Creating an external connection to NetSuite requires some initial configuration in NetSuite. This article explains the necessary steps in order to connect Trelica to NetSuite.
Log in to NetSuite.
Go to Setup > Company > Enable Features.
Under the SuiteCloud sub-tab:
- In the SuiteTalk (Web Services) field group, ensure that REST Web Services is checked
- In the Manage Authentication field group, ensure that Token Based Authentication is checked
Go to Setup > Users/Roles > User Management > Manage Roles > New. (or search for
new rolein the global search).
Give the role a descriptive name, such as Trelica Integration Role.
Under the Authentication field group, make sure Web Services Only Role is unchecked, as this does not work with OAuth1a.
Now go to the Permissions sub-tab and select the following permissions:
Go to Lists > Employees > Employees > New (or search for
page:employeesin the global search).
Give the Employee a descriptive name and ID, (e.g.
Under the Access sub-tab, assign the newly created Trelica role.
Go to Setup > Integration > Manage Integrations > New (or search for
page:integrationsin the global search)
Now go to the Authentication sub-tab,
Find the Token-based Authentication field group and fill in the following fields:
Make sure that nothing is checked or entered in the OAuth2.0 and User Credentials field groups.
Click Save. On the confirmation screen, copy the following that you will need to authenticate:
- Consumer Key (or Client ID)
- Consumer Secret (or Client Secret)
Go to Setup > Integration > Webservice Preferences
Copy your Account ID and keep a note of it as you will need to enter it into Trelica.
If you received an email asking you to set up the integration, then just click on the link, otherwise login to Trelica and go to Admin > Integrations to get started.
In the Search... box, just type in NetSuite.
Then click on the NetSuite logo to get started, and on the next screen click Connect:
Now enter the Account ID, Consumer Key and Consumer Secret that you generated in NetSuite.
You will then need to login to NetSuite.
Once logged in, you will be asked to confirm that Trelica is allowed to access your NetSuite account.
You will be taken back to Trelica and Trelica will start to request data from NetSuite. This may take some time but happens in the background, so you can freely navigate away from the page and come back later to check on progress.
You can regenerate them by editing the integration record: