Setting Up NetSuite

Setting Up NetSuite

Important
NetSuite is a large and complex system with many different configuration options. You are expected to know or have IT contacts who know how to use and configure your NetSuite account properly as Extensiv Integration Manager cannot provide detailed support on the specifics of your NetSuite account configuration.

Integration Manager connects to NetSuite using SuiteTalk. You can use any Netsuite plan that includes SuiteTalk.

Run through test orders before going live to ensure all your expected scenarios are working as desired.

Integration Specs:

  • Supported functions:
    • Sales Order Download
    • Inventory Sync
    • Shipment Confirmation - Detailed
  • Required Parameters
    • NetSuite User Email
    • NetSuite User Password
    • Account ID
    • Role ID
    • Application ID
Authentication Limitation
Integration Manager connects to NetSuite's API using their original username/password authentication, not their newer Key based authentication. This means the following:
  1. You must provide Integration Manager with the username and password for a valid non-admin user in NetSuite
  2. The NetSuite user can not have two factor authentication enabled.
    1. In the latest version of NetSuite this means you cannot use an administrator user.

Because you cannot use two factor authentication we recommend you use a unique password that you don't use for any other accounts, or setup a NetSuite account only used for Integration Manager access.

Step-by-step guide

Enable Web Services

  • Login to NetSuite and go to: Setup > Company > Enable Features > SuiteCloud
  • Make sure the Web Services box is selected and click Save.

Enable Internal IDs

This setting will make it easier to collect all the required information below. You can turn this setting off once the Integration Manager connection is completed if desired.
  1. Go to: Home > Set Preferences.
  2. In the General tab, click Show Internal IDs (in the Defaults section.)

Get your Account ID

  1. Login to NetSuite and go to: Setup > Integration > Web Services Preferences
  2. The Account ID should be to the left side of the screen.
  3. Enter this into Integration Manager

Setup Role and get Role ID

  1. Go to Setup > Users/Roles > Click on Manage Roles
  2. There should be a list of roles displayed, click on the one you want to use. We recommend the Warehouse Manager role.
  3. Navigate to Permissions > Setup. If not done, add Web Services and set to Full. Select Save.
  4. Now go to Setup > Integration > Web Services Preferences
  5. In the Name dropdown, select the user (If only the ID is shown, you can see your user ID in the upper right of the NetSuite page).
  6. Select the default role to use for Web Services.
  7. The Role ID will be displayed on the screen. Copy this and enter into Integration Manager.
  8. Click on Done and Save.
Note

You can not use an "Administrator" role as these roles require 2-factor authentication which cannot be used by Integration Manager connections. Lower access levels do not require 2-factor authentication.

Make sure your Role also has Full "Web Services" permissions.

Get your Application ID

  1. Go to Setup > Integration > Manage Integrations > Click on New
  2. Enter Integration Manager as the name
  3. Under Authentication enable both User Credentials and Token-Based Authentication
  4. Click Save
  5. The page should display an Application ID column correlating to the name of an integration. If the column is blank then consult your NetSuite Rep for the App_id

Get your Location ID

The Location ID is used to identify which warehouse inventory records are coming from.

  1. Go to Setup > Company > Warehouses
  2. Find the proper warehouse location and click View
  3. Copy the INTERNAL ID from the screen and enter it into Integration Manager

Get your Adjustment Account ID

The Adjustment Account ID is used when syncing inventory levels in NetSuite.

To use the default App Account ID

  1. Leave this setting blank in Integration Manager and we'll use the same Account ID as above.

To use a specific Account ID

  1. Go to Setup > Accounting > click on Chart of Accounts
  2. Find the desired account to use and click on it. Look at the URL on the top screen.
  3. The value is right after "acctid=" and before the next "&" sign. This should be a number.

Copy this value and enter it into the Integration Manager NetSuite settings page.

Get your Subsidiary ID

This is only needed if you have more than one Subsidiary.
  1. Go to Setup > Company > Subsidiaries
  2. Find the desired subsidiary and click to View it. Look at the URL on the top of the screen.
  3. The value is right after "id=". This should be a number.


Copy this value and enter it into the Integration Manager NetSuite settings page.

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