Install the EDI – NetSuite (B2B) template from Marketplace

Gogula R Bhavana

Updated December 19, 2024 22:17

Create your Celigo iPaaS account

Before installing the template

Refer to the template ReadMe for the template’s installation requirements. The ReadMe is found at the right of the setup page. Be prepared to provide the applications’ login credentials, such as:

OAuth tokens
API keys
Base URLs

Note

If you’re using a template to integrate a NetSuite account with another app, you must also install the Celigo Integrator bundle.

(Prerequisite) Install bundle in NetSuite

Before continuing, log in to your NetSuite account to enable SuiteTalk (Web Services) and SuiteScript.

Log in to your NetSuite account as an administrator.
In the global search, enter Page: Search &Install Bundles, or from the main menu tabs go to Customization > SuiteBundler > Search & Install Bundles > List.
On the Search & Install Bundles page, in the Keywords field, enter 526409 or EDI-NetSuite (B2B).
Click on the bundle.
On the Bundle Details page, click Install.

Installing the bundle will take a while, you can find the progress on the Install Bundles page.

Find the template in Marketplace

Log in to your integrator.io account.
From the left menu, click Marketplace.
Scroll through the list to locate one of your integration’s endpoints or in the Search keywords field, enter B2B.
On the NetSuite - EDI for B2B Manager tile, click Preview.

Install the NetSuite - EDI for B2B Manager template

After you click Preview, on the Install template page, click Install now. You’ll be redirected to the Install integration page

Step 1: NetSuite connection

You can create a connection or select a saved NetSuite connection that you have access to in your account.

On this window, click Configure.

Step 2: Integrator SuiteApp

In step 1,

If you choose to connect to NetSuite using an existing connection, this step is automatically installed
If you choose to create a new connection, after you create the NetSuite connection, click Install. After the SuiteApp is installed, you have to click Verify and it’s redirected to the NetSuite SuiteApp marketplace.

Step 3: Copy resources now from template zip

Click Install to copy the resources from the template.

On a successful installation, you’ll be redirected to the Flows page.

Get started with the template

Now that you’ve installed this template in your integrator.io account, understand how to configure and run your flows:

To familiarize yourself with the integration tile, see Understand how to use your integration tile.
To know more about how to schedule or run a flow, see Schedule data flows.
To know how to use the flow dashboard, see Understand your dashboards.