How to Set Up NetSuite SuiteApp Integration

TABLE OF CONTENTS

• Step 1: Enable Required Features in NetSuite
• Step 2: Install Precoro SuiteApp in NetSuite
• Step 3: Retrieve Integration Credentials
  • Assign the Precoro Integration Role
  • Generate Access Tokens
  • Retrieve Account ID

• Step 4: Connect Precoro with NetSuite

  • Connect Precoro to NetSuite
  • Connect NetSuite to Precoro

• Step 5: Finalize the Integration

• Updating an Existing Integration to Include Multiple Subsidiaries

Step 1: Enable Required Features in NetSuite

Before installing the Precoro SuiteApp in NetSuite, make sure that all necessary features are enabled in the company settings:

1. Go to Setup → Company → Enable Features.
   
2. Mark the following checkboxes in the SuiteCloud tab:
   

   Section	Features to enable
   SuiteBuilder	Custom Records
   SuiteScript	Client SuiteScript, Server SuiteScript
   SuiteFlow	SuiteFlow
   SuiteTalk (Web Services)	SOAP Web Services, REST Web Services
   Manage Authentication	Token-based Authentication
   SuiteCloud Development Framework	SuiteCloud Development Framework

3. In the Analytics tab, enable SuiteAnalytics Workbook.
4. In the Accounting tab (Basic Features), enable Accounting.
5. Click Save to apply the configurations.

Step 2: Install Precoro SuiteApp in NetSuite

Once all required features are enabled, proceed to the SuiteApp installation:

1. Navigate to Customization → SuiteCloud Development → SuiteApp Marketplace.
   
2. Search for “Precoro Procurement for NetSuite” SuiteApp.
3. Open the SuiteApp and click Install. The installation may take up to 5 minutes.

After successful completion, the SuiteApp will have the Installed status.

Step 3: Retrieve Integration Credentials

Along with other Precoro functionality, SuiteApp adds the Precoro Integration Role and Precoro Integration Record to your NetSuite account, both important for integration setup.

1) Assign the Precoro Integration Role

At this step, assign the Precoro Integration Role to the user responsible for generating tokens to connect Precoro and NetSuite, as well as to the user setting up the SuiteApp. These can be the same user.

To assign the needed role for a user:

1. Navigate to Lists → Employees → Employees.
2. Find the required user → click Edit.
3. Go to the Access tab → Roles section.
4. Choose the “Precoro Integration Role” option → click Add.
5. Press Save to apply the changes.

2) Generate Access Tokens

1. Navigate to Setup → Users/Roles → Access Tokens → New.
2. Select:
   • Application Name: Precoro Integration
   • User: The assigned integration user
   • Role: Precoro Integration Role
3. Click Save.
4. Locate and securely save the Token ID and Token Secret.

3) Retrieve Account ID

To find your Account ID:

1. Navigate to Setup → Integration → SOAP Web Services Preferences.
2. Save the Account ID.
   

Step 4: Connect Precoro with NetSuite

Once you have a Token ID, Token Secret, and Account ID, please securely share these details with your Customer Success Manager, as they are required to connect Precoro to NetSuite in the next steps.

If you use Multi-Entity Management, you can integrate multiple subsidiaries. Each of them will be mapped with a legal entity. Otherwise, one Precoro company can be integrated with only one NetSuite subsidiary.

1) Connect Precoro to NetSuite

To connect Precoro to NetSuite, follow these steps:

1. In Precoro, navigate to Configuration → Integrations → NetSuite → Connect.
2. Enter the retrieved Account ID, Token ID, and Token Secret.
3. In the Documents to Send section, choose document types to integrate. This setting can be adjusted later.
4. Click Save.
5. After validation, the Subsidiary section appears for companies that will be integrated with one NetSuite subsidiary. Choose the Subsidiary to integrate with the Precoro company → click Save. If you have Multi-Entity Management enabled, skip this step.
   
   
6. Click the Create SuiteApp Token button and securely save the token.

2) Connect NetSuite to Precoro

To connect NetSuite to Precoro:

1. Sign in to NetSuite with the Precoro Integration Role.
2. Navigate to Precoro → Configuration → Integrations.
3. Click Create New Integration.
4. Enter:
   • • Precoro User Email (the one who generated the SuiteApp Token)
     • Precoro SuiteApp Token 
5. Click Save and Continue.
6. If you integrate one company with one subsidiary, select the Subsidiary matching the one you previously chose in Precoro for the NetSuite configuration → click Save.
   
   If you integrate several subsidiaries with legal entities, you will see the Subsidiary Selection screen as in the screenshot below. Select the subsidiaries you want to integrate and click Save.
   
   

   In Precoro, you will see the integrated subsidiaries as legal entities on the NetSuite Configuration page.

   
   

   
   If you already use Multi-Entity Management and have several legal entities established in Precoro, the subsidiaries you choose to integrate will be mapped with these legal entities by Name. Please note: an entity and a subsidiary can only be mapped if their names match completely, so ensure the names are identical.

   If a legal entity with the same name isn’t found, it will be created automatically and available in documents. You may need to enter the necessary details in Configuration → Legal Entities.

Step 5: Finalize the Integration

Now, NetSuite and Precoro are fully connected. If you want to integrate multiple companies, repeat the steps for each of them.

You can track all existing connections under Precoro → Configuration → Integrations, in the Integrations subtab.

Once all companies are connected, you can proceed with exporting lists and customizing settings.

Updating an Existing Integration to Include Multiple Subsidiaries

If you had a company in Precoro that was only integrated with one subsidiary, you can now create an integration with multiple subsidiaries. To do so, generate a new access token in Configuration → Integrations → NetSuite and create a new integration in NetSuite as described in the Connect NetSuite to Precoro section of this article.

If you’re transitioning to Multi-Entity Management from having multiple companies using this guide, you can create legal entities manually or automatically by integrating the subsidiaries. Note that field values will be accessible to all legal entities in Precoro, even if they're not available for certain subsidiaries in NetSuite. We'll add the ability to transfer access restrictions in further updates.