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NetSuite

Overview

NetSuite is a cloud-based business management software that helps manage customer relations, banking finances and company operations.

This data source is only available for accounts on the Professional plan. If you would like to upgrade your plan, talk to your Grow account manager or visit your account's billing page.

How to Connect

⚠️ NOTE: The authentication process to connect to NetSuite has changed as of May 23, 2019, so you will want to pay close attention to this updated help article.

If you need to reconnect an existing NetSuite connection, go to your data sources page in Grow, find your NetSuite connection and click the Reconnect icon at the right (the arrow) and enter in the new information outlined below. This will ensure that your existing NetSuite metrics will refresh after reconnecting.

Any saved searches that you will use in Grow must be set to "Public" or you will get an error.

In order to get the required account tokens and keys to connect to Grow, you need to use an admin NetSuite user or one with sufficient permissions (specified in Step 2 below).

To streamline the connection process, you can have the Grow/NetSuite authorization window open (Step 7) so you can cut and paste the values into the fields as you gather them.

1. Account Settings

Token-Based Authentication must first be enabled in the account.

  1. Go to Setup > Company > Enable Features > SuiteCloud
    • Client SuiteScript
    • Server SuiteScript
    1. Enable the following features in the “SuiteScript” section:
    2. Scroll to the “Manage Authentication” section and enable “Token-based Authentication”
  2. Click “Save” on this configuration page.

netsuite-account-settings-1.gif

2. User Roles

  1. Go to Setup > Users/Roles > Manage Roles and find the role of the user you are using to connect to Grow.
  2. Under Permissions > Transactions, make sure that “Find Transaction” has the “View” access level.
  3. Under Permissions > Lists, make sure that the following permissions are added.
    • Documents and Files (use the "Full" access level)
    • Persist Search (the only access level is "Create")
  4. Under Permissions > Setup, make sure that the following permissions have the “Full” access level:
    • Access Token Management
    • Log in using Access Tokens
    • User Access Tokens

The easiest way to know you have sufficient privileges is to use a user with an Administrator role to connect to Grow.

netsuite-user-roles-2.gif

3. Get the Consumer Key and Secret

  1. Go to Setup > Integration > Manage Integrations > New
  2. Enter a name and check the “Token-based Authentication” checkbox
  3. Click “Save” and then you will be given a Consumer key / Consumer secret. This will create an integration record that you will use in the next step.

NOTE: This is the only time you will be able to see the Consumer Key/Secret, so be sure to save them in a secure place to enter into Grow in a later step.

netsuite-consumer-key-3.gif

4. Create an Access token

  1. Click the ‘Manage Access Tokens’ link at the bottom left of the home dashboard under “Settings.”
  2. Click on “New My Access Token” and then select the application name you created in Step 3.
  3. You will be given a Token ID and Token Secret to use in Grow.

NOTE: This is the only time you will be able to see the Token ID/Secret, so be sure to save them in a secure place to enter into Grow in a later step.

netsuite-access-token-4.gif

5. Get Your NetSuite Account ID Number

  1. Go to Setup > Integration > Web Services Preferences to see your account ID number.

netsuite-account-id-5.gif

6. Add the script

  1. Download this JavaScript file to your computer. After it is downloaded, make sure that the file has the .js extension at the end of the file name.
  2. In NetSuite, go to Customization > Scripting > Scripts > New in your NetSuite account and click on the gray plus button that appears next to the box labeled “Script File.”
  3. A window will pop up where you can choose to upload a file from your computer. Select the script file you just downloaded from Grow and click “Save.” (Leave the file name field blank.)
    NOTE: When you upload the JS script, make sure it has .js at the end of the file name. If it does not have that extension after selecting the file, you can type that in here:
    upload-js-file.png
  4. Click “Create Script Record”
  5. Name the script (it doesn’t have to be anything specific), and press “Save”.
  6. On the next page, click “Deploy Script”.
  7. On the next “Script Deployment” screen, make sure that the “Status” is set as “Released,” and under “Audience” select all roles. (You could also select just the specific role that you are using for the Grow NetSuite credentials.)
  8. Press Save.
  9. In the next screen, copy the URL (not the external URL) and store it to use in Grow.
    The URL will look like this: /app/site/hosting/restlet.nl?script=xxx&deploy=x

netsuite-add-script-6.gif

7. Create the Auth in Grow

  1. In Grow, visit your data sources settings page and click “Connect Data Sources”
  2. Search for “NetSuite” in the list and click “Connect”
  3. In the pop-up window, enter the following:
    1. Give the connection a name
    2. The “Consumer key” and “Consumer secret” created in Step 3
    3. The “Token key” and “Token secret” created in Step 4
    4. The NetSuite account ID number found in Step 5
    5. The URL created in Step 6
  4. Click “Connect” to complete the authorization.

netsuite-connection-modal.jpg

Endpoints

Below is a list of the endpoints that the NetSuite/Grow integration offers, along with a short description of each.

  • Saved Search Export - (Transaction): Provides details such as date/period, name, account information, amount charged about transactions on generic NetSuite saved searches
  • Saved Search Export - (Customer): Provides details such as name, account information, and contact information about customers on generic NetSuite saved searches
  • Saved Search Export: Provides details from your custom saved searches.

FAQs + Tips and Tricks 

NetSuite DOES NOT Require a Separate User Anymore

A previous version of our NetSuite integration required you to create a NetSuite user to be used only with your Grow account. Now you can use an admin or another user with sufficient permissions to create the API keys and tokens needed to connect.

With the latest update, you will need to re-authorize your NetSuite connection. Follow the steps above to gather the tokens you need, and then find the existing NetSuite connection in your list of connected data sources to re-auth.

Differences Between the Three Report Types

When you select the endpoints Saved Search Export - (Transaction) and Saved Search Export - (Customer), another field will open up with a list of saved searches that you created from a NetSuite template. On the other hand, the endpoint Saved Search Export will let you connect to a custom search you have created in NetSuite.

Custom Saved Searches

Using NetSuite's custom Saved Searches is the easiest way to call your NetSuite reports in Grow. In to your NetSuite account find the Saved Search that you want to pull and copy the ID for the search. Sign into Grow and navigate into the NetSuite connection. From the Select NetSuite Report dropdown, choose Saved Search Export. In the field labeled "Enter in your saved search id," go ahead and paste the Saved Search ID.

Saved searches must be set to "Public" to be able to work in Grow. Any saved searched set to "Shared" or "Private" will return an error.

Data is Not Matching

If the data isn't returning correctly in Grow, you can have your NetSuite admin go to the saved search and click on the "Results" tab. From there, check the "Run Unrestricted" box. If this doesn't solve the issue, you can contact support for more help.

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