The SVB - NetSuite Connector is installed from the Integrator.io marketplace. Go to Integrator.io home page and click Install Integration. This takes you to the marketplace of connectors where SVB connector will be visible if you have taken a valid license. Install SVB - NetSuite Connector.
The SVB connector is set up in few easy steps through guided installation.
- Establish NetSuite Connection
- Install Integrator Bundle in NetSuite
- Install SVB Bundle in NetSuite
- Select NetSuite Connection
- Provide SVB Connection
1. Establish NetSuite Connection
Select Click to Configure and provide NetSuite connection details. You can set up a new connection or use an existing connection.
NOTE: You must have 'Administrator' credentials in NetSuite. Please ask your system administrator for installation permissions.
Name: Name your connection so that you can easily reference it from other parts of the application. For example: 'NetSuite - firstname.lastname@example.org'
Connection Type: Specify which application this connection will be used to access.
Authentication Type: Please choose 'Basic' to use your NetSuite email and password for this connection, or choose 'Token' to use NetSuite's new token based authentication. Token based authentication is slightly more complicated to enable, but it is much more secure than an email and password, and your tokens will never expire. It is also common for users to start out with basic authentication and then switch to token based authentication when an integration is ready for production. You can switch back and forth between basic and token based authentication at any time. Please contact NetSuite support if you need help creating Access Tokens inside NetSuite.
Note: This connector supports only Basic authentication for now.
Environment: The NetSuite environment that you want to connect with. NetSuite supports Production, Sandbox and Beta environments. Sanbox 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, 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 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. If these steps didn't work for your particular NetSuite instance, please contact NetSuite support.
Note: By default the id for an administrator role in NetSuite is “3”.
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 credential, use this field to enable (and/or limit) the number of concurrent web services requests allowed by this connection resource.
Note: This connector does not use Web services.
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.
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.
After saving the connection, step 1 is complete as indicated by the green check mark.
2. Install Integrator Bundle in NetSuite
If Integrator bundle is already installed in your NetSuite account, the second option is also tick-marked as shown above. Else you will be redirected to NetSuite where you must search and install the Integrator bundle.
You need to have NetSuite Admin User permissions to install the Celigo Integrator. If the Bundle is already installed, skip this step.
3. Install SVB Connector bundle in NetSuite account
After the Celigo Integrator is installed, the Admin User needs to install the SVB - NetSuite Connector. The SVB - NetSuite Connector Bundle is displayed. The Install window is displayed. Click Install.After successful installation, the item is tick marked.
4. NetSuite Connection: Provide NetSuite connection details. (refer step 2)
The fourth step is tick-marked after the details are saved.
5. Provide SVB OFX server credentials: The last step to Verify SVB Connection by providing your OFX credentials. Select Click to Configure and provide the details as shown in the example.
- Name: Provide a name
- Connection type: Select a connection
- User Id:Provide user id
- PIN: Provide PIN details
- OFX Server Type: Select server type
The green check marks shows configuration is successful and you are directly taken to the settings section from where you can run the flow or further set up to map accounts and set up transaction matching criteria.
Now, you can configure how you want your Accounts and Reconciliation options to be set up. The Configuration Options are available in the General Settings section.
Note: During the installation and implementation phases, the Celigo Services and Support team will require a user role with permissions to create or update transaction records which affect the General Ledger in NetSuite.