Install Salesforce - NetSuite (IO) integration app

Gogula R Bhavana
  • Updated

Contents

If you are not the NetSuite Administrator: You’ll need to ask your Administrator to Install Celigo bundle and connector in NetSuite steps 1 and 2 before installing the integration app.

Before we begin

Enable the Date Format in NetSuite: Scheduled flows in the integration app retrieve data from NetSuite based on the last modified date and time. To enable the Date Format in NetSuite:

  • In the top navigation bar of NetSuite, click Setup > Company > General Preferences. Specify a format for Date Format and Long Date Format. If you want to allow users to override your preferences, check these corresponding boxes in the Overriding Preferences tab.
  • Token Id and Token Secret: are displayed only once and cannot be retrieved if misplaced. We recommended that you save the Token Id and Token Secret on a password manager application like LastPass.
  • If you haven’t already, sign up for an integrator.io account.

Install Celigo bundle and connector in NetSuite

Step 1: Install Celigo integrator.io bundle in NetSuite

  1. Login to your NetSuite account.
  2. From the top navigate to Customization > SuiteBundler > Search & Install Bundles.
  3. Enter Celigo integrator.io in the search bar and click Search.
  4. From the search result, click bundle Name with Bundle ID 20038.
  5. Click Install.

Step 2: Install Celigo Salesforce Connector [IO] SuiteApp in NetSuite

  1. In NetSuite, go to Customization > SuiteCloud Development > SuiteApp Marketplace
  2. In the KEYWORDS textbox, enter “Celigo Salesforce Integration App” and click Search
  3. Click Install.
Notes:
  • Installation of the Suite App with Administrator role is recommended.
  • Celigo integrator.io Full Access w/o 2FA[Locked] should work as an alternate role for installation, with few modification in permissions for Custom Body, Custom Entity, Custom Item fields to Full.

Configure Token-Based authentication

Step 1: Enable Token-Based authentication

  1. Sign in to your NetSuite administrator account.
  2. From the top navigate to Setup > Company > Enable Features.
  3. Click SuiteCloud.
  4. Scroll down to the Manage Authentication section.
  5. Enable the TOKEN-BASED AUTHENTICATION checkbox.
  6. Click Save.

Step 2: Create a custom role

Notes: 
  • The Celigo integrator.io Full Access w/o 2FA[Locked] role is a locked role. You can't use this role but you can create a new role using this locked role and customize it based on your specifications.
  • The newly created role should have required permissions set on it. You can see Configure role based permissions for Salesforce-NetSuite (IO) integration app in NetSuite.
  • You will see the locked Celigo role in Celigo integrator.io versions1.1.21.1 (bundle ID:20038) and above.
  • Custom role names can be alphanumeric.
  1. From the top click on Setup and navigate to Users/Roles > Manage Roles.
  2. Search for the Celigo integrator.io Full Access w/o 2FA [Locked] role and click the Customize link next to the role.
  3. Change the role Name.
  4. Click Save.

Step 3: Assign role to NetSuite user

  1. From the top click Setup and navigate to Users/Roles > Manage Users.
  2. From the Manage Users page, click the Name of the user for whom you want to provide Token-based Access.
  3. From the Employee page to the top left, click Edit.
  4. Click on Access.
  5. In the Roles tab, add the custom role you created to the existing list of roles.
  6. Click Save.

Step 4: Create Access Tokens for integrator.io

Notes:
  • NetSuite displays the Token ID and Token Secret.
  • We recommend that you make a note of and store your credentials on a password management app.
  • You will need the Token ID and Token Secret details while setting up a connection on the integration app.
  1. From the top click Setup and navigate to Users/Roles > Access Tokens.
  2. At the top, click the new Access Token.
  3. From the Application Name dropdown, select High Tech Connector (Token-Based Auth.)
  4. Click List next to the User dropdown menu.
  5. From the list of users, select the relevant user.
  6. Select the custom role you created from the list of roles under the role dropdown.
  7. The Token Name is auto-populated.
  8. Click Save.

Install the Salesforce - NetSuite integration app

Step 1: Configure the NetSuite Connection

Notes:
  • If you haven’t already, sign up for the integrator.io account.
  • If you have a license for the integration app already, you will see the Install button on the integration app tile.
  • The integration app has been upgraded to version 1.11.4, You can now update your integration app to unlock additional functionality, see Upgrade your integration app.
  • If you don’t have a license, click Contact sales to get in touch with our sales consultants.
  1. Login to your integrator.io account.
  2. From the top, navigate to Marketplace > Salesforce > Salesforce - NetSuite (IO).
  3. Click Install.
  4. You will be redirected to the My Integrations home page on your integration app.
  5. Find the Salesforce - NetSuite (IO) tile and click on the Click to continue setup link.
  6. From your Salesforce - NetSuite Setup page, click on the Click to Configure link next to NetSuite Connection.
    • Notes
      • Basic authentication: if you choose basic authentication, you’ll need to provide the username and password for your NetSuite account to establish a connection between your integration app and NetSuite account.
      • Token authentication: if you choose token authentication, you’ll need to enter the Token Id and Token Secret fields.
  7. Click Test to verify your connection.
  8. You will see a Connection is working message.
  9. Click Save.
  10. Your NetSuite connection status will now change to “Configured.”

Step 2: Configure the Salesforce Connection

  1. From your Salesforce - NetSuite Setup page, click on the Click to Configure link next to Salesforce Connection.
  2. On the Salesforce Connection [Salesforce - NetSuite (IO)] window, fill up the connection details.
  3. Click Save & Authorize.
  4. You will be redirected to your Salesforce login page.
  5. Enter your Salesforce login credentials and click “Log In.”
  6. You’ll be redirected to the Salesforce- NetSuite Setup page on the integration app.
  7. Your Salesforce connection status will now change to “Configured.”

Step 3: Install the Integrator package in Salesforce

  1. Click on the Click to Install link to Install the Salesforce Integrator Package.

    Note: We recommend that you install the latest version of Integrator Distributed Adapter v1.16.3 in your integration app.

  2. A new Install lntegrator Distributed Adaptor page will open in a new tab.
  3. Select the profile on which you want to install the package.
  4. Click Install.
  5. Enable the “Yes, grant access to these third-party web sites” checkbox.
  6. Click Continue.
  7. Click Done.
  8. Go back to your integration app Setup page, click Verify Now.
  9. The Salesforce Integrator Package status will change to Installed.

Step 4: Install Salesforce NetSuite Connector package in Salesforce

  1. Click on the Click to Install link to Install the Salesforce Connector Package.

    Note: We recommend that you upgrade your Celigo NetSuite Package v1.9.0 to ensure a smoother release.

  2. A new Install Celigo NetSuite Package page will open in a new tab.
  3. Select the profile on which you want to install the package.
  4. Enable the I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of the Salesforce’s AppExchange Partner Program checkbox.
  5. Click Install.
  6. Click Done.
  7. Go back to your integration app Setup page, click Verify Now.
  8. The Salesforce Connector Package status will change to Installed.

Step 5: Install the NetSuite Integrator Bundle Id 20038

Note: There is no need to install if the bundle is the latest bundle. The integrator bundle will be auto-verified. If it is not updated, the user has to Click to Install in the installer, follow the installation steps in NetSuite, and then click on Verify Now in the installer.

  1. Click on the Click to Install link to Install the NetSuite Integrator Bundle.
  2. You will be redirected to your NetSuite login page.
  3. Enter your NetSuite credentials.
  4. You’ll be redirected to the Installed Bundles page.
  5. Click Install next to the bundle Id 20038
  6. Once the bundle is installed, go back to your integration app Setup page.
  7. Click Verify Now.
  8. The “NetSuite Integrator Bundle” status will change to “Installed.”

Step 6: Install Salesforce - NetSuite Connector SuiteApp in NetSuite

  1. Click on the Click to Install link to Install the NetSuite Connector SuiteApp.

    Note: Install the latest version of SuiteApp v1.10.3.

  2. You will be redirected to your NetSuite Login page.
  3. Enter your NetSuite credentials.
  4. You’ll be redirected to the SuiteApps page.
  5. Click Install next to the Celigo Salesforce Connector [IO] SuiteApp.
  6. Click Verify Now.
  7. Once the SuiteApp installation is successful, you’ll be redirected to the Salesforce - NetSuite Settings page.

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Comments

11 comments

Date Votes
  • METER Group
    Celigo University Level 1: Skilled

    Install Celigo bundle and connector in NetSuite step 2 says to install Celigo Salesforce Connector [IO].  It does not exist in the manner suggested, but I do find it in 

    Customization > SuiteBundler > Search & Install Bundles.

    It has been installed 5 times, and was created on 06-AUG-18. Is this the right file?

    0
  • METER Group
    Celigo University Level 1: Skilled

    (Bundle ID is 246279, vs the non-IO version of Celigo Salesforce Connector 48893)

    0
  • Tom Santiago Principal Technical Writer Community moderator
    Engaged
    Top Contributor
    Celigo University Level 4: Legendary

    METER Group Sorry for the confusion, the second step is actually a SuiteApp instead of a bundle. You can find SuiteApps in Customization > SuiteCloud Development > SuiteApp Marketplace.

    0
  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hi METER Group ,

    Thanks for reaching out. You'll actually need to use a SuiteApp instead of a bundle, which you can find in NetSuite at Customization > SuiteCloud Development > SuiteApp Marketplace. SuiteApps are the latest and are faster than bundles. Please let us know if you have other questions!

    0
  • Raj Srinivasan

    Hi,

    When I go to Customization > SuiteCloud Development > SuiteApp Marketplace and try searching for Celigo Salesforce Connector [IO], it doesn't give me anything in NetSuite Sandbox. When I try searching "Celigo", it shows "Celigo Saleforce Integration App". Can someone pls help?

    0
  • Docs Support

    Hi Raj, 

    Yes, that is correct. You may install the "Celigo Saleforce Integration App". 

    We have corrected the article. Thank you for letting us know.

    0
  • METER Group
    Celigo University Level 1: Skilled

    In the before you begin section, the directions are inaccurate.   I believe the page we want is under Setup>Company>...

    • From the top click Set Up and navigate to Enable Feature > General Preferences > search and enable the “Date Format” and “Long Date Format” fields.
    0
  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hi METER Group,

    Thanks for letting us know! I've updated this article accordingly. Let us know if you see any other issues! 

    0
  • Allan Ireland

    Quick heads up. In the "Install the Salesforce - NetSuite Integration App (SmartConnector)" section, the installation order does'nt match the order in the app. The app prompts you to install all the salesforce components first, then netsuite; whereas this page says to do netsuite first

    1
  • Wolfe Research

    In Step 3: Assign Role to NetSuite User section when it says "From the Manage Users page, click the Name of the user for whom you want to provide Toke-based Access." does that mean access to NetSuite will become token based or only access to the Integrator.Io connection from NetSuite to Celigo will be token based?

    0
  • Laya Kodam

    Hello Wolfe Research

    Access to the Integrator.io connection from NetSuite to Celigo will be token based.

    Thanks

    0

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