NetSuite integration setup

1. Get your NetSuite account ID.
   1. Go to Setup > Integration > Web Services Preferences.
   2. Account ID will be consumer Realm later.
2. 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.
3. 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.
   3. Note: Ensure you unchecked the "Web Services Only Role" check box.
   4. Note: You cannot use one of the standard roles.
   5. Note: For custom fields and records, you will need to grant permissions first. The minimum access permissions are "Web Services" and "User Access Tokens".
   6. Note: For NetSuite's OneWorld edition, ensure the role has access to the appropriate subsidiaries.
   7. Select save.
4. 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.
5. 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.
   5. Note: The Consumer Key and Consumer Secret only display once.
6. Create a new access token.
   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.
   4. Note: The Token ID and Token Secret only display once.

• Enable the following feature: Client SuiteScript, Server SuiteScript, and Web Services.
  • Go to Setup > Company > Enable Features.
  • In the sub-navigation menu, select SuiteCloud, and enable those features.
• Upload Catalytic script as a new script record.
  • Go to Customization > Scripting > Scripts > New.
  • Upload the following script: https://api.v1.pushbot.io/v1/teams/catalytic/files/47e8da87-4ae7-4c78-8add-aca23de6aac3/download
  • Select RESTlet as the script type, enter a name, and edit the script file.
  • Copy and paste the script's function name for the Get Function and Post Function names. In this example, it's 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.
  
  • Click "Deploy Script".
  • 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.
  • Select save.

You are now finished with the NetSuite integration setup. Contact help@catalytic.com with the info below and you are ready to go!

{

consumerPublic: {{YOUR consumerPublic}}

consumerSecret: {{YOUR consumerSecret}}

consumerRealm: {{YOUR consumerRealm}}

scriptUrl: {{script url}}

}

Create Integration

After Catalytic Support has completed the required setup, follow these steps:

1. Select Integrations in the left pane
2. Select the + button in the lower-right corner
3. Select NetSuite
4. Select Connect

Related Actions & Triggers

Actions

• NetSuite: Add customer
• NetSuite: Add return authorization
• NetSuite: Lookup customer by name
• NetSuite: Lookup entity by ID