Integrating with NetSuite

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By Radim Jung

updated about 2 months ago

Simply follow the steps described below:

Step by step guide:

I. Get the Account ID

To get your NetSuite Account ID, go to Setup > Company > Company Information

 

Setup Company Company Information

On the Company Information page, you will see the ACCOUNT ID label on the right side. Save the number, but leave off the trailing _SB1


NetSuite Company Information Page

For the example above, our Account ID is 555555

II. Get the Consumer Key/Secret Pair

To create a Consumer Key/Secret Pair we will need to create an Integration Record

Head to Setup Integrations Manage Integrations


Setup Integrations Manage Integrations

Once you're on the Manage Integrations page, press New

 

Create new Integration Record

On the new integration record page:

  1. choose a name for your integration

  2. check the Token-Based Authentication option

  3. check the "TBA: ISSUETOKEN ENDPOINT" option

  4. uncheck the "TBA: AUTHORIZATION FLOW" option

  5. uncheck the "AUTHORIZATION CODE GRANT" option

 

Configured Integration Record

Make sure your settings match the above, and press Save

Successfully created Integration Record

Now that your Integration Record is created, scroll down to find your Consumer Key/Secret Pair

Your Consumer Key/Secret Pair is only displayed once! Make sure to save it from this screen, or else you will have to generate a new key pair.

 

Integration Record Consumer Key/Secret Pair

III. Get the Access Token Key/Secret Pair

The next step is to generate an Access Token Key/Secret Pair – to do this will need to create an Integration Role and assign it to a User.

Create the Role

Head to Setup Users/Roles > Manage Roles > New

 

Setup Users/Roles > Manage Roles > New

On the new role page choose a name for your integration role

 

Name the Integration Role

Now you can configure the minimum permissions:

Setup - User Access Token (Full)

Setup - SOAP Web Services (Full)

Setup - Login using Access Tokens (Full)

Setup - Integration Application (Full)

Setup - REST Web Services (Full)

Setup - Access Token Management (Full)


Add minimum permissions to use the API

Add the permissions you need to access relevant data in the Transactions, Reports, and Lists sections. See a full list of available objects in the NetSuite docs


Permissions to access specific objects

Once you're ready, press Save

Assign the Role to a User

If you would like to create a new User for the Integration, head to Lists Employees Employees New

 

Lists Employees Employees New

Alternatively, if you already have a User you'd like to use ready, head to Lists Employees Employees Search and open the user.

 

Lists Employees Employees Search

Once you have opened the relevant user, and select Edit


Edit Employee

Scroll down to the Access Roles tab, and add our new Integration Role to the list

 

Add Integration Role to User

Press Save

Generate the Access Token Key/Secret Pair

The final step is to generate the Access Token Key/Secret Pair for the User.

Head to Setup Users/Roles > Access Tokens > New

 

Setup Users/Roles > Access Tokens > New

On the Access Token page, select the Integration Record (Application Name), User, and Role we just setup

 

Access Token Page

Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page:


Access Token/Secret Pair

III. Task - Connect NetSuite to Inventoro

1. Go back to the Inventoro app and click Connect at the top right corner of your screen. Choose NetSuite, fill in your NetSuite Account ID, NetSuite Consumer Key, NetSuite Consumer Secret, Your NetSuite Token Key, Your NetSuite Token Secret:

2. Click Connect and then have a cup of coffee, we do the rest. 

That's all that needs to be done. After the connection is set up please allow up to several hours before your data actually appears in the Inventoro app. Basically, we need to import your data and calculate sales forecasts and optimum purchase order proposals. This is a large computation operation and takes some time. Once Inventoro will be ready you'll receive an email.

Good luck!

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