Netsuite

NetSuite integration fetches data from NetSuite (Rest) APls. It fetches VendorBills, Journal Entries & Invoices. It gives the Memo, Date, and Transaction amounts. If you wish Zluri to fetch Journal Entries and Invoices you should connect to this integration.

To connect with NetSuite, you will need Admin-level permissions.

Integration steps

Enable Token-Based Authentication

1. Visit Setup > Company > Enable Features > Suite Cloud > Manage Authentication
2. Enable Suite Sign On & Token-Based Authentication.

3. Visit SuiteTalk (Web Services)

   1. Enable 'Rest Web Services'
   2. Enable SOAP Web Services

   

   
   

Create an integration

1. Go to menu Setup > Integrations > Manage Integrations

2. Tap the New button

3. Set the name to "Zluri Integration".

4. Please make sure to check the following boxes

   1. TOKEN-BASED AUTHENTICATION
   2. TBA: ISSUETOKEN ENDPOINT
   3. TBA: AUTHORIZATION FLOW
   4. REST WEB SERVICES
   5. AUTHORIZATION CODE GRANT

5. Please update Callback and Redirect URL as ->
   https://integrations.zluri.com/connect_callback/netSuiteV2

6. Click Save.

7. At the bottom, you will find the consumer key and consumer secret.

Please note that Consumer Key and Consumer Secret values are displayed only once, so please make sure you copy them before proceeding to the next page.

If you don't have/forgot the consumer key/secret, You can edit and save the integration to generate the keys again. Please visit Setup > Integrations > Manage Integrations and click the integration name to edit & save it.

Create a role

1. Go to Setup > Users/Roles > Manage Roles > New
2. Create a role and assign necessary permissions for Zluri integration
3. Make sure you select All under Subsidiary Restrictions > ACCESSIBLE SUBSIDIARIES
4. You can name the role as zluri-integration-role

Assign permissions to the role

1. At the bottom, click on Lists and add the following permissions:

   1. Employees

   2. Employee Record

   3. Vendors

   4. Documents and Files (required to get vendors)

   5. Departments

   6. Find Transaction

      

2. Click on Reports and add the following permission:

   1. SuiteAnalytics Workbook (edit)

      

3. Click on Transactions and add the following permissions:

   1. Expense report
   2. Bill Purchase Orders
   3. Bills
   4. Credit Card
   5. Invoice
   6. Purchase order

Please select 'Web Services Only Role'.

4. Click Setup and add the following permissions:

   1. SOAP Web Services

   2. User Access Tokens

      

      
      

Assign role to user

1. Go to Setup, Users, Manage Users. Edit an existing user record (The user which you want to use for authentication).
2. Click on the “Access” subtab.
3. If the “Give Access” checkbox isn't checked, check the checkbox.
4. Under Roles, select the role created above.
5. Click “Save”.

Create token

1. Please visit the homepage of your NetSuite account by clicking the home icon. Scroll down on the left side and find the Settings section.
2. In the Settings portlet, click the Manage Access Tokens link.

The My Access Tokens page appears, listing all the tokens for the current user in the current role.

3. Click New My Access Token. The Access Token page appears. 

4. On the Access Token page:
   1. Select the Application Name (The integration you created in step 2)
   2. The Token Name is already populated by default with a concatenation of Application Name, User, and Role.
5. Click Save. The confirmation page displays the Token ID and Token Secret. Please note these down. If you have forgotten/don't have these details please perform the 'Step 3' again to get these details.

Get the Account ID and Suitetalk

1. Visit setup > company > company information in your NetSuite account.
2. Search for ACCOUNT ID
3. Under Company URLs, search for SUITETALK (REST WEB SERVICES)

Please note the following information to use to connect Zluri with NetSuite.

1. Rest service URL (eg. https://xyz.suitetalk.api.netsuite.com) - Please enter the URL without the end slash(/)
2. Account ID
3. Consumer key
4. Consumer secret
5. Token ID
6. Token Secret
   Once you have these details, please log in to Zluri, visit the S**ources -> I**ntegrations tab, search for NetSuite, and click Connect. This will open a form, as shown below. Please enter the details you have obtained from NetSuite in the form below and click 'Connect'.

Once all the details are entered correctly, a connection successful message will display, and you can save it. Please visit the Sources -> Integration -> Connected tab in Zluri to find the NetSuite integration and confirm that it has been connected.