Pre-installation tasks for Cash Application Manager integration app

Configuration to establish the NetSuite connection

Enable SuiteTalk (Web Services), SuiteScript, and SuiteBundler

To enable SuiteTalk (Web Services), SuiteScript, and SuiteBundler in NetSuite, go to Setup > Company > Enable Features. Select SuiteCloud in the sub-menu. The features are displayed. Select the SuiteTalk (Web Services), SuiteScript, and SuiteBundler checkbox and click Save.

NetSuite information needed to establish a NetSuite connection with the integration app

The integration app requires the following information from NetSuite to be entered when configuring NetSuite connection:

• Account ID
• Role ID
• Email
• Password

For more information, see Set up a connection to NetSuite.

The Role ID is the NetSuite Internal ID of the Role associated with the Account ID (User). To obtain this value you must first know the Account ID associated with the user you are using for this connection. One way to obtain this value within NetSuite is via Setup > Integration > SOAP Web Services Preferences > Account ID.

Once you know the Account ID, you can navigate to Setup > Users/Roles > Manage Roles > Internal ID and if you have NetSuite Internal Ids displayed automatically it will just show in the list view, or you can open the Role in view mode and look at the URL in the browser and the ID will be listed there too.

Note: To enable the visibility of internal IDs in NetSuite, go to Home > Set Preferences > General Tab > Set Defaults and select the Show Internal IDs checkbox.

Ways to establish NetSuite Connection with integrator.io

You can establish your NetSuite account connection with integrator.io in the following ways:

• Setup the NetSuite connection with administrator access.
  You can choose to assign the Account ID (user) you provide when installing an integration app with the administrator role in the Role ID field. Default internal id for an administrator role in NetSuite is “3”.
• Setup the NetSuite connection without administrator access.
  If you do not want to associate the administrator role with the Account ID you provide when installing an integration app, you will need to ensure that the Role ID associated with the Account ID has the necessary permissions for the integration app to access the required details from your NetSuite account. The following section provides more details on permission needed to establish NetSuite connection with a non-administrator role.

Recommendation: When you use the same login for multiple integration apps, the concurrency of that login is shared by all the connections. As NetSuite allows you to make only 10 concurrent RESTlet requests at a time per login, we recommend you to use separate NetSuite user login (email and password) for each integration app for better throughputs.

Set up permissions for non-administrators roles in NetSuite

Each non-administrator will be able to only access the NetSuite record types that their role permits. Not having adequate role permissions could lead to unwanted errors when executing the data flows. In order for the user to set up, run, and maintain integrations and integration apps with a non-administrator role, you need to provide controlled access using the Permissions option in NetSuite.

To set up controlled access permissions in NetSuite, select Setup > Users/Roles > Manage Roles. The Manage Roles page is displayed. Find the role for which you need to customize the permissions and click Customize. The Role page is displayed.

In the Permissions tab, ensure that the following permissions are enabled for the user: