The Shopify - NetSuite integration app helps retailers combine the powerful Shopify eCommerce platform with the NetSuite features and keep the orders, customers, fulfillments, billings, items & inventory levels in sync.
Before you install the integration app
- Perform the steps mentioned in the prerequisites article.
- Install the integrator.io and Shopify bundles in NetSuite.
Install integrator.io bundle in NetSuite
To install the integrator.io bundle in NetSuite:
- Log in to your NetSuite account.
-
Go to Customization > SuiteBundler > Search & Install Bundles.
- On the "Search & Install Bundles" page, in the Keywords field, enter Celigo integrator.io (bundle name) or 20038 (bundle ID).
- Click Search.
- Click Celigo.integrator.io.
-
On the "Bundle Details" page, click Install.
- On the permission window, read through and click OK.
Your bundle will now be installed and you can find the same on the Search & Installed Bundles page (Customization > SuiteBundler > Search & Install Bundles > List).
Install the Shopify bundle in NetSuite
- In NetSuite, go to Customization > SuiteBundler > Search & Install Bundles.
- On the "Search & Install Bundles" page, in the Keywords field, enter Celigo Shopify Connector [IO] (bundle name) or 81289 (bundle ID).
- Click Search.
- Click Celigo Shopify Connector [IO].
-
On the "Bundle Details" page, click Install.
- On the permission window, read through and click OK.
Your bundle will now be installed and you can find the same in the Search & Installed Bundles page (Customization > SuiteBundler > Search & Install Bundles > List).
Configure your NetSuite account
Enable Token-Based authentication in your NetSuite account
- Log in to your NetSuite account as an Administrator.
- Go to Setup > Company > Enable Features.
- On the "Enable Features" page, click SuiteCloud.
- In the Manage Authentication section, check the TOKEN-BASED AUTHENTICATION checkbox.
- Click Save.
Create a custom role in NetSuite
- In NetSuite, go to Setup > Users/Roles > Manage Roles.
- On the "Manage Roles" page, next to the "Celigo eTail SmartConnectors" role, click Customize.
- On the "Role" page, in the Name field, enter a different name to clone the role.
- In the "Permissions" tab, configure the permissions as per your business needs as needed.
- Click Save.
Select NetSuite user and assign a role
Select the NetSuite user account that will be used to connect your Shopify SmartConnector.
- In NetSuite, go to Setup > Users/Roles > Manage Users.
- On the "Manage Users" page, click on the appropriate user to connect your Shopify integration app.
- On the selected Employee page, click Edit.
- Go to Access tab > Roles sub-tab.
- Select the role that was created in the "Create a custom role in NetSuite" step.
- Click Save.
Generate NetSuite Access Tokens
-
In NetSuite, go to Setup > Users/Roles > Access Tokens > New.
- In the APPLICATION NAME drop-down box, select eTail Connectors (Token-Based Auth).
- In the USER drop-down list box, select the user name that you have edited in the previous step.
- In the ROLE drop-down list box, select the role that was assigned to the user.
- The TOKEN NAME populates automatically. Modify the name as needed.
- Click Save.
- Token ID & Token Secret will be displayed. Save the tokens in a place where you can copy them into your Celigo connection as described in the next section.
Install the integration app
Prerequisite: Be sure that you have a valid subscription license to install the integration app.
- Log in to your integrator.io account.
- In the left pane, click Marketplace.
- On the Marketplace page, click Shopify.
-
Click Install.
Note: If you see Contact Sales, instead of Install, contact your Account Executive to check the status of your integration app license. - On the "My Integrations" page, you can now see the Shopify - NetSuite integration app. On the tile, click Continue setup.
On the Install integration: Shopify - NetSuite page, continue the following:
Step 1: Configure the NetSuite connection
Next to the NetSuite connection step, click Configure. To configure a NetSuite connection, see Set up a connection to NetSuite.
Step 2: Configure Shopify connection
Next to the Shopify connection step, click Configure. To configure a Shopify connection, see Set up an OAuth 2.0 connection to Shopify.
- Make sure that you connect to Shopify via OAuth 2.0 using the Shopify Store Owner's credentials/login.
- To connect to a Shopify test/sandbox store, ensure that you have already set up a sandbox environment for your Shopify - NetSuite integration app, to clone the settings and mappings to/from your production environment.
Step 3: Install the integrator bundle
As you have already installed the integrator.io bundle, click Install. You’ll be navigated to the NetSuite account page.
- Log in to NetSuite using your NetSuite credentials.
-
Click Verify Now link.
You’ll be redirected back to the Install integration: Shopify NetSuite page.
Step 4: Install the Shopify bundle
As you have already installed the Shopify bundle, click Install.
Step 5: Quickstart configuration
- Next to the Quickstart configuration step, click Install.
- On the Quickstart configuration window, either choose Configure now or Configure later.
- If you choose Configure later, you’ll be redirected to the Flows page on the successful installation of the integration app
- If you choose to Configure now, continue to configure the settings as per your business requirements. For more information, see Understand the Shopify quickstart configuration.
Note: After you install the integration app successfully, by default, all the integration flows are disabled.
Comments
Quite helpful, thanks!
Please sign in to leave a comment.