Netsuite documentation: Authentication
Two additional NetSuite authentication types are available: token-based (automatic) and basic. However, if you are installing an integration app or adding a connection to one, you must establish your connection to NetSuite according the integration app’s instructions. For example, see Install Salesforce - NetSuite (IO).
A. Set up a NetSuite connection
Start establishing a connection to NetSuite in either of the following ways:
- From the Resources menu, select Connections. Then, click + Create connection at the top right.
– or –
- While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination/lookup.
In the resulting Application list, select NetSuite.
The Create connection pane opens with required and advanced settings.
B. Describe your NetSuite connection
First, name your connection in the General settings:
Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.
Application (required, non-editable): A reminder of the app you’re editing.
C. Supply required NetSuite account information
At this point, you’re presented with options for providing NetSuite authentication.
Authentication type (required): Select Token Based Auth (Manual).
Environment (required): Enter the NetSuite environment that you want to connect with: a production, sandbox, or beta environment. Sandbox NetSuite accounts must be provisioned by NetSuite, and beta environments are typically available only in the weeks prior to a NetSuite upgrade.
Account ID (optional): Enter your account ID. Contact NetSuite support to obtain the ID if it’s not exposed in the following steps:
- Sign in to your NetSuite account.
- Click Setup > Integration.
- Click Web services preferences to copy your account ID.
Token ID (required): 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 (ID 20038) in your NetSuite account, which creates the role Celigo integrator.io Full Access Role w/o 2FA [Locked].
- 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 – NetSuite IO integration app.
- Navigate to Manage roles to verify the presence of Celigo integrator.io Full Access w/o 2FA [Locked].
- Go to Manage users, select a user, then click Edit to modify the user.
- Click the Access subtab at bottom of the screen, then the Roles subtab.
- Add the custom role that you just created, then click 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 the Token ID and Token secret to a safe place, since they will not be shown again.
Token secret (required): Enter the value retrieved with your Token ID, above. Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s Token ID and Secret safe. When editing this form later, you must enter this value again; it is stored only for a saved connection.
D. Edit advanced NetSuite settings
Before continuing, you have the opportunity to provide additional configuration information, if needed, for the NetSuite connection.
Link SuiteScript integrator (optional): This setting appears only when you edit a NetSuite connection. Prior to integrator.io, NetSuite integrations built by Celigo ran directly inside your NetSuite account via a managed bundle. If you are still running any of these older integrations, check this box to link integrator.io to your NetSuite account.
E. Save and test the connection
Once you have configured the NetSuite connection, you have a few options for continuing:
- Save – click this button to test the connection, commit the new connection so that it will be available to all integrations for your account
- Save & close – click to test and save the connection and exit the Create connection pane
- Cancel – click to exit without saving any new changes
- Test connection – click this button to verify that your new connection is free of errors
When you test or save the connection, it is verified before continuing.
The new connection is now successfully added to your account. It will be applied to the current source or destination app, if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.
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