You can install the Zendesk Support – 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 bundle
sign in to your NetSuite account to prepare for installing the required NetSuite bundle:
- Go to Setup > Company > Enable features > Company.
- Under Data management, select File cabinet.
- Under SuiteCloud, select Custom records, Client SuiteScript, Server SuiteScript, and Web services.
- Select Save.
Install the Zendesk Support – NetSuite quickstart integration template
From the Zendesk Support Marketplace options, select the NetSuite template and select Preview.
- Select the Marketplace menu in integrator.io. Caption, if any
- Review the template’s contents and the ReadMe file, and select Install to begin.
Set up the connections and integrate with NetSuite
Next, you’re presented with setup options for Zendesk Support and NetSuite.
Example template installer: Zendesk Support – NetSuiteConnect to NetSuite
Select to Configure the NetSuite connection. Next, provide your NetSuite account credentials for manual or automatic token-based authentication.
If you have already set up a connection to NetSuite, select Use existing connection and choose it from the Connection list. Otherwise, select Set up new connection and provide your NetSuite account credentials.
NetSuite connectionConnect to Zendesk Support
Select to Configure the Zendesk Support basic or token authentication connection.
If you have already set up a connection to Zendesk Support, select Use existing connection and choose it from the Connection list. Otherwise, select Set up new connection and provide your Zendesk Support account credentials.
Zendesk Support connectionInstall integrator bundle
This step connects to NetSuite using the credentials you provided above and detects whether the common Celigo integrator bundle is already installed. If not, it will be installed in your NetSuite account for you.
The bundle status will change to “Installed.”
Install NetSuite integration bundle (328285)
The integration bundle manages the NetSuite custom fields specific to this template – departments, customers, and employees, automatically for you. Complete this installation before running the flows in your newly installed template.
- Sign in to your NetSuite account.
- From the Customization menu, select Suite bundler > Search and install bundles.
- Enter the bundle ID (328285) into the Keywords field, and select Search.
- Select this bundle, and select Install. The installation process could take a while.
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.