Install the Zendesk Sell – NetSuite Quickstart integration template

Contents

• Overview: Understanding the Zendesk Sell – NetSuite integration template
•  Install the Zendesk Sell – NetSuite integration template
  • Before you install
    • A. Create your Celigo iPaaS account
    • B. Enable SuiteTalk (web services) and SuiteScript
  • Install Zendesk Sell – NetSuite
  • Set up the connections and integrate with NetSuite
    • Connect to Zendesk Sell
    • Connect to NetSuite
    • Install NetSuite integration bundle (343411)
  • Get started with the Quickstart template
• Configure and run flows in the Zendesk Sell – NetSuite integration template

You can install the Zendesk Sell – NetSuite Quickstart template from the integrator.io Marketplace.  

Before you install

A. Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access.

B. Enable SuiteTalk (web services) and SuiteScript

Log in to your NetSuite account to prepare for installing the required NetSuite bundle:

1. Go to Setup > Company > Enable features > Company.
2. Under Data management, select File cabinet.
3. Under SuiteCloud, select Custom records, Client SuiteScript, Server SuiteScript, and Web services.
4. Click Save.

Install Zendesk Sell – NetSuite

1. Click the Marketplace menu in integrator.io.
2. From the list of software publishers, select either Zendesk sell or NetSuite.
3. Find the Zendesk Sell – NetSuite template and click Install.

4. Review the template’s contents and click Install now to begin.

Set up the connections and integrate with NetSuite

Next, you’re presented with setup options for Zendesk Sell and NetSuite.

Connect to NetSuite

Click Configure to establish the NetSuite connection. 

If you have already set up a connection to NetSuite, select it from the list. Otherwise, click Set up new connection and provide your NetSuite account credentials for basic authentication or token-type.

Click Save & close to test the connection and return to the template installation.

Connect to Zendesk Sell

Click Configure to establish the Zendesk Sell connection.

If you have already set up a connection to Zendesk Sell, select it from the list. Otherwise, click Set up new connection and provide your Zendesk Sell account credentials.

Click Save & close to test the connection and return to the template installation.

Install NetSuite integration bundle (343411)

The setup page tries to detect whether this integration bundle is already installed with the NetSuite connection that you provided. The NetSuite Custom Bundle (ID 343411) contains custom fields and saved searches tailored for this template. If it cannot be confirmed, you are redirected to NetSuite where you can install the bundle as follows:

1. Once signed into NetSuite, from the Customization menu, select Suite bundler > Search and install bundles.

2. Enter the bundle ID 343411 into the Keywords field, and click Search.

3. Select this bundle, and click Install. The installation process could take a while.

After the Celigo Custom Bundle is successfully installed in your NetSuite account, switch back to the template installation in integrator.io.

Get started with the quickstart template

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

• To familiarize yourself with the integration tile, refer to Understand how to use your integration tile
• To know more about how to schedule or run a flow, refer to Schedule data flows
• To know how to use the flow-dashboard, refer to Understand your dashboards
• To understand template management, refer to Delete or restore a Quickstart integration template