Step 0 - NetSuite Setup
Before installation we need to make sure that NetSuite’s setup allows our integration.
In NetSuite console, press Setup->Company->Enable Features
Check the REST WEB SERVICES & TOKEN-BASED AUTHENTICATION boxes.
Step 1 - NetSuite Reco Bundle Installation Guide
This script will do the following
Create Role for Reco integration
Install script for getting tenant configurations and user's data
Create a custom record to identify the script via API
Installation steps
Login to NetSuite
Once logged in, go to Customization > SuiteBundler > Search & Install Bundles.
In the Search & Install Bundles page, search for the bundle by entering the Bundle ID: 538399 - pay attention that this Bundle is installed in Sandbox end hence user the advance search and enter the account ID 7620913_sb1
Once you locate the correct bundle, click on the Install button next to it.
Review the details of the bundle, including its contents and the permissions it requires.
Click on Install Bundle to proceed with the installation.
Wait for the bundle to be installed. You will see a progress bar indicating the status of the installation.
Once the installation is complete, navigate to the Customization > SuiteBundler > Installed Bundles to confirm that the bundle has been successfully installed.
Step 2 - Create an integration record
In NetSuite console, press Setup->Integration->Manage Integrations->New
In the integration screen:
Save the CLIENT ID & CLIENT SECRET for later usage.
Step 3 - Assign the role to the user
Go to Setup -> Users/Roles -> Manage Users.
Click on the user that perform the integration
Click edit
Under access tab add the Role the bundle created - Reco Rest API Role
Step 4 - Create Access Token
Click Setup -> Users/Roles -> Access Tokens.
On the Access Tokens page, click New Access Token.
Open image-20240409-074846.png
Fill the fields:
Application - the one you’ve created in step 2
User - choose your user
Role - choose the role we created - Reco Rest API Role
Token Name - Give a name to the token e.g. “Reco Integration Token”
Save the TOKEN ID & TOKEN SECRET for later usage.
Step 5 - Enter the data into Reco UI
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 betstdrv1234
.
If you are integrating a sandbox environment please make sure you use the suffix-sb1`
(not capital letters, not underscore)CLIENT ID & CLIENT SECRET from step 2.
TOKEN ID & TOKEN SECRET from step 3.