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 for all types.
• In the Lists tab, set the following permissions to View:
  • Accounts
  • Classes
  • Departments
  • Locations
  • Subsidiaries
• In the Setup tab, set the following permissions:
  • Access Token Management : Full
  • Company Information : Full
  • Login using Access Tokens : Full
  • Manage Accounting Periods : View
  • Set Up Company (if available) : View
  • User Access Token : Full

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.