Setting up a NetSuite Integration - Authentication
Topics
DemandCaster's Netsuite integration utilizes NetSuite Suitescripts. These custom written scripts provide significant flexibility to deploy an integration that is specific to the needs of your company. Since NetSuite is a highly customizable system, the DemandCaster integration can be configured to extract custom or alternate fields providing significant flexibility to meet your companies unique planning and reporting needs.
The integration is setup to support parallel processing and incremental data loads to ensure fast data loads from NetSuite to DemandCaster. Updates to data may be scheduled on a daily basis and may also be updated on demand as needed throughout the day. In addition to pushing replenishment orders back to NetSuite, other data may also be pushed to NetSuite based on the needs of your company.
The steps provided below describe the process to setup and collect the API information needed for DemandCaster to integrate with Netsuite. Once ready, please forward to your DemandCaster setup engineer.
The information needed are:
- Account ID
- Consumer Key
- Consumer Secret
- Token ID
- Token Secret
- Temporary NetSuite Login Account
1. Retrieve Account ID
To find out your account ID:
- Click Setup
- Click Integration
- Click Web Services Preferences
2. Enable Token Based Authentication (TBA)
TBA drives the ETL (pull) and Reverse ETL (download suggested orders to NetSuite) of the data.
Ensure TBA is enabled in Company settings. Click:
- Setup
- Company
- Enable Features
2.1. Click on SuiteCloud Tab
Some users may not have the Token-based Authentication feature enabled. To enable the token-based authentication feature:
- Click the SuiteCloud tab.
- Scroll down to the SuiteScript section, and make sure the following are enabled. If not, check the following boxes:
- Client SuiteScript.
- Server SuiteScript. Click I Agree on the SuiteCloud Terms of Service page.
Note: Enabling both the Client SuiteScript and Server SuiteScript features is required to use RESTlets with token-based authentication.
3. Set up Data Integration
Click:
- Setup
- Integration
- Manage Integrations
- New
4. Add Access Token Permission to Existing Account
Please use an existing account that will remain active on an ongoing basis. This way you do not need to consume an open user account license. DO NOT use the DemandCaster temporary account that is created in step 5.
- Setup
- User/Roles
- Manage Users
- Select a user and click edit
4.2. Modify Role
- Click "Setup" tab
- Click Edit at the bottom
- From the drop down, please make certain the the following permissions are applied to the role:
Tab |
Permission |
Level |
---|---|---|
Lists | Accounts | View |
Lists | Bill Of Materials Inquiry | View |
Lists | Calendar | View |
Lists | Check Item Availability | View |
Lists | Classes | View |
Lists | Commit Orders | View |
Lists | Component Where Used | View |
Lists | Contacts | View |
Lists | Costed Bill Of Materials Inquiry | View |
Lists | CRM Groups | View |
Lists | Currency | View |
Lists | Custom Record Entries | View |
Lists | Customers | View |
Lists | Departments | View |
Lists | Email Template | Edit |
Lists | Employee Record | View |
Lists | Employees | View |
Lists | Events | View |
Lists | Export Lists | View |
Lists | Inventory Cost Template | View |
Lists | Item Demand Plan | View |
Lists | Item Revisions | View |
Lists | Item Supply Plan | View |
Lists | Items | View |
Lists | Locations | View |
Lists | Manufacturing Cost Template | View |
Lists | Manufacturing Routing | View |
Lists | Non Posting Registers | View |
Lists | Notes Tab | View |
Lists | Perform Search | Full |
Lists | Phone Calls | View |
Lists | Planned Standard Cost | View |
Lists | Product Hierarchies | View |
Lists | Publish Search | Edit |
Lists | Resource | Edit |
Lists | Shipping Items | View |
Lists | Standard Cost Version | View |
Lists | Subsidiaries | View |
Lists | Subsidiaries / Entities | View |
Lists | Tasks | View |
Lists | Track Messages | Edit |
Lists | Units | View |
Lists | Vendors | View |
Reports | Inventory | View |
Reports | Purchase Order Reports | View |
Reports | Report Customization | Edit |
Reports | Report Scheduling | View |
Reports | Return Authorization Reports | View |
Reports | Sales Order Fulfillment Reports | View |
Reports | Sales Order Reports | View |
Reports | Sales Order Transaction Report | View |
Setup | Access Token Management | View/Full |
Setup | Custom Body Fields | View |
Setup | Custom Column Fields | View |
Setup | Custom Entity Fields | View |
Setup | Custom Entry Forms | View |
Setup | Custom Fields | View |
Setup | Custom Item Fields | View |
Setup | Custom Lists | View |
Setup | Custom Record Types | View |
Setup | Custom Sublist(s) | View |
Setup | Custom Subtabs | View |
Setup | Custom Transaction Fields | View |
Setup | Custom Transaction Forms | View |
Setup | Deleted Records | View/Full |
Setup | Log in using Access Tokens | View/Full |
Setup | Mobile Device Access | View/Full |
Setup | Review Custom GL Plug-in Executions | View |
Setup | SuiteScript | Edit |
Setup | User Access Token | View/Full |
Setup | Web Services | View |
Transactions | Access Payment Audit Log | View |
Transactions | Adjust Inventory | View |
Transactions | Bills | View |
Transactions | Build Assemblies | View |
Transactions | Build Work Orders | View |
Transactions | Close Work Orders | View |
Transactions | Copy Budgets | View |
Transactions | Count Inventory | View |
Transactions | Create Inventory Counts | View |
Transactions | Enter Completions | View |
Transactions | Find Transaction | View |
Transactions | Fulfill Orders | View |
Transactions | Invoice | View |
Transactions | Issue Components | View |
Transactions | Item Fulfillment | View |
Transactions | Item Receipt | View |
Transactions | Mark Work Orders Built | View |
Transactions | Mark Work Orders Firmed | View |
Transactions | Mark Work Orders Released | View |
Transactions | Purchase Order | Create |
Transactions | Receive Order | View |
Transactions | Receive Returns | View |
Transactions | Requisition | View |
Transactions | Requisition Approval | View |
Transactions | Return Auth. Approval | View |
Transactions | Return Authorization | View |
Transactions | Revalue Inventory Cost | View |
Transactions | Sales Order | Create |
Transactions | Transfer Inventory | View |
Transactions | Transfer Order | Create |
Transactions | Transfer Order Approval | View |
Transactions | Vendor Bill Approval | View |
Transactions | Vendor Return Authorization | View |
Transactions | View Gateway Asynchronous Notifications | View |
Transactions | View Payment Events | View |
Transactions | Work Order | Create |
Transactions | Work Order Close | View |
Transactions | Work Order Completion | View |
Transactions | Work Order Issue | View |
5. Create Access Token
Once the permission has been added to the user. Click:
- Setup
- Users/Roles
- Access Tokens
- New
5.1. Select DemandCaster Data Integration to Apply Access Token
- From the drop down in the APPLICATION NAME, select the DemandCaster Data Integration created in step 3
- From the drop down select the User Account that will be used for the integration.
- Enter the Role of the user.
- The Token Name will be populated.
- Click Save
6. Setting up Temporary User Account for DemandCaster Support Personnel
At times, particularly when there are several custom or non-standard fields that require integration, having a user account with access to your system will significantly help speed the integration processes. We will be able to search for missing data and quickly modify the scripts to ensure the correct data is flowing into DemandCaster.
DemandCaster personnel will require access only during integration.
Please create a user account with your provided email account Client_Company@demandcaster.com(example: C[email protected]) with the permissions defined below.
With a named user during this phase to address the two-factor authentication (2FA) we use the context of the above email address so that our implementation team can recover the authorization codes.
We recognize that a named user is at a cost (seat license) to your organization and therefore at the conclusion of the project you may remove the named user created to support the implementation. DemandCaster ETL and Reverse ETL are all governed by Token Based Authentication.
Role should have the same permissions as those defined in step 4 above plus the highlighted permissions:
Tab |
Permission |
Level |
---|---|---|
Lists | Accounts | View |
Lists | Bill Of Materials Inquiry | View |
Lists | Calendar | View |
Lists | Check Item Availability | View |
Lists | Classes | View |
Lists | Commit Orders | View |
Lists | Component Where Used | View |
Lists | Contacts | View |
Lists | Costed Bill Of Materials Inquiry | View |
Lists | CRM Groups | View |
Lists | Currency | View |
Lists | Custom Record Entries | View |
Lists | Customers | View |
Lists | Departments | View |
Lists | Documents and Files | Edit |
Lists | Email Template | Edit |
Lists | Employee Record | View |
Lists | Employees | View |
Lists | Events | View |
Lists | Export Lists | View |
Lists | Inventory Cost Template | View |
Lists | Item Demand Plan | View |
Lists | Item Revisions | View |
Lists | Item Supply Plan | View |
Lists | Items | View |
Lists | Lists/Export Lists | View |
Lists | Locations | View |
Lists | Manufacturing Cost Template | View |
Lists | Manufacturing Routing | View |
Lists | Non Posting Registers | View |
Lists | Notes Tab | View |
Lists | Perform Search | View |
Lists | Perform Search | View |
Lists | Phone Calls | View |
Lists | Planned Standard Cost | View |
Lists | Product Hierarchies | View |
Lists | Publish Search | Edit |
Lists | Resource | Edit |
Lists | Shipping Items | View |
Lists | Standard Cost Version | View |
Lists | Subsidiaries | View |
Lists | Subsidiaries / Entities | View |
Lists | Tasks | View |
Lists | Track Messages | Edit |
Lists | Units | View |
Lists | Vendors | View |
Reports | Inventory | View |
Reports | Purchase Order Reports | View |
Reports | Report Customization | View |
Reports | Report Scheduling | View |
Reports | Return Authorization Reports | View |
Reports | Sales Order Fulfillment Reports | View |
Reports | Sales Order Reports | View |
Reports | Sales Order Transaction Report | View |
Setup | Access Token Management | View |
Setup | Allow JS / HTML Uploads | Edit/Full |
Setup | Custom Body Fields | View |
Setup | Custom Column Fields | View |
Setup | Custom Entity Fields | View |
Setup | Custom Entry Forms | View |
Setup | Custom Fields | View |
Setup | Custom Item Fields | View |
Setup | Custom Lists | View |
Setup | Custom Record Types | View |
Setup | Custom Sublists | View |
Setup | Custom Subtabs | View |
Setup | Custom Transaction Fields | View |
Setup | Custom Transaction Forms | View |
Setup | Deleted Records | View |
Setup | Log in using Access Tokens | View |
Setup | Mobile Device Access | View |
Setup | Review Custom GL Plug-in Executions | View |
Setup | SuiteScript | Edit |
Setup | User Access Token | View |
Setup | Web Services | View |
Transactions | Access Payment Audit Log | View |
Transactions | Adjust Inventory | View |
Transactions | Bills | View |
Transactions | Build Assemblies | View |
Transactions | Build Work Orders | View |
Transactions | Close Work Orders | View |
Transactions | Copy Budgets | View |
Transactions | Count Inventory | View |
Transactions | Create Inventory Counts | View |
Transactions | Enter Completions | View |
Transactions | Find Transaction | View |
Transactions | Fulfill Orders | View |
Transactions | Invoice | View |
Transactions | Issue Components | View |
Transactions | Item Fulfillment | View |
Transactions | Item Receipt | View |
Transactions | Mark Work Orders Built | View |
Transactions | Mark Work Orders Firmed | View |
Transactions | Mark Work Orders Released | View |
Transactions | Purchase Order | Create |
Transactions | Receive Order | View |
Transactions | Receive Returns | View |
Transactions | Requisition | View |
Transactions | Requisition Approval | View |
Transactions | Return Auth. Approval | View |
Transactions | Return Authorization | View |
Transactions | Revalue Inventory Cost | View |
Transactions | Sales Order | Create |
Transactions | Transfer Inventory | View |
Transactions | Transfer Order | Create |
Transactions | Transfer Order Approval | View |
Transactions | Vendor Bill Approval | View |
Transactions | Vendor Return Authorization | View |
Transactions | View Gateway Asynchronous Notifications | View |
Transactions | View Payment Events | View |
Transactions | Work Order | Create |
Transactions | Work Order Close | View |
Transactions | Work Order Completion | View |
Transactions | Work Order Issue | View |