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Onboarding Guide - NetSuite
Onboarding Guide - NetSuite
Reco Product Management avatar
Written by Reco Product Management
Updated over 4 months ago

Step 1 - NetSuite setup

We need to make sure that NetSuite’s setup allows our integration.

  1. In NetSuite console, press Setup->Company->Enable Features

  1. Check the REST WEB SERVICES & TOKEN-BASED AUTHENTICATION boxes.

Open Screenshot 2024-04-08 at 16.54.13.png

Step 2 - Create an integration recrod

  1. In NetSuite console, press Setup->Integration->Manage Integrations->New

    Screenshot 2024-03-28 at 10.25.59.png

  2. In the integration screen:

    1. Choose a name, e.g. “Reco Integration”

    2. Uncheck

      1. TBA: AUTHORIZATION FLOW

      2. AUTHORIZATION CODE GRANT (under Oauth 2.0)

    3. Make sure that TOKEN-BASED AUTHENTICATION is checked

    4. Click Save

      Screenshot 2024-04-08 at 17.01.39.png

  3. Save the CLIENT ID & CLIENT SECRET for later usage.

    Screenshot 2024-03-28 at 10.35.42.png

Step 2 - Create Role

  1. Click Setup -> Users/Roles -> Manage Roles -> New.

  2. Create a new role for Reco

    1. make sure you mark

      1. DO NOT RESTRICT EMPLOYEE FIELDS

      2. ACCESSIBLE SUBSIDIARIES - ALL

      3. ALLOW CROSS-SUBSIDIARIES RECORD VIEWING

      4. TWO-FACTOR AUTHENTICATION REQUIRED - Not required

      5. DURATION OF TRUSTED DEVICE - Per session

    2. All other checkbox should be unmarked

  3. Add the following permissions

    1. Permissions for querying the API

      1. Reports - SuiteAnalytics Workbook

      2. Setup - REST Web Services

    2. Permissions for specific tables

      1. Lists - Accounts

      2. Lists - Employee Record

      3. Lists - Employees

      4. Setup - View Login Audit Trail

      5. Setup - Analytics Administrator

      6. Setup - Set Up Domains

      7. Setup - Device ID Management

      8. Setup - User Access Tokens

      9. Setup - Access Token Management

      10. Setup - Bulk Manage Roles

  4. Press create

  5. Assign the new role to your user

Step 2 - Create Access Token

  1. Click Setup -> Users/Roles -> Access Tokens.

  2. On the Access Tokens page, click New Access Token.

Open image-20240409-074846.png

image-20240409-074846.png

  1. Fill the fields:

    1. Application - the one you’ve created in step 2

    2. User - choose your user

    3. Role - choose the role you created

    4. Token Name - Give a name to the token e.g. “Reco Integration Token”

  2. Save the TOKEN ID & TOKEN SECRET for later usage.

Step 4 - Enter the data into Reco UI

  1. Account ID - the prefix of the netsuite console URL, for example if your NetSuite console URL is tstdrv1234.app.netsuite.com, the Account ID will be tstdrv1234.

  2. CLIENT ID & CLIENT SECRET from step 2.

  3. TOKEN ID & TOKEN SECRET from step 3.

Screenshot 2024-04-09 at 9.37.37.png

Step 5 - NetSuite Reco Bundle Installation Guide

In order to ingest user roles and global settings an additional step should be performed. This guide provides a step-by-step process to install the bundle in NetSuite and configure the required settings.

  1. Login to NetSuite

  2. Once logged in, go to Customization > SuiteBundler > Search & Install Bundles.

  3. In the Search & Install Bundles page, search for the bundle by entering the Bundle ID: 538399

  4. Once you locate the correct bundle, click on the Install button next to it.

  5. Review the details of the bundle, including its contents and the permissions it requires.

  6. Click on Install Bundle to proceed with the installation.

  7. Wait for the bundle to be installed. You will see a progress bar indicating the status of the installation.

  8. Once the installation is complete, navigate to the Customization > SuiteBundler > Installed Bundles to confirm that the bundle has been successfully installed.
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