NetSuite Setup Guide: Credential Info

Overview: During the connector setup process, credential information is required to connect to NetSuite.

 

In this article

Credential Information

Log in to Pipe17, go to the Integrations tab > Add Integration. Determine the NetSuite connector you will need - "NetSuite ERP" is used when you will be pushing orders from a selling channel into NetSuite, while "NetSuite e-commerce" is used when you will be pulling orders from NetSuite to be sent to a fulfillment channel.

 

Follow the steps (also shown in the help icons within the connector) to gather credential information.

  1. Account: find this by logging into NetSuite. Using an administrator role, go to Setup > Company and look for the "Account ID" field on this page. Input this number into the Account field in Pipe17. Keep in mind that, when using a sandbox environment, the value needs to be in all caps and an underscore is needed, not a hyphen (i.e. 6275713_SB1).
  2. Consumer Key: find this by logging into NetSuite. Using an administrator role, go to Setup > Manage Integrations. Create a new integration labeled "Pipe17 Integration". Remove check boxes except make sure to check "Token-Based Authentication" and "TBA: Issuetoken Endpoint". Save and copy value for Consumer Key and Consumer Secret (used in next field). Input the Consumer Key into Pipe17.
  3. Consumer Secret: input the Consumer Secret from the previous step into Pipe17.
  4. Token Key & Token Secret: follow the detailed steps in the next section to create a user role in NetSuite with the necessary permissions to allow data to flow between NetSuite and Pipe17. Once the role is created, follow the bullets below to complete the creation of the token key and secret:
    • Create an Employee record for "Pipe17 Ops". If not done already, use the email address "ops+<YOURBUSINESSNAME>@pipe17.com". Add the new user role you created to the Employee record under the "Access" section. (If an employee record was already created for Pipe17, add the role to the existing Employee record.)

    • Go to Setup > Users/Roles > Access Tokens > New. Create new token labeled "Pipe17Integration" and select the Pipe17 user and role. Save and copy the values for "Token ID" and "Token Secret" and paste into Pipe17.

    • Video demo

This should be the end result:

 

Create a NetSuite User Role for Pipe17

Prerequisites

Make sure web-services prerequisites are enabled:

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Role Creation

  1. Navigate to Setup > Users/Roles > New
  2. Label the Role "Pipe17 Role"
  3. If applicable, select the option to allow access to all subsidiaries

Add Permissions: Transactions

Under the "Permissions>Transactions" tab, select the below permissions with FULL level access:

Adjust Inventory

Bill
Calculate Time

Cardholder Authentication

Cash Sale

Cash Sale Refund

Count Inventory

Credit Memo

Currency Revaluation

Customer Deposit

Customer Payment

Customer Refund

Deposit

Deposit Application

Find Transaction

Fulfill Orders

Invoice

Invoice Sales Orders

Item Fulfillment

Item Receipt

Journal Approval

Make Journal Entry

Purchase Order

Return Auth. Approval

Return Authorization

Sales Order

Sales Order Approval

Transfer Order

 

Add Permissions: Reports

Under the "Permissions>Reports" tab, select the below permissions with FULL level access:

SuiteAnalytics Workbook

Inventory(View)

 

Add Permissions: Lists

Under the "Permissions>Lists" tab, select the below permissions with FULL level access:

Accounts
Contacts
Currency

Custom Record Entries

Departments

Documents and Files

Inventory Cost Template

Item Collection

Items

Locations

Sales channels

Shipping Items

Perform Search

Subsidiaries

Vendors

Tax Records

Customer Profile
Customer
Custom Record Entries

 

Add Permissions: Setup

Under the "Permissions>Setup" tab, select the below permissions with FULL level access:

Access Token Management

Accounting Lists 

Control SuiteScript and Woekflow Trigger in Web Services Request

Auto-Generated Numbers

Custom Body Fields

CustomColumn Fields

Custom Entry Forms 

Custom Entity Fields 

Custom Fields

Custom Item Fields

Custom Item Number Fields

Custom Lists

Custom Record Types

Custom Segments

Custom Transaction Fields

Integration Application

Other Custom Fields 

Custom Transaction Forms

Log in using Access Tokens

REST Web Services

Sales Force Automation Setup

SOAP Web Services

Set Up SOAP Web Services 

Set Up Company

User Access Tokens

View SOAP Web Services Logs

 

Sandbox refresh - What to do?

If the connection you are currently working with is set up in a sandbox environment, chances are that the account will run into a sandbox refresh, most likely due to go-live readiness. You need to follow simple steps to restore your sandbox connection. 

  1. Go to your Pipe17 NetSuite connection and erase the following values in the connection tab:
    • Consumer Key
    • Consumer secret
    • Token key
    • Token secret
  2. Validate the role used on the first connection still exists and holds all the required permissions as seen in this chapter.
    • If the role is there, reuse it.
    • If not there, create it as indicated.
  3. Follow the steps in Credentials info - step 2 to 4

 

 

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