Sign up for an integrator.io account with administrative access.
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:
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OAuth tokens
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API keys
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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.
Before continuing, log in to your NetSuite account to enable SuiteTalk (Web Services) and SuiteScript.
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Log in to your NetSuite account as an administrator.
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In the global search, enter Page: Search &Install Bundles, or from the main menu tabs go to Customization > SuiteBundler > Search & Install Bundles > List.
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On the Search & Install Bundles page, in the Keywords field, enter 526409 or EDI-NetSuite (B2B).
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Click on the bundle.
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On the Bundle Details page, click Install.
Installing the bundle will take a while, you can find the progress on the Install Bundles page.
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Log in to your integrator.io account.
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From the left menu, click Marketplace.
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Scroll through the list to locate one of your integration’s endpoints or in the Search keywords field, enter B2B.
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On the NetSuite - EDI for B2B Manager tile, click Preview.
After you click Preview, on the Install template page, click Install now. You’ll be redirected to the Install integration page
To connect to NetSuite, see Set up a connection to NetSuite.
You can create a new connection or use the existing connection.
On this window, click Configure.
In step 1,
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If you choose to connect to NetSuite using an existing connection, this step is automatically installed
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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.
Now that you’ve installed this template in your integrator.io account, understand how to configure and run your flows:
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To familiarize yourself with the integration tile, see Understand how to use your integration tile.
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To know more about how to schedule or run a flow, see Schedule data flows.
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To know how to use the flow dashboard, see Understand your dashboards.
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