Set up a connection to NetSuite

Contents

• Authentication Type: Token Based Auth (Automatic)
• Authentication Type: Token Based Auth (Manual)
• Authentication Type: Basic

Authentication Type: Token Based Auth (Automatic)

1. Name: Required: Name the connection.
2. Connection type: Required: The form will automatically select NetSuite.
3. Authentication Type: Required: Select Token Based Auth (Automatic).
4. Environment: Required: Enter the NetSuite environment that you want to connect with. NetSuite supports production, sandbox, and beta environments. Note: Sandbox NetSuite accounts must be provisioned by NetSuite, and beta environments are typically only available in the weeks prior to a large NetSuite upgrade.
5. Account ID: Required: Enter the account ID. Use the following steps to get an account ID.
   1. Log in to your NetSuite account.
   2. Click Setup > Integration
   3. Click Web Services Preferences to get your account ID.
   4. If this does not work, contact NetSuite support.
6. iClient: If left blank, you are indicating that integrator.io has your permission to access your NetSuite account via Celigo’s developer keys. Otherwise, if you want to connect with your own developer keys, select an iClient from the list.
7. Borrow concurrency from (optional): Select another connection from the list....

8. Concurrency level (optional): Up to 25 allowed....

Authentication Type: Token Based Auth (Manual)

1. Name: Required: Name the connection.
2. Authentication Type: Required: Select Token Based Auth (Manual) to use NetSuite's token-based manual authentication.
3. Environment: Required: Enter the NetSuite environment that you want to connect with. NetSuite supports production, sandbox, and beta environments. Note: Sandbox NetSuite accounts must be provisioned by NetSuite, and beta environments are typically only available in the weeks prior to a large NetSuite upgrade.
4. Account ID: Required: Enter the account ID. Use the following steps to get an account ID.
   1. Log in to your NetSuite account.
   2. Click Setup > Integration
   3. Click Web Services Preferences to get your account ID.
   4. If this does not work, contact NetSuite support.
5. Token ID: Enter the required token ID. Before creating an Access Token in NetSuite for integrator.io, verify that you have installed the Celigo integrator.io SuiteApp (i.e. the Bundle with id 20038) in your NetSuite account. This will create the Celigo integrator.io Full Access Role w/o 2FA [Locked] detailed below.
   1. In NetSuite, go to Setup > Users/Roles > Manage Roles; then click Customize corresponding to the Celigo Salesforce Connector TBA Enabled Role role and save the role (clone) with a different name.

      Note: "Celigo Salesforce Connector TBA Enabled Role" is a locked custom Celigo role. When cloning the role, you can add additional permissions to the role to fit your requirements. This role is a part of the Celigo Salesforce Integration App (SmartConnector) version 2.8.0 and above.

   2. Go to Manage Roles to make sure you see the Celigo integrator.io Full Access w/o 2FA [Locked] role.
   3. Go to Manage Users, select user, then click Edit to modify the user. Click the Access subtab at bottom of screen, then Roles subtab. Add that custom role you just created, then Save.Go to Setup > Access Tokens > Create Access token. You must reference integrator.io in the Application field for all access tokens used by integrator.io. Copy Token ID and Token Secret to a safe place as you will not be able to get to them again.
6. Token Secret: Required: Important: before creating an Access Token in NetSuite for integrator.io, verify that you have installed the Celigo integrator.io SuiteApp (i.e. the Bundle with id 20038) in your NetSuite account. You must reference integrator.io in the Application field for all access tokens used by integrator.io.
7. iClient: If left blank, you are indicating that integrator.io has your permission to access your NetSuite account via Celigo’s developer keys. Otherwise, if you want to connect with your own developer keys, select an iClient from the list.
8. Borrow concurrency from (optional): Select another connection from the list....

9. Concurrency level (optional): Up to 25 allowed....

Authentication Type: Basic

1. Name: Required: Name the connection.
2. Authentication Type: Required: Select Basic to use your NetSuite email and password for this connection.
3. Email: Required: Enter the registered email address of the NetSuite account.
4. Password: Required: The password is created on account setup.