The Salesforce Integration App uses your Salesforce and NetSuite credentials to connect to the respective accounts. Based on your security settings, your Salesforce and NetSuite password expires periodically. It is a best practice to proactively update your passwords in the Integration App regularly before it expires. You can update your credentials by using the Connections option in integrator.io.
If the NetSuite password for the user that is used by the Salesforce Integration App has expired, the first thing you need to do is to reset the NetSuite password. If your Salesforce Integration App is using a NetSuite user whose e-mail is in the format of <Customer>@celigo.com (where Customer is your company name), then you will not be able to reset the password in NetSuite the traditional way (i.e. by clicking “Forgot Password”). Reason: <customer>@celigo.com is not a real email address. So, the new password will not be received by anyone.
Likewise, if your Salesforce Integration App is using a NetSuite user whose e-mail is in the format of Celigo@<Customer>.com, then you will not get the new password unless you have set up Celigo@<Customer>.com in your e-mail system. (Again, <Customer> indicates your company name.)
Instead, you need to modify the password on the Employee record of <customer>@celigo.com. You can provide the new password there, but make sure NOT to check the option to reset the password upon initial login.
(If you need instructions for installing Integrator in your NetSuite account, please scroll to the bottom of the page.)
To access the Celigo Integrator, access your integrator.io account from https://integrator.io/signin:
The Integrator dashboard displays all your Integration Apps as tiles. Click the Salesforce - NetSuite Integration App to view the integration dashboard or directly go to the data flow settings page as shown below.
Hover over the tile to see the data flow settings (gear icon). The data flow settings contain the Connections option.
The data flow settings section and the Connection option is visible.
Click Connections to display the following section with a list of connections:
To edit or update the connection details, click the pencil icon (edit) against the connection. The following is an example of the Salesforce Connection.
In the pop-up window update your password and security token (if needed). Before saving, you can also test your credentials by clicking “Test Connection” to ensure that the credentials are correct. Once confirmed, please click the Save button.
The following example is that of a NetSuite Connection. To update your NetSuite credential, click on the edit icon NETSUITE_CONNECTION.
After updating your credentials, you can click on the Test Connection button to make sure they are correct. Once confirmed, click on the Save button.
The Integrator is a SuiteApp and is accessible from within NetSuite. To install the Integrator, you need to be the Administrator in NetSuite.
In NetSuite, go to Customization > Suite Bundler > Search and Install Bundles. Search for Celigo Integrator and follow the simple instructions for installation.
Select the Celigo Integrator and click Install in the next page.
After accepting the Terms and Conditions, the Integrator will be installed in your NetSuite account.