Netsuite

Details on adding Netsuite credentials.

About this task

Before you configure the Netsuite Connector in HighCohesion, there are several prerequisites that need to be completed in Netsuite in order to prepare your account for integration.

Let's take a look at the configuration in NetSuite:

• Install the HighCohesion Netsuite Bundle from the Netsutie marketplace.

• If not already assigned, assign your NetSuite integration user account the Highcohesion Integration role. You must have a dedicated NetSuite integration user (employee) account that has a full access role in order to connect with Highcohesion.

• Set the time zone for the integration user account to ???. If you cannot set this preference, it is because the Company General Preferences are blocking it. To remove this restriction, go to Setup > Organisation > General Preferences and then make sure that Time Zone is checked under the Overriding Preferences section.

• Make sure the following NetSuite SuiteCloud features are enabled: Client SuiteScript, Server SuiteScript, SuiteScript Server Pages, SuiteTalk Web Services, SuiteSignOn, and Token-Based Authentication.

After NetSuite is properly set up and the NetSuite Connector is configured in HighCohesion, you will need to edit the NetSuite Connector settings before data exchanges will occur. If you plan to integrate SuiteCommerce Advanced with HighCohesion apps, you will need to complete additional configuration steps in NetSuite after the NetSuite Connector has been configured. See Configure NetSuite App Integrations for the full details about SuiteCommerce Advanced and HighCohesion app integration.

Procedure

1. Complete all of the NetSuite configuration prerequisites listed above.

2. Go to Settings > Integrations > Connector.

3. Click Add Connection.

4. Click NetSuite.

5. Enter the account ID for your NetSuite account in the Account ID box.

   To find the Account ID in Netsuite, go to Setup > Integration > Web Services Preferences.

6. Enter the NetSuite account username in the Username box.

   This is the NetSuite login username for the dedicated NetSuite integration user account that you set up for the connector.

7. Enter the NetSuite account password in the Password box.

   This is the NetSuite login password for the dedicated NetSuite integration user account that you set up for the connector.

8. Enter the Token ID

   You need to create a new token in NetSuite using NetSuite's two-factor authentication. To create a token:

   1. In NetSuite, go to Setup > Users and Roles > Access Tokens > New.

   2. For Application Name, select Internal NS Application HIGHCOHESION

   3. Find the user you want to use.

   4. Under Role, select HighCohesion Integration.

   5. Click Save.

      You will see the Token ID and the Token Secret. They will only be shown one time so be sure to save this information.

9. Enter the Token Secret. Two-factor authentication will be complete after you enter your Token ID and Token Secret in HighCohesion.

10. Select the type of NetSuite account from the Instance Type list:

    This should reflect whether you NetSuite account is a Production or Sandbox account. If you're not sure, you probably have a production account. See NetSuite's Sandbox help topic for more information about Sandbox accounts.

11. Click Login.

    The connector uses the provided credentials to establish the connection between HighCohesion and NetSuite and you are returned to HighCohesion Connectors page. You should see the NetSuite Connector you just configured in the list of connectors on this page.

12. Continue to the appropriate configuration topics to enable data exchange:

    • Click here to learn how to set up contact data exchanges

    • Click here to learn how to set up order data imports

    • Click here to learn how to set up app integrations