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Onboarding Guide - NetSuite
Onboarding Guide - NetSuite
Reco Product Management avatar
Written by Reco Product Management
Updated over 3 weeks ago

Step 0 - NetSuite Setup

Before installation 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.

Step 1 - NetSuite Reco Bundle Installation Guide

This script will do the following

  1. Create Role for Reco integration

  2. Install script for getting tenant configurations and user's data

  3. Create a custom record to identify the script via API

Installation steps

  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 - pay attention that this Bundle is installed in Sandbox end hence user the advance search and enter the account ID 7620913_sb1

  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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Step 2 - Create an integration record

  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 3 - Assign the role to the user

  1. Go to Setup -> Users/Roles -> Manage Users.

  2. Click on the user that perform the integration

  3. Click edit

  4. Under access tab add the Role the bundle created - Reco Rest API Role

Step 4 - 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 we created - Reco Rest API Role

    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 5 - 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.
    If you are integrating a sandbox environment please make sure you use the suffix -sb1` (not capital letters, not underscore)

  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


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