Documentation

Description

‍Oracle NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

The schema information shows all report types you can use to extract data from Oracle NetSuite.

Follow our setup guide to connect Oracle NetSuite to Improvado.

‍Step 1. Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

‍Step 2. Click on the Oracle NetSuite tile.

Step 3. To authorize your account, you need to fill in the required fields below following steps 3.1 - 3.9:

• Account Name
• Account ID
• Consumer Key
• Consumer Secret
• Token ID
• Token Secret

Step 3.1. Login into your Oracle NetSuite account.

‍Step 3.2. Go to Setup > Company > Company Information.

‍Step 3.3. Copy your Account ID (Realm) and Account Name.

‍Step 3.4. Enable features.

1. Go to Setup > Company > Enable Features.
2. Select SuiteCloud tab.
3. In SuiteScript section, enable checkboxes for ```CLIENT SUITESCRIPT``` and ```SERVER SUITESCRIPT```.
4. In Manage Authentication section, enable the checkbox ```TOKEN-BASED AUTHENTICATION```.
5. In SuiteTalk (Web Services) section, enable the checkbox ```REST WEB SERVISES```.
6. Save the changes.

Step 3.5. Create Integration (obtain Consumer Key and Consumer Secret).

1. Go to Setup > Integration > Manage Integrations > New.
2. Fill in the Name field (we recommend using ```improvado-rest-integration```).
3. Make sure the State is enabled.
4. Enable ```Token-Based Authentication``` checkbox in the Authentication section.
5. Save changes.
6. Copy Consumer Key and Consumer Secret that will be shown only once.

Step 3.6. Setup Role.

1. Go to Setup > Users/Roles > Manage Roles > New.
2. Fill in the Name field (we recommend using ```improvado-integration-role```).
3. In the Permissions tab, manually add all the dropdown entities with either ```full``` or ```view``` access level for the following required permissions to avoid sync issues in the future:

Important: Please edit these params again when you rename or customize any Object in Oracle NetSuite for ```improvado-integration-role``` to reflect such changes.

‍Step 3.7. Setup User.

1. Go to Setup > Users/Roles > Manage Users.
2. In ```Name``` column, click on the user’s name you want to give access to the ```improvado-integration-role```.
3. Click on Edit button under the user’s name.
4. Click on Access tab at the bottom of the page.
5. Select the ```improvado-integration-role``` role, which you created in step 3.6 from the drop-down list.
6. Save changes.

Step 3.8. Create Access Token for the role.

1. Go to Setup > Users/Roles > Access Tokens > New.
2. Select an Application Name.
3. In User section, select the user you assigned the ```improvado-integration-role``` in step 3.7.
4. In Role section, select the role you gave to the user in step 3.6.
5. Fill in Token Name with a descriptive name to the new Token (we recommend using ```improvado-rest-integration-token```).
6. Save changes.
7. Copy Token ID and Token Secret that will be shown only once.

Step 3.9. Enter copied values into the Improvado authorization form.

Also, you can find the additional information here: Oracle NetSuite Applications Suite - SuiteTalk REST Web Services API Guide.

‍Step 4. After completing the connection process, the Oracle NetSuite connection will appear in your Connected sources list.

‍Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 6. To extract data from the connected sources, check the instruction on how to set up data extraction.