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Install the NetSuite order to cash: EDI for B2B Manager (EDIFACT) template from Marketplace

Anitha Abraham
Updated

Create your Celigo iPaaS account

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

Before installing the template

Refer to the template ReadMe for the template’s installation requirements. The ReadMe is found at the right of the setup page. Be prepared to provide the applications’ login credentials, such as:

  • OAuth tokens

  • API keys

  • Base URLs

Note

If you’re using a template to integrate a NetSuite account with another app, you must also install the Celigo Integrator bundle.

(Prerequisite) Install bundle in NetSuite

Before continuing, log in to your NetSuite account to enable SuiteTalk (Web Services) and SuiteScript.

  1. Log in to your NetSuite account as an administrator.

  2. In the global search, enter Page: Search &Install Bundles, or go to Customization > SuiteBundler > Search & Install Bundles > List from the main menu tabs.

  3. On the Search & Install Bundles page, in the Keywords field, enter 559521 or EDI-NetSuite (B2B).

    NS_B2BEDI_template_1.png

  4. Click on the bundle.

  5. On the Bundle Details page, click Install.

    NS_B2BEDI_template_2.png

Installing the bundle will take a while, you can find the progress on the Install Bundles page.

Find the template in Marketplace

  1. Log in to your integrator.io account.

  2. From the left menu, click Marketplace.

  3. Scroll through the list to locate one of your integration’s endpoints or in the Search keywords field, enter B2B.

  4. On the NetSuite - EDI for B2B Manager tile, click Preview.

    b2b-manager-marketplace.png

Install the NetSuite - EDI for the B2B Manager template

After you click Preview, on the Install template page, click Install now. You’ll be redirected to the Install integration page

Step 1: NetSuite connection

You can create a connection or select a saved NetSuite connection you can access in your account.

On this window, click Configure.

Install_step1.jpg

Step 2: Integrator SuiteApp

In step 1,

  • If you choose to connect to NetSuite using an existing connection, this step is automatically installed

  • If you choose to create a new connection, after you create the NetSuite connection, click Install. After the SuiteApp is installed, you have to click Verify and it’s redirected to the NetSuite SuiteApp marketplace.

Step 3: Copy resources now from the template zip

Click Install to copy the resources from the template.

b2b-manager-edifact-install1.png

On a successful installation, you’ll be redirected to the Flows page.

b2b-manager-edifact-install-2.png

Get started with the template

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