Before you start creating Connect iPaaS workflows with NetSuite, you need to allow Connect iPaaS to integrate with NetSuite.
To give access to your NetSuite, create a Token to authorize Connect iPaaS to access your NetSuite data. This token will allow Connect iPaaS to check new and updated records in NetSuite.
As the administrator of your NetSuite account, you can decide how long Connect iPaaS has access to your NetSuite account and what it can access.
NOTE: If you restrict read and write permissions to certain entities, triggers and actions might not work as expected.
Permission For Trigger¶
Permission For Actions¶
Create a Record¶
||Create or Full Permission|
Update a Record¶
||Edit or Full Permission|
Creating a Connection¶
To allow Connect iPaaS to integrate with NetSuite, please execute the following steps.
Enable Web services and token-based access¶
First, enable Web Services and token-based access.
- Go to the enable features page and click on the SuiteCloud tab
- Check the "SOAP Web services" and "Token-Based Authentication" boxes
- Click "Save" to add your changes.
Create an Integration record¶
Once the API and token authentication has been enabled, create an Integration record in NetSuite that will represent Connect iPaaS.
- Go to the Integration section of NetSuite.
- Check the "Token-based Authentication(TBA)" checkbox
- Click save
Once you create the Integration record, you will need to record the consumer key and secret
Create an Integration Role¶
Next, you will need to create an Integration Role. This is where you will be able to control what permissions Connect iPaaS has while accessing your NetSuite account.
- Hop on to Setup > Users/Roles> Manage Roles
Now, you can update an existing role to give access to the NetSuite's API or create a new one.
Two things you should decide:
- What records Connect iPaaS will have access to
- What Connect iPaaS can do with the records
NOTE: To derive full benefits that Connect iPaaS has to offer, its recommended to give full permissions.
Give the following three permissions to allow the role to log in with a token,
- Web Services (Full)
- Log in using Access Tokens (Full)
- Set Up Company (Full)
Create an Integration User¶
Once the role is configured, setup another user that will be assigned to this integration role.
To assign the integration role, navigate to the "Access" tab.
Create an Access token¶
Finally, create an access token. While creating this, make sure to record the token id and secret somewhere, since you will not be able to view it again.
How do I connect my NetSuite instance in Connect iPaaS?¶
Now that you have your API key, you can easily connect your NetSuite instance with Connect iPaaS. On the NetSuite Connection screen, use your new API Key and other details you get through your NetSuite account.
|Account ID||Retrieve the account ID of your NetSuite instance from Integration>Web Services Preferences|
|Consumer key||Consumer key from the integration record that you've just created|
|Consumer secret||Consumer secret from the integration record that you've just created|
|Token ID||Token ID from the access token that you've just created|
|Token secret||Token secret from the access token that you've just created|
|WSDL Version||Version of your NetSuite instance|
Putting it all together¶
Watch a short clip summarizing all the steps that you need to take to setup a connection to your NetSuite instance on Connect iPaaS.