NetSuite Integration Setup Guide

Netsuite is a suite of cloud software used to manage a business’s financials, operations and customer relations. This integration allows Catalytic to look up, create and edit customer and account information inside Netsuite.

Integrations can only be set up by Admin users and are enabled per team. See our General Integration Information page for an overview of integrations and some recommendations when configuring new integrations.

Examples of Use

A few bulleted examples of how the feature could be used in the context of business processes.

  • Look up a customer, if they don’t exist add one
  • Add a new customer after completing your sales process
  • Add a return authorization as part of your support process

Required Setup

Configuring with Netsuite requires your consumer Realm, consumer Secret, consumer Key, Token Secret, Token ID and the Script URL. This requires configuration from an admin within Netsuite.

Once you have the consumer Realm, secret, and other fields, fill out the secure Netsuite Credential Submission form. We’ll contact you once the integration is ready to use.

This data is used to authenticate a secure connection between Netsuite and Catalytic. This is a standard authentication method between modern applications.

How to create the consumer Realm

Get your NetSuite account ID.

  1. Go to Setup > Integration > Web Services Preferences.
  2. The Account ID is the consumer Realm.

How to create the consumer Key and Secret

Enable token-based authentication

  1. Go to Setup > Company > Enable Features.
  2. In the sub-navigation menu, select SuiteCloud and scroll down to Manage Authentication.
  3. Enable token-based authentication, agree to the terms of service, and select save.

Create a new role

  1. Go to Setup > Users/Roles > Manage Roles > New.
  2. View the Permissions section at the bottom of the page. Select and add appropriate access permissions.
    • Note: Ensure you unchecked the “Web Services Only Role” check box.
    • Note: You cannot use one of the standard roles.
    • Note: For custom fields and records, you will need to grant permissions first. The minimum access permissions are “Web Services” and “User Access Tokens”.
    • Note: For NetSuite’s OneWorld edition, ensure the role has access to the appropriate subsidiaries.
  3. Select save.

Assign new role to the user

  1. Go to Lists > Employees > Employees > Search.
  2. Use the employee search to find and edit their user page.
  3. Near the bottom of the page, select Access, then add the new role and save.

Create a new integration record for Catalytic

  1. Go to Setup > Integration > Manage Integrations > New.
  2. Input a name and set the state to Enabled.
  3. Enable token-based authentication and save.
  4. Copy the Application ID, Consumer Key, and Consumer Secret from the confirmation screen.
    • Note: The Consumer Key and Consumer Secret only display once.

How to create the Token ID and Token Secret

  1. Go to Setup > Users/Roles > Access Tokens > New
  2. Select the integration, user, role, and save.
  3. Copy the Token ID and Token Secret from the confirmation screen.
    • Note: The Token ID and Token Secret only display once.

How to create the script URL

Enable the following feature: Client SuiteScript, Server SuiteScript, and Web Services

  1. Go to Setup > Company > Enable Features.
  2. In the sub-navigation menu, select SuiteCloud, and enable those features.

Upload Catalytic script as a new script record

  1. Go to Customization > Scripting > Scripts > New.
  2. Upload the following script: https://api.v1.pushbot.io/v1/teams/catalytic/files/47e8da87-4ae7-4c78-8add-aca23de6aac3/download
  3. Select RESTlet as the script type, enter a name, and edit the script file.
  4. Copy and paste the script’s function name for the Get Function and Post Function names. In this example, it is getRecord and createRecord. Save the script.
    • Note: The newly created script internal ID is located in the URL. You will need this script URL for the connector configuration.

Deploy Catalytic script

  1. Click Deploy Script.
  2. Set status to testing or released and log level. View the Audience page located in the sub-navigation. Select the roles that should be allowed to call the script.
    • Note: Coordinate this change with the roles you have associated with web services users.

    • Note: On the confirmation screen, copy the External URL value. You need the base URL, script, and deploy query string parameters in the connector configuration. Save the URL value that generates right after you create the script.

  3. Select save.

Create Integration

Once you have set up the connection in Netsuite, you are ready to integrate! To finish the integration, fill out the Netsuite Credential Submission form.

We’ll then contact you once the integration is ready for you to use. Once complete, the Netsuite integration will be ready to finalize.

The following instructions are for creating an integration for the first time. If you already have a connection, select the integration and select Add a Connection, or see How to create a new connection for an existing integration.

  1. Open the overflow menu in the top navigation bar, and select Admin.
  2. Select Integrations at the bottom of the page.
  3. Select the Add an Integration button in the top right corner.
  4. Select the Netsuite integration then select Add this Connection.
  5. Fill in the details. Set the integration permissions if necessary.
  6. Select Connect.