NetSuite Setup

Firstly log in to your NetSuite account.

Create An Integration

1. From the top navigation bar go to Setup > Integration > Manage Integrations > New

2. Enter a name for the integration

3. State should be Enabled

4. From the Authentication section select Token-Based Authentication

5. Scroll down and click Save

Make a note of the Consumer Key and Consumer Secret.

Finding Your Account ID

1. From the top navigation bar go to Setup > Company > Company Information

Enable Features

1. From the top navigation bar go to Setup > Company > Enable Features

2. Click the SuiteCloud subtab

3. In the SuiteScript section check Client SuiteScript and Server SuiteScript

4. In the SuiteTalk (Web Services) check REST Web Services

5. In the Manage Authentication section check Token-Based Authentication

6. Scroll to the bottom of the page and click Save

Create A Role

If you haven’t done so already you will need to create a custom role which includes the appropriate permissions to make the desired API calls.

1. From the top navigation bar go to Setup > Users/Roles > Manage Roles > New

2. Give the role a name

3. For Authentication check Web Services Only Role

4. From Permissions > Transactions add Find Transaction, Invoice and Sales Order. Each with Level: Full

5. From Permissions > Reports add SuiteAnalytics Workbook

6. From Permissions > Lists add any/all of the following: Accounts, Contacts, Currency, Customers, Employees, Projects, Subsidiaries. Each with Level: Full

7. From Permissions > Setup add Access Token Management, User Access Tokens and REST Web Services. Each with Level: Full

8. Scroll to the bottom of the page and click Save

Assign Role To User

1. From the top navigation bar go to Setup > Users/Roles > Manage Users

2. Select the user who should be assigned the role

3. From the user’s profile page navigate to Access > Roles

4. Add the role created above

5. Scroll to the bottom of the page and click Save

Create An Access Token

1. From the top navigation bar go to Setup > Users/Roles > Access Tokens > New

2. Enter the Application Name (previously created integration), User and Role

3. Give the token a name and click Save

Make a note of the Token ID and Token Secret.

Connector Setup

1. Locate the Oracle NetSuite - SuiteTalk REST Web Services connector

   Cyclr Console > Connectors > Connector Library > Oracle NetSuite - SuiteTalk REST Web Services

2. From the Edit Connector interface click ‘Setup’

3. Enter the credentials retrieved in the above steps

4. Click Next

The connector is now authenticated and ready to use.

Tags: connector

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