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NetSuite Integration: Configuring NetSuite OAuth Setup

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NetSuite Integration is designed to keep NetSuite and Priava in sync with contact, organisation, catalogue items, events, invoices and payments.









Only system administrators can configure Integrations. If you are not an administrator, please consult a member of your team that is an administrator to increase the level of access you have been granted.

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Configuring NetSuite OAuth Setup

To configure the NetSuite OAuth Setup:

  1. Log into NetSuite Application via the following URL: https://netsuite.com

  2. On the Navigation Menu at the top of the screen, hover over the mceclip0.png

  3. Hover over Company on the drop-down menu

    mceclip0.png

  4. Click mceclip0.png in the Setup Tasks drop down menu

    mceclip1.png

  5. Click mceclip2.png tab

  6. Under the SuiteScript section, make sure Client SuiteScript and Server SuiteScript are checked

    mceclip3.png

  7. Under the Manage Authentication section, check the Token-based Authentication box 

    mceclip4.png

  8. Click mceclip6.png

View Existing Applications

To view your existing applications:

  1. On the Navigation Menu, hover over the mceclip0.png

  2. Hover over Integrations

    mceclip2.png

  3. Click mceclip3.png to view a list of all Integration Applications that you have configured in NetSuite 

    mceclip19.png

Creating Applications

To create a new application:

  1. On the Navigation Menu at the top of the screen, hover over the mceclip0.png tab and select Integrations

    mceclip2.png
  2. Select Manage Integrations from the drop-down menu and click mceclip10.png

    mceclip4.png

  3. Enter a name for the app, select the preferred State and include a description, note and concurrency limit if required

    mceclip11.png

  4. Under the Authentication tab, Check the Token-based Authentication and TBA:ISSUETOKEN ENDPOINT 

    mceclip13.png

  5. Under the User Credentials tab, check the User Credentials 

    mceclip14.png

  6. Click mceclip6.png

  7. Under 'Client Credentials', you will find the Consumer Key and Consumer Secret values. Save these values as they will not be shown again and you will need to supply these to Priava to complete the configuration.

    mceclip15.png


Creating Roles

  1. On the Navigation Menu at the top of the screen, hover over the mceclip0.png tab

  2. Hover over User/Roles in the drop-down menu

    mceclip3.png

  3. Hover over Manage Roles

    mceclip4.png

  4. Click mceclip21.png

  5. Enter a name for the new Role 

    mceclip22.png

  6. Under the Subsidiary Restrictions tab, Select ALL subsidiaries

    mceclip5.png

  7. Under Center Type, choose Accounting Center from the Drop-down menu

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  8. Under the Permission tab, add below Permission

    a. On the Transaction tab

           Credit Memo - Full(Level)
           Customer Payment - Full(Level)
           Find Transaction - Full(Level)
           Invoice - Full(Level)
           Customer Deposit - Full (Level)

    mceclip26.png

    b. On the Setup Tab   
                                                             
           Access Token Management - Full (Level)
           Company Information - Full (Level)
           Log in using Access Tokens - Full (Level)
           Set Up Company-on Full - Full (Level)

    mceclip27.png

    c. On the Lists Tab 
    Select the modules that you want to sync in your integrations:
                                                             
           Accounts - Full (Level)
           Contacts- Full (Level)
           Customers- Full (Level)
           Items- Full (Level)
           Projects- Full (Level)
           Subsidiaries- Full (Level)
           Tax Items - Full (Level)

    mceclip28.png

Adding a Role to an Existing User

To Add a Role to an existing user (Employee):

  1. On the Navigation Menu at the top of the screen, hover over the mceclip0.png tab

  2. Hover over Employees on the drop-down menu

    mceclip6.png

  3. Click mceclip8.png

  4. Click mceclip4.png next to the name of the employee you want to assign the token-based authentication role

  5. Click the mceclip5.png sub-tab

    mceclip7.png
  6. In the Role field, select the token-based authentication role for this employee

    mceclip9.png

  7. Click mceclip10.png

Generate a New Token for Authentication

To Generate a new token for authentication:

  1. On the Navigation Menu at the top of the screen, hover over the mceclip0.png tab

  2. Hover over the User/Roles on the drop-down menu
    mceclip3.png

  3. Hover over Access Tokens

    mceclip10.png

  4. Click mceclip21.png

  5. Select the Application Name, User and Role on the Access Token page

    mceclip20.png

  6. The Token Name is already populated with the selection of Application Name. Enter your own name for this token, if desired.

    mceclip22.png

  7. Click mceclip23.png

  8. Once completed, the system will present Token ID and Token Secret for this application. Please save these two values as you will need to supply these to Priava to complete the configuration.

Provided you have completed all of the steps outlined above, you have now completed your part of the configuration process. Please contact Priava and provide your Consumer Key, Consumer Secret, Token ID and Token Secret and we will complete the remainder of the configuration process. Once we have done this, we will provide a further update so that you can begin testing the integration. Please note that we recommend that you configure and test the integration in a Sandbox to ensure it is working as expected prior to using it in your live environment.

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