Retrieve NetSuite Account Id 2. Enable Required Integration Features 3. Create a NetSuite Integration record 4. Create an Access Token Create/Edit Role Assign Role to User Generate Access Token for User 5. Setup a NetSuite connector in SmartConnect.com

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