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 spends.
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
Go to your NetSuite Setup > Company > Enable Features > Suite Cloud > Manage Authentication
Enable Token-Based Authentication
Step 2: Create an integration
Go to menu Setup > Integrations > Manage Integrations
Tap the New button
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.
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
Go to Setup > Users/Roles > Manage Roles > New
Create a role and assign necessary permissions for Zluri integration
Make sure you select All under Subsidiary Restrictions > ACCESSIBLE SUBSIDIARIES
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:
Documents and Files (required to get vendors)
4. Click on Transactions and add the following permissions:
Bill Purchase Orders
5. Click Setup and add the following permissions:
SOAP Web Services
User Access Tokens
Step 5: Assign role to user
Go to Setup, Users, Manage Users. Edit an existing user record (The user which you want to use for authentication).
Click on the “Access” subtab.
If the “Give Access” checkbox isn't checked, check the checkbox.
Under Roles, select the role created above.
Step 6: Create token
Go to Setup > Users/Roles > Access Tokens > New.
Select the Integration record, User, and Role created or referenced in the previous steps.
At the bottom you will find the Token ID and Token secret
Step 7: Get the Account ID and Soap service URL
Go to setup > company > company information
Search for ACCOUNT ID
Under Company URLs search for SUITETALK (SOAP AND REST WEB SERVICES)
Please note the following information to use for connecting Zluri with NetSuite.
Soap service url (eg. https://xyz.suitetalk.api.netsuite.com)