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.
Configuring NetSuite OAuth Setup
To configure the NetSuite OAuth Setup:
- Log into NetSuite Application via the following URL: https://netsuite.com
- On the Navigation Menu at the top of the screen, hover over the
- Hover over Company on the drop-down menu
- Click in the Setup Tasks drop down menu
- Click tab
- Under the SuiteScript section, make sure Client SuiteScript and Server SuiteScript are checked
- Under the Manage Authentication section, check the Token-based Authentication box
- Click
View Existing Applications
To view your existing applications:
- On the Navigation Menu, hover over the
- Hover over Integrations
- Click to view a list of all Integration Applications that you have configured in NetSuite
Creating Applications
To create a new application:
- On the Navigation Menu at the top of the screen, hover over the tab and select Integrations
- Select Manage Integrations from the drop-down menu and click
- Enter a name for the app, select the preferred State and include a description, note and concurrency limit if required
- Under the Authentication tab, Check the Token-based Authentication and TBA:ISSUETOKEN ENDPOINT
- Under the User Credentials tab, check the User Credentials
- Click
- 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.
Creating Roles
- On the Navigation Menu at the top of the screen, hover over the tab
- Hover over User/Roles in the drop-down menu
- Hover over Manage Roles
- Click
- Enter a name for the new Role
- Under the Subsidiary Restrictions tab, Select ALL subsidiaries
- Under Center Type, choose Accounting Center from the Drop-down menu
- 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)
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)
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)
Adding a Role to an Existing User
To Add a Role to an existing user (Employee):
- On the Navigation Menu at the top of the screen, hover over the tab
- Hover over Employees on the drop-down menu
- Click
- Click next to the name of the employee you want to assign the token-based authentication role
- Click the sub-tab
- In the Role field, select the token-based authentication role for this employee
- Click
Generate a New Token for Authentication
To Generate a new token for authentication:
- On the Navigation Menu at the top of the screen, hover over the tab
- Hover over the User/Roles on the drop-down menu
- Hover over Access Tokens
- Click
- Select the Application Name, User and Role on the Access Token page
- The Token Name is already populated with the selection of Application Name. Enter your own name for this token, if desired.
- Click
- 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.