Configuring a NetSuite Connector

The NetSuite Connector allows you to utilise a NetSuite account within Unify to optimise data synergy.

The NetSuite connector supports all editions of NetSuite including Standard, CRM, and OneWorld and leverages NetSuite Web Services to enable access to any entity in the organisation's NetSuite account in real time.

The provider supports all versions of the SuiteTalk API. The connector models NetSuite entities, transactions, custom records, and lists in these APIs as bidirectional tables.

The connector communicates with NetSuite through the NetSuite Web services. This means that any connecting user must have permissions on the specified AccountId to connect through NetSuite Web Services. As of the NetSuite 2020.2 release, web services using 2020.2 and higher will no longer support user / password authentication. The NetSuite Connector will still support user / password connections for versions prior to 2020.2 but any version value set to 2020.2 or later will require either OAuth or token-based authentication.

Set NetSuite permissions

  1. Log into NetSuite and under Setup go to User/Roles -> Manage Roles -> New. Alternatively, edit an existing role.

  2. Click Permissions -> Setup and add the SOAP Web Services and REST Web Services permissions.

  3. Add other permissions that are needed for interacting with various entities and transactions. Most commonly required permissions:

    Permission

    Used For

    Access Token Management

    Allows users to create access tokens for token-based authentication.

    Custom <type> Fields (VIEW)

    Allows users to see custom fields of the given type. Used with IncludeCustomFieldColumns.

    Custom Lists (VIEW)

    Allows displaying metadata for custom list tables. Used with IncludeCustomListTables.

    Custom Record Types (VIEW)

    Allows displaying metadata for custom record tables. Used with IncludeCustomRecordTables.

    Deleted Records (VIEW)

    Used for retrieving information on deleted records.

    Log in Using Access Tokens

    Allows the user to log in to REST / SOAP services with a token.

    REST Web Services

    All REST requests including when Schema is set to SuiteQL, and support for RESTlets.

    SOAP Web Services

    All SOAP requests including when Schema is set to SuiteTalk (default), test connection, and some requests for custom fields.

    Other Custom Fields (VIEW)

    Allows users to see custom fields of the "other" type. Used with IncludeCustomFieldColumns.

    User Access Token

    Allows a user to have tokens created for them via ether Token Based Authentication or Using OAuth Authentication.

  4. Under Setup, go to User/Roles -> Manage Users and select the user.

  5. On the Access tab, add the newly created role and save the user.

Connect Unify to Netsuite

The NetSuite Connector allows you to utilise a NetSuite account within Unify to optimise data synergy.

The NetSuite connector supports all editions of NetSuite including Standard, CRM, and OneWorld and leverages NetSuite Web Services to enable access to any entity in the organisation's NetSuite account in real time.

The provider supports all versions of the SuiteTalk API. The connector models NetSuite entities, transactions, custom records, and lists in these APIs as bidirectional tables.

The connector communicates with NetSuite through the NetSuite Web services. This means you must first configure permissions on the specified AccountId to connect through NetSuite Web Services. As of the NetSuite 2020.2 release, web services using 2020.2 and higher will no longer support user / password authentication. The NetSuite Connector will still support user / password connections for versions prior to 2020.2 but any version value set to 2020.2 or later will require either OAuth or token-based authentication.

Connection method 1 - using OAuth Authentication

  1. Register the NetSuite app on Setup --> Integrations --> Manage Integrations.

  2. Select the checkbox for each of Token-Based Authentication and TBA: Authorization Flow

  3. Obtain the following connection properties:

    • OAuthClientId.
    • OAuthClientSecret.
    • CallbackURL - Set Callback URL to http://localhost:portnumber (specify any available port).

  1. After creating the OAuth credentials, enter the following details to create a connection within Unify:

    • AccountId - Set this to the account id you are connecting to.
    • OAuthClientId - Set this to the Consumer Key assigned when you registered your app.
    • OAuthClientSecret - Set this to the Consumer Secret assigned when you registered your app.
    • CallbackURL - Set this to the redirect URI defined when you registered your app.
    • Username - NetSuite login User to authenticate the connection request.
    • Password - Password for the above user.

Connection method 2 - token-based authentication

  1. In NetSuite, log in as an administrator role and navigate to Setup --> Company --> Enable Features --> SuiteCloud --> Manage Authentication.

  2. Make sure Token-Based Authentication and TBA: Authorization Flow are checked and save changes.

  3. Navigate to Setup --> Integration --> Manage Integrations.

  4. Create a new integration and select Token-Based Authentication.

  5. Make a note of the OAuthClientId and OAuthClientSecret connection properties. When the integration is created, the Consumer Key and Consumer Secret displayed will map directly to the OAuthClientId and OAuthClientSecret connection properties.

  6. Create a token role by navigating to Setup --> User/Roles --> Manage Roles and either create a new role or edit an existing role.

  7. Under Permissions --> Setup, the role must have the permissions set as follows:

    • User Access Token - Full.
    • Access Token Management - Full.
    • Web Services - Full.

  8. Add the role to a user under Lists --> Employees --> Employees.

  9. Select to edit an employee and add the new token role under Access --> Roles.

  10. Navigate to Setup --> User/Roles --> Access Tokens and create a new access token. Select the application name as the integration that was created earlier, and the same user and role that were updated in the previous steps

  11. Make a note of the OAuthAccessToken and OAuthAccessTokenSecret. After creating the access token, the Token Id and Token Secret displayed map directly to the OAuthAccessToken and OAuthAccessTokenSecret properties.

  12. After creating the access token, enter the following details to create a connection within Unify:

    • AccountId - specify the account to connect to.
    • OAuthClientId - the Consumer Key displayed when the application was created.
    • OAuthClientSecret - the Consumer Secret displayed when the application was created.
    • OAuthAccessToken - the Token Id when the access token was created.
    • OAuthAccessTokenSecret - the Token Secret when the access token was created.