NetSuite Data Source Configuration

NetSuite Data Source Configuration

When connecting your NetSuite implementation to the Arkieva Small Business application there are several things that need to be done before data can flow between the two services.
Before you begin, make sure you have administrative access to your NetSuite portal. In addition, you must have a valid single license to use to create the service account (user account) that will be assigned the appropriate permissions to access the data. 

Enable Company Features

1. In Oracle NetSuite. Go to: Setup > Company > Enable Features

2. Go to the SuiteCloud tab, and check the following: 
  1. Rest Web Services 
  2. Token-Based Authentication 
  3. SuiteCloud Development Framework


3. Go to the Items & Inventory tab, and check the following: 
  1. Advanced Bill of Materials (If this is not checked the BOM tables will not be imported. This is not required for a successful import).
  2. Matrix Items
  3. Multiple Vendors
  4. Advanced Item Location Configuration
  5. Inventory
  6. Multi-Location Inventory
  7. Assembly Items
  8. Work Orders





Create the Service Account

Ensure that a user has been created specifically for use with the integration record and role. This will be a new employee within the NetSuite system.

4. Create a new employee in the NetSuite account. Go to: Lists > Employees > New


5. Fill out the primary, contact, and classification information in the sections. Remember this will have to be a user within the system and will take up a seat against the license. Give the user access to the Administrator role. Please use an email of a user created as an account within the NetSuite. The one used in this screenshot Arkieva.netsuite@gmail.com was for an internal test.




For more help creating a new user, please see NetSuite's documentation here.

Create and Assign the Integration Role




6. Name the role ‘Arkieva SaaS application’ and select the ‘Classic Center’ from the center type drop down.

7. Add the following permissions to the role: 
  1. Transactions > Access Payment Audit Log > Full 
  2. Transactions > Build Assemblies > View 
  3. Transactions > Find Transaction > View 
  4. Transactions > Item Fulfillment > View 
  5. Transactions > Item Receipt > View 
  6. Transactions > Purchase Order > View 
  7. Transactions > Sales Order > Full 
  8. Transactions > Transfer Order > View 
  9. Transactions > Work Order > View 
  10. Reports > SuiteAnalytics Workbook > Edit 
  11. Lists > Accounts > View 
  12. Lists > Bill Of Materials Inquiry > View 
  13. Lists > Bill of Materials > View 
  14. Lists > Classes > View 
  15. Lists > Companies > View 
  16. Lists > Company Feature Setup > View 
  17. Lists > Contacts > View 
  18. Lists > Currency > View 
  19. Lists > Custom Record Entries > Full 
  20. Lists > Customer Profile > View 
  21. Lists > Customers > View 
  22. Lists > Departments > Full 
  23. Lists > Documents and Files > Full 
  24. Lists > Email Template > Full 
  25. Lists > Employee Record > View 
  26. Lists > Employees > View 
  27. Lists > Item Collection > View 
  28. Lists > Items > View 
  29. Lists > Locations > View 
  30. Lists > Marketing Template > Full 
  31. Lists > Other Names > View 
  32. Lists > PDF Template > Full 
  33. Lists > Perform Search > Full 
  34. Lists > Publish Search > Full 
  35. Lists > Subsidiaries > Full 
  36. Lists > Tax Records > View 
  37. Lists > Units > View 
  38. Lists > Vendors > View 
  39. Lists > Website (External) publisher > Full 
  40. Lists > Work Calendar > Full 
  41. Setup > Access Token Management > Full 
  42. Setup > Accounting Lists > Full 
  43. Setup > Accounting Management > Full 
  44. Setup > Accounting Preferences > Full 
  45. Setup > Advanced PDF/HTML Templates > Full 
  46. Setup > Allow JS / HTML Uploads > Full 
  47. Setup > Bulk Manage Roles > Full 
  48. Setup > CRM Lists > Full 
  49. Setup > Company Information > Full 
  50. Setup > Custom Address Form > Full 
  51. Setup > Custom Body Fields > Full 
  52. Setup > Custom Center Categories > Full 
  53. Setup > Custom Center Link > Full 
  54. Setup > Custom Center Tabs > Full 
  55. Setup > Custom Centers > Full 
  56. Setup > Custom Column Fields > Full 
  57. Setup > Custom Entity Fields > Full 
  58. Setup > Custom Entry Forms > Full 
  59. Setup > Custom Event Fields > Full 
  60. Setup > Custom Fields > Full 
  61. Setup > Custom Item Fields > Full 
  62. Setup > Custom Item Number Fields > Full 
  63. Setup > Custom Lists > Full 
  64. Setup > Custom PDF Layouts > Full 
  65. Setup > Custom Record Types > Full 
  66. Setup > Custom Sublist > Full 
  67. Setup > Custom Sublists > Full 
  68. Setup > Custom Subtabs > Full 
  69. Setup > Custom Transaction Fields > Full 
  70. Setup > Custom Transaction Forms > Full 
  71. Setup > Enable Features > Full 
  72. Setup > Import CSV File > Full 
  73. Setup > KPI Scorecards > Full 
  74. Setup > Log in using Access Tokens > Full 
  75. Setup > Manage Accounting Periods > Full 
  76. Setup > Other Custom Fields > Full 
  77. Setup > Publish Dashboards > Full 
  78. Setup > REST Web Services > Full 
  79. Setup > SOAP Web Services > Full 
  80. Setup > Set Up CSV Preferences > Full 
  81. Setup > Set Up Web Site > Full 
  82. Setup > SuiteApp Deployment > Full 
  83. Setup > SuiteApp Marketplace > Full 
  84. Setup > SuiteScript > Full 
  85. Setup > SuiteScript Scheduling > Full 
  86. Setup > User Access Tokens > Full 
  87. Setup > Vicarious emails > Full 
  88. Setup > Workflow > Full

8. Assign the Arkieva SaaS application role to the user that was created in Create the Service Account section. Select the user and click the edit link. In the user form, select the ‘Access’ tab and then the ‘Roles’ sub tab. Select the role ‘Arkieva Small Business Integration’ to assign to the user. 





Create the Integration Record

9. Go to Setup > Integrations > Manage Integrations



10. Enter ‘Arkieva SaaS application’ for the name. 

11. Set State as ‘Enabled’. 

12. Under Authentication, check ‘Token-Based Authentication’.

13. Uncheck ‘TBA: Authorization Flow’ and ‘Authorization Code Grant’.

14. Click the ‘Save’ button and copy the client id (consumer key) and client secret (consumer secret) at the bottom of the page. You will need this later.




Create the Access Token

15. Go to: Setup > Users/Roles > Access Tokens > New

16. Select the application name ‘Arkieva SaaS application’ and the role ‘Arkieva SaaS application’. Click the ‘Save’ button. Copy the token ID and token secret from the bottom of the page. You will need this later. 



Find Your Domain & URL 

17. When you log into the NetSuite portal take note of the URL in the browser. You should see something like the following:



18. In the URL section, the text before ‘.app.netsuite.com’ is your domain. In the example above it would be TSTDRV1940662.

19. The URL that is needed for configuration will include that domain. In this case, the URL would be ‘https://tstdrv1940662.suitetalk.api.netsuite.com/services/rest’.

20. If you are unsure of the company URL, you can find it on the company information page. Go to Setup > Company > Company Information



21. You can find the URL on the ‘Company URLs’ tab at the bottom
Please note that the URL needed for the Arkieva SaaS application includes the company URL followed by ‘/services/rest’:
Example: https://place_your_company_URL_goes_here.suitetalk.api.netsuite.com/services/rest




Gather the Credentials and Set Up the Connection

22. At this point you will have all the credentials you need to properly set up your NetSuite data source in the Arkieva SaaS application. These are as follows:
  1. Consumer Key – from Step 4f 
  2. Consumer Secret – from Step 4f 
  3. Access Token Id – from Step 5b 
  4. Access Token Secret – from Step 5b 
  5. Account or Domain (also called Auth Realm) – from Step 6a 
  6. Company URL – from in Step 6c 
23. Select 'ERP Service' from the ‘Select a Data Source’ menu in Arkieva SaaS application.


24. Add a description for your ERP of the data source. This can be anything you like. 

25. Select ‘netsuite’ for the ERP provider. 

26. For the Base URL, paste in the Company URL from Step 7c.

27. For the Time Horizon settings,
  1. Select the 'Start Importing Data From' date. This is should not exceed more than three years.
  2. Select the 'Planning Period Start Date'.
  3. Check 'ERP is active'. 
28. Click 'Continue' to go to the next screen



29. On this screen, enter the:
  1. Consumer Key – from Step 4f 
  2. Consumer Secret – from Step 4f 
  3. Access Token Id – from Step 5b 
  4. Access Token Secret – from Step 5b 
  5. Account or Domain (also called Auth Realm) – from Step 6a
30. Select the HMAC-SHA256 algorithm from the drop down and click ‘Continue’ to go to the next screen.


31. Schedule the frequency in which data will be imported from the ERP. When finished, click ‘Begin Import’ to begin the import.
​


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