To set up a new application in NetSuite ERP, you must have Administrator integration privileges. Contact your system administrator if you do not have those privileges.
To authenticate an element instance with NetSuite ERP, you must know your Account ID and use one of two authentication methods:
Get NetSuite Account Id
To locate your Account ID:
- Via a web browser, log in to your NetSuite account:
- Sandbox: https://system.sandbox.netsuite.com/pages/login.jsp
- Production: http://netsuite.com/login
- In the menu, click Setup, Integration, then Webservice Preferences.
- Copy the ACCOUNT ID.
Cloud Elements supports NetSuite Token Based Authentication with a Custom authentication type. Review the detailed information at NetSuite Token Based Authentication documentation.
To set up Custom Authentication:
- Navigate to Setup > Company > Enable Features > Suite Cloud > Manage Authentication and enable Token-Based Authentication.
- Create a new custom Role to the Token Based Authentication user by navigating to Setup > Users/Roles > Manage Roles > New.
On the Permissions tab, configure the access to Transactions, Lists, and Custom Records that you want to allow through the Cloud Elements integration.Tip: Cloud Elements recommends that you add Web Services and User Access Tokens at a minimum.
Assign the Role that you created earlier to the desired user by navigating to Setup > Users/Roles > Edit User > Access tab.
Create a new Integration record for Cloud Elements. Go to Setup > Integration > Manage Integrations > New.
Enable State and Token Based Authentication. On the confirmation screen, note the following that you will need to authenticate an element instance:
- Application ID
- Consumer Key
- Consumer Secret
Create a new Access Token. Go to Setup > Users/Roles > Access Tokens > New. Select the Integration Record, User, and Role created or referenced in the previous steps.
- On the confirmation screen, note the Token ID and Token Secret.
Basic Authentication requires four fields: Email of an authenticated user, Password for the same user, Account Id, and an Application Id.
To prepare for basic authentication:
- Copy the Netsuite Account ID from the steps under the [Get NetSuite Account Id]).
- Create a new Integration record for Cloud Elements. Go to Setup > Integration > Manage Integrations > New.
- Enable State and Token-Based Authentication.
- On the confirmation screen, note the Application ID.