NetSuite Integration Setup

this document details the steps required to set up netsuite and nue to prepare for the following netsuite integration collect payments with netsuite docid\ wjolvhq otzcxrqrepj8o docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup netsuite docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 permissions to configure netsuite and install the connector, you need administrator or a similar role with adequate permissions docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 enable required features ensure that token based authentication and suiteanalytics are enabled navigate to setup > company > enable features on the suitecloud tab , check token based authentication on the analytics tab , check suiteanalytics workbook docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 create custom fields on the transaction line object in the object transaction line, we are using the following fields to integrate with netsuite arm custcol nue transactionlineid custcol nue term custcol nue start date custcol nue end date create custom fields jpg docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 revenue fields mapping for revenue recognition to automate revenue plans in netsuite arm, follow the steps below to setup the field mapping login to netsuite navigate to setup → accounting → revenue field mapping → new rev rec map the fields menu jpg configure the following source record type transaction line source field ids custcol nue start date → start date ; custcol nue end date → end date rev rec map the fields jpg if these fields are already mapped, verify that the configuration correctly populates the values from nue docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup nue permissions required the following permissions must be enabled in the user role integrations manage netsuite integration collections view payment application manage payment application system settings manage events and webhooks docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup netsuite connection please follow the steps below to setup connections to netsuite navigate to nue > settings (via the gear at the top right corner of the dashboard) in the search box, search for netsuite integration navigate to the netsuite integration setup page click on 'new integration' button, and then input your "environment" input an "integration name" click "save and next" setting up your integration use case upon clicking "save and next", you will be brought to the integration use case page if you leave it unchecked, it would mean that you are using the default netsuite integration solely for accounting (and collecting elsewhere) as detailed in this page manage accounting with netsuite if you check "payments and collections" it will enable the payments integration as explained on this page collect payments with netsuite if you check "revenue recognition" it will enable the revenue recognition integration as explained on this page recognize revenue with netsuite inputting your netsuite configuration next, you will enter the main netsuite configuration page this page is where you setup the main configuration variables to connect to your netsuite instance click configure to launch the config wizard on the config wizard page create “api key based” authentication for nue please follow the steps documented to retrieve your nue api key we recommend creating a dedicated api key for the netsuite connector set up “token based” authentications for netsuite this requires configuring both rest and soap connectors separately please follow the steps in the section below to retrieve netsuite credentials complete the remaining settings and click finish to finalize the configuration docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 retrieve netsuite credentials nue integrates with netsuite using token based authentication you will need the following credentials to complete the setup account id consumer key and consumer secret token id and token secret docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 account id login to netsuite navigate to setup → company → company information company information menu jpg copy your account id at the bottom of the right hand column consumer key and consumer secret company information jpg login to netsuite navigate to setup → integration → manage integrations → new integration menu jpg fill in the required details enable token based authentication and save the record integration tokens jpg copy the consumer key and consumer secret from the confirmation page caution note that this information will only be displayed once , so please ensure it is saved elsewhere in a secure place for future setup/requirements docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 token id and token secret login to netsuite navigate to setup → users/roles → access tokens → new access token menu jpg on the access tokens page, click new access token and select the application name associated with the integration record you created earlier access tokens jpg the token name is pre filled by default as a combination of the application name, user, and role after completing the setup, the token id and token secret will be displayed caution note that this information will only be displayed once , so please ensure it is saved elsewhere in a secure place for future setup/requirements