Oracle NetSuite Integration

Oracle NetSuite is a Cloud ERP for Fast-Growing Businesses, including Financials, Professional Services, Accounting, CRM & eCommerce.

With NetSuite integration, Zluri fetches lists of transactions & maps them automatically to SaaS apps to help organizations identify their SaaS spending. It helps organizations to analyze their SaaS Spends and provide insights.

Apart from expenses, Zluri also collects the list of vendors, departments & employees from NetSuite. This helps us allocate the SaaS Spends to right employees & departments based on their usage. And you can keep tab on SaaS expenses for each vendor from Zluri.

This document explains the steps to connect Zluri with NetSuite. To connect NetSuite you will need to create a new user with specific permissions. And then you will need to authenticate the Zluri-NetSuite connection with the credentials of the new user.

Step 1: Enable Token-Based Authentication

1. Go to your NetSuite Setup > Company > Enable Features > Suite Cloud > Manage Authentication

2. Enable Token-Based Authentication

Step 2: Create an integration

1. Go to menu Setup > Integrations > Manage Integrations

2. Tap the New button

3. Set the name to "Zluri Integration". Please make sure to tick the Token-Based Authentication option, uncheck the "TBA: AUTHORIZATION FLOW" and "AUTHORIZATION CODE GRANT" option, and check the "TBA: ISSUETOKEN ENDPOINT" option.

4. Click Save

5. At the bottom you will find the consumer key and consumer secret

Please take note that Consumer Key and Consumer Secret values are displayed only once, so please make sure you copy them before going to another page.You can anytime edit and save the integration again to get the new consumer key and secret.

Step 3: 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

3.1: 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

4. Click on Transactions and add the following permissions:

1. Expense report

2. Bill Purchase Orders

3. Bills

4. Credit Card

5. Invoice

5. Click Setup and add the following permissions:

1. SOAP Web Services

2. User Access Tokens

Step 5: 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”.

Step 6: Create token

1. Go to Setup > Users/Roles > Access Tokens > New.

2. Select the Integration record, User, and Role created or referenced in the previous steps.

3. Click Save

4. At the bottom you will find the Token ID and Token secret

Step 7: Get the Account ID and Soap service URL

1. Go to setup > company > company information

2. Search for ACCOUNT ID

3. Under Company URLs search for SUITETALK (SOAP AND REST WEB SERVICES)

Please note the following information to use for connecting Zluri with NetSuite.

1. Soap service url (eg. https://xyz.suitetalk.api.netsuite.com)

2. Account ID

3. Consumer key

4. Consumer secret

5. Token ID

6. Token Secret