Installation and set up
Video overview of installation and set up
The ADP - NetSuite integration app is accessed from the integrator.io marketplace. The integration app is set up using self-installing components. The integrator.io home page.
The integration appears as a tile in the home page. Install integration and set up.
Set up the self-installing components in four self-installing steps.
Step 1: Set up the NetSuite account information.
Go to Step 1 and press Click to Configure to establish a connection with NetSuite.
Provide your NetSuite credentials and save the record.
Note: You must have 'Administrator' credentials in NetSuite. Please ask your system administrator for installation permissions.
Environment: The NetSuite environment that you want to connect with. NetSuite supports Production, Sandbox and Beta environments. Sandbox NetSuite accounts must be provisioned by NetSuite, and Beta environments are typically only available in the weeks prior to a large NetSuite upgrade. For API users, this is an enum field and the possible values are: ['production', 'sandbox', 'beta'].
Account #: Your NetSuite Account ID. One way to obtain this value within NetSuite is via Setup -> Integration -> Web Services Preferences. If this does not work, then please contact NetSuite support.
Role ID: The NetSuite Internal ID of the Role associated with the User. To obtain this value you must first know which NetSuite Role record is associated with the User you are using for this connection. Once you know the Role, then you can navigate to Setup -> Users/Roles -> Manage Roles. 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. If these steps didn't work for your particular NetSuite instance, then please contact NetSuite support.
Email: The email address that you use to login to NetSuite.
Password: Your NetSuite password. Please note that there are multiple layers of protection in place (including AES 256 encryption) to keep your password data safe.
Concurrency Level (Web Services): If you have SuiteCloud Plus enabled for your NetSuite credentials, use this field to enable (and/or limit) the number of concurrent web services requests allowed by this connection resource. Please note that you can purchase multiple SuiteCloud Plus licenses from NetSuite to increase overall throughout capabilities, and integrator.io can support up to 20 concurrent requests per NetSuite connection resource. If you need more throughput than 20, please consider creating a second connection resource and then partition your data flows across the two different connection resources.
Concurrency Level (RESTlet): Set this field to limit the number of concurrent RESTlet requests allowed by this connection resource. Please note that NetSuite currently limits each credential to 10 concurrent RESTlet requests at a time. If you need more throughput than 10, please consider creating a second connection resource that uses a different set of NetSuite credentials and then partition your data flows across the two different connection resources.
You can also ‘Test’ the connection before saving the record.
Note: Web Services / Suitescript must be enabled for testing. To enable Web Services/SuiteScript in NetSuite, go to NetSuite > Setup > Company > Enable Features. Select SuiteCloud in the sub-menu. The features are displayed. Select the checkbox for SuiteScript and Save.
Step 2: Provide ADP account credentials
Name: Optional name that can be given to this connection.
Host: The URI of the FTP server host. Typically this value will look something like 'ftp.mycompany.com', or sometimes just a raw IP address '22.214.171.124'. It is also very common for FTP servers to be behind a firewall, and to support accessing resources behind a firewall you will need to make sure all of the FTP specific integrator.io IP addresses (listed right below the HOST field) have been whitelisted on your FTP server infrastructure.
Use SFTP: Select Checkbox if true
Port: Set this field to override the default port number
Username: The username that you would like to use to connect with the S/FTP server
Password: The password associated with the username that you are using to connect with the S/FTP server. Please note that there are multiple layers of protection in place (including AES 256 encryption) to keep your password value safe
Use Passive Mode: FTP supports two communication modes: active and passive. This field should be used to turn on passive mode. This field defaults to true in the UI, because passive is the more common option. If active mode is needed, it is very important that the ftp server support the inbound port range 15000-15100.
User Directory is root: Set this field to treat the user's home directory as the root of the FTP site, and to resolve all directory and file paths relative to the user's home directory. For example, if the directory path in an export is 'temp/ftp' and 'User Directory Is Root' is true then integrator.io will attempt to export all files in the following directory: '/home/myuser/temp/ftp'. However, if 'User Directory Is Root' is false then integrator.io will attempt to export all files in the following directory: '/tmp/ftp'
Step 3: Install integrator bundle in NetSuite
If NetSuite bundle is already installed, the following NetSuite bundle screen is displayed.
The label on the install form changes to ‘Verify now’.
The green check mark appears in a few minutes.
Step 4: Install the ADP bundle in NetSuite
Press ‘Click to install’ and NetSuite bundle install page displays.
The option in the integrator set up screen changes to ‘Verify now’. Click Verify Now and the green check mark appears in a few minutes.
Installation completes successfully. The data flow settings page is displayed.
Note: During the installation and implementation phases, the Celigo Services and Support teams will require a user role with permissions to create and update Journal entries and Employee records.