To set up the integration of Precoro with NetSuite you have to first get your company credentials from NetSuite and save these credentials on your integration page at Precoro. 

  • Suitetalk (SOAP AND REST WEB SERVICES) URL
  • Consumer Key 
  • Consumer Secret
  • Token ID 
  • Token Secret


Please note that any integration between NetSuite and Precoro depends on your NetSuite process. 

Here are some key points that affect integration:

  • Purchase Order / Bill form. Every required field in your NetSuite form should exist in Precoro at the same level (document or item/product); If you have duplicated fields in NetSuite and both are required, then you have to set up the same in Precoro;
  • If your Purchase Order / Bill items require you to select catalog items from NetSuite, then you have to use an integrated product catalog in Precoro without any 'Empty rows' (free text items) in documents;
  • You can integrate only one company in Precoro with one subsidiary in NetSuite. If you have multiple subsidiaries in NetSuite and you want to integrate them, you have to create respective companies in Precoro with the same currencies;


Here is what you need to do in NetSuite*:

* Only people with admin roles in NetSuite can perform these actions.

1. Retrieve Account ID 

  • To find out your account ID: Click Setup --> Click Integration --> Click Web Services Preferences

Your Account ID will be listed under Account ID. Please copy and forward the information to your Customer Success Manager at Precoro.


2. Enable Token Based Authentication (TBA), SuiteScript, SuiteTalk (Web Services), and SuiteCloud Development Framework.

  • Ensure that all of these features are enabled in Company settings. Click: Setup --> Company --> Enable Features
  • Click the SuiteCloud tab. 
  • Please check the following boxes:
  1. In the SuiteScript section mark checkboxes: 
    1. Client SuiteScript and Server SuiteScript. Click I Agree on the SuiteCloud Terms of Service page.
  2. In the SuiteTalk (Web Services) mark checkboxes: 
    1. SOAP Web Services
    2. REST Web Services and Enforce Account-Specific URLs for RESTLETS and SUITETALK SOAP Web Services.
  3. In the Manage Authentication section mark checkbox: Token-based Authentication box. Click I Agree on the SuiteCloud Terms of Service page.
  4. In the SuiteCloud Development Framework section mark checkbox: SuiteCloud Development Framework. Click I Agree on the SuiteCloud Terms of Service page. 


3. Set up Data Integration

  • Click: Setup --> Integration --> Manage Integrations --> New


  • Create a New Integration
  1. Add Precoro as the name of the integration. Adding a description is optional.
  2. Ensure the "State" is enabled.
  3. Select TOKEN-BASED AUTHENTICATION and make sure USER CREDENTIALS, TBA: AUTHORIZATION FLOW, AUTHORIZATION CODE GRANT is not checked.
  4. Click Save


Copy the Consumer Key and Consumer Secret

The Consumer Key and Consumer Secret will be generated. Please copy the values for each and forward the information to your customer success manager at Precoro since this information will not be available.

4. Ensure the existing user has access to the appropriate role. Please edit the role and add permissions as needed.

Please use an existing user account that will remain active on an ongoing basis. This way you do not need to add an additional license. 

  • Click: Setup --> User/Roles --> Manage Users --> Select a user and click edit

  • Edit Existing Role: Click Access tab --> Click on a role to add permissions
  • Modify Role. Click the "Setup" tab --> Click Edit at the bottom --> From the drop-down, please add the following permissions to the role:
  • Please note: the user should have access to all of the entities, lists, setup, report tabs that need to be integrated

Tab
Permission
Level
Lists
Accounts
View
Lists
Classes
View
Lists
Currency
View
Lists
Departments
View
Lists
Items
Full
Lists
Locations
Full
Lists
Perform Search
Full
Lists
Subsidiaries
View
Lists
Vendors
Full
Lists
Units
View
Setup
Access Token Management
Full
Setup
Custom Transaction Fields
View
Setup
Custom Transaction Forms
View
Setup
Deleted Records
Full
Setup
SuiteScript
Full
Setup
User Access Token
Full
Setup
Web Services
Full
Setup
Taxes
Full
Setup
Integration
Full
Setup
Integration Application
Full
Setup
Integration Applications
Full
Setup
REST Web Services
Full
Setup
SOAP Web Services
Full
Setup
Set Up SOAP Web Services
Full
Setup
SubsidiariesFull
Setup
Enable FeaturesFull
Transactions
Access Payment Audit Log
Full
Transactions
Bills
Full
Transactions
Pay Bills
Full
Transactions
Item Receipt
Full
Transactions
Purchase Order
Full
TransactionsFind Transactions
Transactions
Receive Order
Full
Reports
Saved SearchFull

5. Create Access Token

Once the permission has been added to the user. Click: Setup --> Users/Roles --> Access Tokens --> New



Select Precoro Data Integration to Apply Access Token

  1. From the drop-down in the APPLICATION NAME, select the Precoro Data Integration created in step 3.
  2. From the drop-down, select the User Account that will be available for the integration.
  3. Enter the Role of the user (previously edited role).
  4. The Token Name will be populated.
  5. Click Save.


Please find the TOKEN ID and TOKEN SECRET on the page, copy values and send them to your Customer Success Manager at Precoro
Please note- these values will be available only once on this page.


6. Find your Suitetalk (SOAP AND REST WEB SERVICES) URL 

  • Click Setup --> Company --> Company information
  • Click on tab Company URLs and find the Suitetalk (SOAP AND REST WEB SERVICES) URL and copy

7. Find your Subsidiaries and export or copy along with the Internal Ids and currency


8. Send an email to your Customer Success Manager at Precoro with all of the copied data:

  • Account ID
  • Consumer Key 
  • Consumer Secret
  • Token ID 
  • Token Secret
  • Suitetalk (SOAP AND REST WEB SERVICES) URL
  • Subsidiary id available currency


The next steps:
  • we'll add these credentials to your company account in Precoro; 
  • The Precoro team will perform the Settings import: Departments, Classes, Taxes, Vendors (Suppliers), and Items;
  • then we'll enable integration in your Precoro company account.