Connect Robust NetSuite integrator app with NetSuite

How to establish the first connection between your Oracle NetSuite account and the Robust NetSuite Integrator app?

Important note: The recommended steps are 1, 2, 3, 4, 5, 6b, 7.

Step 1:

In your Oracle NetSuite account, from the top navigation pane, go to the Setup > Integration > Click on Web Service Preferences OR SOAP Web Services Preferences.

Here is a visual representation:



Step 2:

Copy the "Account ID" while making sure that only the "Use Conditional Defaults Update", "Run Server Suitescript and Trigger Workflows" and "Use Conditional Defaults On Add" options are checked. Once, confirmed paste this "Account ID" in the Account ID field of the Robust NetSuite Integrator.

Note: You can select the "Name" & "Web Services Default Role" as per your choice while making sure that this "Role" must have the mandatory permissions. You can learn about these mandatory permissions from here.

Here is a visual representation:



Step 3:

In your Oracle NetSuite account, from the top navigation pane, go to the  Setup >  Integration >  Manage Integration > New. Now, here in the Name field, enter the name of the integration. Example: Robust NetSuite Integrator, while making sure that only the "User Credentials" and "Token-Based Authentication" options are checked. Once, confirmed, simply click on the Save button.

Here is a visual representation:






Step 4:

Copy the "Consumer Key" & "Consumer Secret", further paste them inside the Robust NetSuite Integrator's "Consumer Key" & "Consumer Secret" fields.

Here is a visual representation:



Step 5:

In your Oracle NetSuite account, to edit the permissions of any role, go to the Setup > Users / Roles > Manage Roles >> Click on that particular role whose permissions you want to edit > Add / Edit the permission as requested in this article Mandatory Permission settings in NetSuite for smooth integration with Robust NetSuite Integrator Shopify App.

Note: If your selected "Web Services Default Role" in Step 2 already has the mandatory permissions, then ignore this step 5.

Step 6a: 

Note: If you are sure that your "Role" is the Administrator one, follow this step to generate the Access Token.

In your Oracle NetSuite account, from the top navigation pane, go to the  Setup >  User / Roles > Access Tokens > New. Now, in the "Application Name" field enter the name of the integration that you created in Step 3. In the "User" drop-down menu, select your preferred User. In the "Role" drop-down menu, select that Role that has the mandatory permissions. Now, after selecting all these fields, the "Token Name" will populate by itself. Once, done simply click on the Save done.

Here is a visual representation:





Step 6b: 

Note: If you are not sure that your "Role" is the Administrator one, follow this step to generate the Access Token.

In your Oracle NetSuite account, head over to the dashboard, and click on the "Manage Access Tokens" link. 

Here is a visual representation:
 

Click on the "New My Access Token" button. Here is a visual representation.

 
Now, in the "Application Name" field enter the name of the integration that you created in Step 3. so that the "Token Name" can populate by itself. Once, done simply click on the Save done. Here is a visual representation.


Step 7:

Copy & Paste the "Token ID" & "Token Secret" in the Robust NetSuite Integrator's Token ID & Token Secret fields.

Here is a visual representation:



Important Notes: 

While going through step 4 in case, you are unable to get " Consumer Key" & " Consumer Secret", then in your Oracle NetSuite account, from the top navigation pane, after going to the  Setup >  Integration >  Manage Integration > New, make sure that only the " Token-Based Authentication" option is checked.

While going through step 5 in case, you are unable to get an option that says " Access Tokens", then in your Oracle NetSuite account, from the top navigation pane, go to the  Setup > Company > Enable Features > Suitecloud, and Under Manage Authentication - Make sure that the "Token-Based Authentication" option is checked .

You can choose " Name", " Application Name", " Token Name" as per your wish.

In case, you have any questions OR need assistance, feel free to reach out to us at help@webbeeglobal.com.