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NetSuite RESTlet Installation

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.