NetSuite RESTlet Installation

Notes:

The NetSuite connector is currently in feature preview and as such documentation for this feature is still work in progress

Contact us to get on the waitlist

Prerequisites

Before starting the configuration, ensure the following:

• Full Administrator access is required for the target organization in NetSuite.
• Administrator access is needed in xpna for the workspace.
• The NetSuite RESTlet can be downloaded from xpna by navigating to Connections > Add New DataSource > Netsuite > Download RESTlet.

Six (6) key pieces of information are required to establish a connection with NetSuite:

• Realm (Account ID)
• Consumer Key
• Consumer Secret
• Access Token Key
• Access Token Secret
• Script Deployment External URL

Integration

Enable Integration Features

To enable the xpna integration with NetSuite, certain features must be activated:

• Go to Setup > Company > Enable Features.
• Under the SuiteCloud tab, ensure the following feature is enabled:
  • Token-Based Authentication

Get Account ID

To retrieve the account ID from NetSuite:

• Navigate to Setup > Company > Company Information.
• Copy the Account ID and save it for use in the connection as the Realm.

Create an Integration

Create a new integration in NetSuite:

• Navigate to Setup > Integration > Manage Integrations > New.
• Enter a name, e.g., xpnaConnect.
• Set the State to Enabled.
• Ensure Token-Based Authentication is checked.
• Uncheck TBA: Authorization Flow.
• Uncheck Authorization Code Grant in the OAuth 2.0 section.
• Click Save.

Upon saving, the consumer/client credentials (i.e., Consumer Key and Consumer Secret) will be displayed. These credentials are necessary for the connection.

Note:

These credentials are displayed only once. Navigating away from the page will result in their loss.

User

Create a Role

To create a role for the xpna integration:

• Navigate to Setup > Users/Roles > Manage Roles > New.
• Assign a name, e.g., xpnaConnect.
• Set Accessible Subsidiaries to All.
• Set Two-Factor Authentication Required to Not Required.
• In the Transactions tab, set permissions to View.
• In the Permissions tab, set the following to Full:
  • Access Token Management
  • Login using Access Tokens
  • User Access Token

Create a User

To create a user and assign the role created above:

• Go to Lists > Employees > Employees > New.
• Enter a name, e.g., xpnaConnect, and complete the required fields.
• Click the Access tab.
• Check the Give Access box.
• Assign the role created earlier.

Create Credentials

• Navigate to Setup > User/Roles > Access Tokens > New.
• Select the application for the integration created earlier.
• Select the user and role created previously.
• Enter a name, e.g., xpnaConnect.

The access token credentials (Access Token Key and Access Token Secret) will be displayed. These credentials are required for the connection.

Note:

These credentials are displayed only once. Navigating away from the page will result in their loss.

RESTlet Deployment

Upload the xpna RESTlet

To upload the RESTlet script:

• Navigate to Customization > Scripting > New.
• Click the + icon next to Script File.
  • Set Attach From to Computer.
  • Set File Name to xpnaConnect.js.
  • Set Folder to SuiteScripts.
  • Choose the file downloaded from xpna.
  • Click Save.
• Ensure the file is selected in the Script File dropdown.
• Click Create Script Record.
• Set the name to xpnaConnect.js.
• Set the script ID to xpnaConnect.
• Click Save.

Deploy the xpna RESTlet

To deploy the RESTlet:

• In the Scripts tab:
  • Enable only POST FUNCTION.
• Click Deploy Script.
• Set Status to Released.
• Set Log Level to Error or Debug.
• In the Audience tab:
  • Select ROLES and choose the role created earlier.
• Click Save.

Copy the External URL, as it is used in the connection as the Endpoint URL.

Note:

If the script is re-deployed, the external URL will have an updated deploy=<#> value that must be updated in the connection.