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Install Salesforce - NetSuite (IO) integration app

Saikumar Rachamalla
Updated

Important: 

  • New installations: Install the Celigo SuiteApp (integrator.io SuiteApp) when prompted, and then click Verify to continue. You do not need to install the integrator.io SuiteBundle. 
  • Existing installations: Integrations that currently use the integrator.io SuiteBundle continue to work. 

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 NetSuite top navigation bar, 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 recommend saving the Token ID and Token Secret in a password manager like LastPass.
  • If you haven’t already, sign up for an integrator.io account.

Install Celigo SuiteApp and connector in NetSuite

Step 1: Install Celigo integrator.io SuiteApp in NetSuite

Install the Celigo SuiteApp (integrator.io SuiteApp) in NetSuite.

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 SuiteApp with the Administrator role is recommended.
  • Celigo integrator.io Full Access w/o 2FA[Locked] should work as an alternate role for installation, with a few modifications in permissions for Custom Body, Custom Entity, and 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: 

  1. From the top, select 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 in 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, select 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. Log in 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 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 your 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 the Click to Configure link next to Salesforce Connection.
  2. On the Salesforce Connection [Salesforce - NetSuite (IO)] window, fill in 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 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 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 integrator.io SuiteApp

For the Celigo SuiteApp (integrator.io SuiteApp), the Installed status appears automatically if you have already installed the integrator.io SuiteApp. If you have not installed the integrator.io SuiteApp, click Install to install the Celigo SuiteApp. Log in to NetSuite when prompted, complete the installation, and then click Verify.

Step 6: Install Salesforce - NetSuite Connector SuiteApp in NetSuite

  1. Click 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.