NetSuite Setup Guide: Credential Info

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

In this article

• Credential Information
• Create a NetSuite User Role
  
  • Prerequisites
  • Role Creation
  • Add Permissions: Transactions
  • Add Permissions: Lists
  • Add Permissions: Setup

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).
   • Video demo
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.
   • Video demo
3. Consumer Secret: input the Consumer Secret from the previous step into Pipe17.
   • Video demo
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:

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:

Add Permissions: Reports

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

Add Permissions: Lists

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

Add Permissions: Setup

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

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