Installation and Setup

Overview

Note: The Salesforce - SuiteBilling connector is an add-on to the Salesforce - NetSuite Connector. Before installing this add-on, please ensure that the Salesforce - NetSuite Connector is already configured in your Salesforce and NetSuite account.

The Salesforce - SuiteBilling Add-On is installed from integrator.io in a few easy steps. Sign up with integrator.io using a Google ID or create an account and perform the instructions as follows:
Go to https://integrator.io/marketplace. The Integration Marketplace page is displayed. From the list of different application tile available, click on the Salesforce tile. List of all available Salesforce connector is displayed. Go to the Salesforce - SuiteBilling connector and click Install. The connector is installed as a tile in integrator.io. Locate the Salesforce -  SuiteBilling connector tile and click Setup, the Setup > Salesforce - SuiteBilling Connector page is displayed.

Note: If you see the Contact Sales button instead of the Install button, please reach out to your Celigo contact to check the status of your connector license.

On the Setup > Salesforce - SuiteBilling Connector page, follow the instructions in the following steps to configure the NetSuite and Salesforce accounts and install the bundles on your NetSuite account:

Step 1: NetSuite Connection - Configure NetSuite account credentials

Use the following steps to Configure NetSuite account credentials in integrator.io:

1. Click Click to Configure to establish NetSuite Connection.
2. Select Authentication Type as Basic or Token and provide your NetSuite Connection details.
   For more information on the Account ID and Role ID field, see the NetSuite information needed to establish NetSuite connection with connector section in Pre-installation tasks.
3. Click Test to ensure your NetSuite credentials are correct before saving the record.
4. Once your credentials are successfully verified, click Save.

Step 2: Configure Salesforce Account credentials

Use the following steps to Configure Salesforce account credentials in integrator.io:

1. Click Click to Configure to establish the Salesforce Account connection.
2. Select the Account Type drop-down list value as Production and click Save & Authorize. Salesforce login page is displayed.
   
3. Login to your Salesforce account. The Allow Access page is displayed.
4. Click on the Allow button to finish the Salesforce configuration task.
   

Step 3: Install SuiteBilling package in Salesforce

Use the following steps to install the SuiteBilling package in Salesforce:

1. Click Click to Install and a new Install SuiteBilling Connector page is displayed to install the SuiteBilling package.
2. Select the user type and click Install.
   
3. Click Done once the installation is finished.
   
4. Once the bundle is successfully installed in your Salesforce account, switch over to your Integrator.io account.
5. Click Verify Now to complete the installation.
   

Step 4: Install SuiteBilling Bundle in NetSuite

Use the following steps to install SuiteBilling Bundle in NetSuite:

1. Click Click to Install and a new NetSuite window is displayed to install the SuiteBilling bundle. This may take few minutes to complete.
   
2. Once the SuiteBilling bundle is successfully installed in your NetSuite account, switch over to your Integrator.io account.
3. Click Verify Now to complete the installation.
   
   
   

After you set up the application the Salesforce - SuiteBilling connector tile changes to ‘Success’. The following are the two options available when you hover over the tile.

• Settings: Gear icon represents the ‘Settings’ and leads you to the data flows section
• Dashboard: The speedometer icon represents the ‘Dashboard’ that leads you to the section where you can see the status of your data flows

Note: In case you run into any issues during installation and would like to re-do the install process by uninstalling the current version, please reach out to your Celigo contact for help.