Overview: During the connector setup process, credential information is required to connect to NetSuite.
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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.
- 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.
- 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 Enpoint". Save and copy value for Consumer Key and Consumer Secret (used in next field). Input the Consumer Key into Pipe17.
- Consumer Secret: input the Consumer Secret from the previous step into Pipe17.
- 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:
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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.)
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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
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Create a NetSuite User Role for Pipe17
Prerequisites
Make sure web-services prerequisites are enabled:
Role Creation
- Navigate to Setup > Users/Roles > New
- Label the Role "Pipe17 Role"
- 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 |
Cardholder Authentication |
Cash Sale |
Credit Memo |
Customer Deposit |
Customer Payment |
Customer Refund |
Deposit |
Deposit Application |
Find Transaction |
Fulfill Orders |
Invoice |
Invoice Sales Orders |
Item Fulfillment |
Purchase Order |
Return Auth. Approval |
Return Authorization |
Sales Order |
Sales Order Approval |
Transfer Order |
Add Permissions: Lists
Under the "Permissions>Lists" tab, select the below permissions with FULL level access:
Accounts |
Contacts |
Customers |
Departments |
Inventory Cost Template |
Items |
Inbound Shipment (if applicable) |
Locations |
Perform Search |
Subsidiaries |
Vendors |
Tax Records |
Add Permissions: Setup
Under the "Permissions>Setup" tab, select the below permissions with FULL level access:
Auto-Generated Numbers |
Custom Body Fields |
Custom Fields |
Custom Item Fields |
Custom Lists |
Custom Record Types |
Log in using Access Tokens |
REST Web Services |
SOAP Web Services |
Set Up Company |
User Access Tokens |
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