NetSuite CRM Authenticate an Element

You can authenticate with Oracle to create your own instance of the NetSuite CRM element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the Oracle platform.

Due to changes to upcoming NetSuite requirements, we recommend using custom authentication to ensure proper functionality.

Authenticate Through the UI

Use the UI to authenticate with Oracle and create an element instance as described in Authenticate an Element Instance (UI). In addition to the base authentication parameters, you will need the credentials that you identified in API Provider Setup.

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.

Authenticate Through API

Authenticating through API is similar to authenticating via the UI. Instead of clicking and typing through a series of buttons, text boxes, and menus, you will instead send API calls to our /instances endpoint. The end result is the same, though: an authenticated element instance with a token and id for future API calls.

If you are configuring events, see the Events section.

To create an element instance:

  1. Construct a JSON body based on your authentication type, either Basic or Custom. See Parameters for detailed descriptions.

    Basic Authentication

    {
      "element": {
        "key": "netsuitecrmv2"
      },
      "configuration": {
        "netsuite.sandbox": false,
        "netsuite.accountId": "my_account_id",
        "netsuite.single.session": true,
        "netsuite.single.session.key": "my_unique_key",
        "authentication.type": "Basic",
        "user.username": "my@somewhere.com",
        "user.password": "my_secret_password",
        "netsuite.appId": "my_app_id",
        "event.notification.enabled": false
      },
      "tags": [
        "<Add_Your_Tag>"
      ],
      "name": "<INSTANCE_NAME>"
    }
    

    Custom Authentication

     {
       "element": {
         "key": "netsuitecrmv2"
       },
       "configuration": {
          "netsuite.sandbox": false,
          "netsuite.accountId": "my_account_id",
          "netsuite.single.session": true,
          "netsuite.single.session.key": "my_unique_key",
          "authentication.type": "custom",
          "consumer_key": "consumer_key_1234567",
          "consumer_secret": "secret_1234567",
          "token_id": "token_1234",
          "token_secret": "token_secret_1234",
          "filter.response.nulls": true,
          "event.notification.enabled": false
       },
       "tags": [
         "<Add_Your_Tag>"
       ],
       "name": "<INSTANCE_NAME>"
     }
    
  2. Call the following, including the JSON body you constructed in the previous step:

    Note: Make sure that you include your User and Organization keys in the header. For more information, see Authorization Headers, Organization Secret, and User Secret.
  3. Locate the token and id in the response and save them for all future requests using the element instance.

Example cURL

Basic Authentication

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
  "element": {
    "key": "netsuitecrmv2"
  },
  "configuration": {
    "netsuite.sandbox": false,
    "netsuite.accountId": "my_account_id",
    "netsuite.single.session": true,
    "netsuite.single.session.key": "my_unique_key",
    "authentication.type": "Basic",
    "user.username": "my@somewhere.com",
    "user.password": "my_secret_password",
    "netsuite.appId": "my_app_id",
    "event.notification.enabled": false
  },
  "tags": [
    "Accounting"
  ],
  "name": "NetSuite Instance 1"
}'

Custom Authentication

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
  "element": {
    "key": "netsuitecrmv2"
  },
  "configuration": {
    "netsuite.sandbox": false,
    "netsuite.accountId": "my_account_id",
    "netsuite.single.session": true,
    "netsuite.single.session.key": "my_unique_key",
    "authentication.type": "custom",
    "consumer_key": "consumer_key_1234567",
    "consumer_secret": "secret_1234567",
    "token_id": "token_1234",
    "token_secret": "token_secret_1234",
    "filter.response.nulls": true,
    "event.notification.enabled": false
  },
  "tags": [
    "Accounting"
  ],
  "name": "NetSuite Instance 1"
}'

Parameters

See NetSuite CRM API Provider Setup for directions on how to obtain authentication parameters.

Note: Event related parameters are described in Events.
ParameterDescriptionData TypeRequired
'key'The element key.
netsuitecrmv2
stringY
Name
name
The name for the element instance created during authentication.BodyY
Connect TO Sandbox
netsuite.sandbox
Whether to use a NetSuite sandboxbooleanY
Account ID
netsuite.accountId
The NetSuite account ID. See NetSuite CRM API Provider Setup for directions on how to retrieve.stringY
Enforce Single Session
netsuite.single.session
whether to use single session to limit API requests to this accountbooleanN
Specify Single Session Lock Key
netsuite.single.session.key
the unique key for this single session (only applicable if single session = true)Y if enforcing
Authentication Type
authentication.type
the authentication type, which must be either basic or customstringY
Email
user.username
the email of a NetSuite authenticated user (only applicable for Basic authentication)stringY if Basic Authentication
User Password
user.password
the password of a NetSuite authenticated user (only applicable for Basic authentication)stringY if Basic Authentication
App ID netsuite.appIdThe App ID of a NetSuite integration (only applicable for Basic authentication).
Complete these steps to find the App ID for your integration:
  1. Log into Netsuite.
  2. Navigate to Setup.
  3. Click Integrations.
  4. Click Manage Integrations, and then click New.
  5. On the New Integration page, name your application instance. Ensure that "Token Based Authentication" is unchecked and that "User Authentication" is checked.
  6. Click Save.

Your Application ID is then generated.

stringY if Basic Authentication
Consumer Key
consumer_key
For Custom authentication, the consumer key of a token-based NetSuite integration.stringY if Token Based Authentication
Consumer Secret
consumer_secret
For Custom authentication, the consumer secret of a token-based NetSuite integration.stringY if Token Based Authentication
Access Token ID
token_id
For Custom authentication, the token ID of a token-based NetSuite integration. stringY if Token Based Authentication
Access Token Secret
token_secret
For Custom authentication, the token secret of a token-based NetSuite integration.stringY if Token Based Authentication
Filter null values from the response
filter.response.nulls
whether or not to filter out null values from the responsebooleanN

Example Response

In this example, the authenticated element instance ID is 12345 and token starts with ABC/D.... Your values will be different. Make sure that you save the id and token for future requests.

{
    "id": 12345,
    "name": "NetSuite Instance 1",
    "token": "ABC/D/efgHIJK1234lmnopQRS+1tuVWx+yz98765",
    "element": {
        "id": 988,
        "name": "NetSuite Instance 1",
        "key": "netsuitecrmv2",
        "description": "NetSuite CRM.",
        "active": true,
        "deleted": false,
        "typeOauth": true,
        "trialAccount": false,
        "configDescription": "NetSuite CRM",
        "signupURL": ""
    },
    "provisionInteractions": [],
    "valid": true,
    "eventsEnabled": true,
    "disabled": false,
    "maxCacheSize": 0,
    "cacheTimeToLive": 0,
    "cachingEnabled": false
}