How to Set Up NetSuite Integration

TABLE OF CONTENTS

The integration works only with the NetSuite OneWorld account. Here, you can find an overview.


To start setting up Precoro integration with NetSuite, first, you have to get your company credentials from NetSuite and save them on your integration page at Precoro. 


The list of the company’s credentials includes:

  • 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 you are required to select catalog items from NetSuite, you have to use an integrated product catalog in Precoro without any “Empty rows” (manually input 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.

Necessary Settings on the Part of NetSuite*


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

1. Retrieve Account ID 


To find your account ID, go to Setup —> Integration —> Web Services Preferences.




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

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


Make sure that all of these features are enabled in the Company Settings. Go to Setup —> Company —> Enable Features.

Mark the following checkboxes in the SuiteCloud tab:

  • In the SuiteScript section: 
        1. Client SuiteScript and Server SuiteScript: 
    Click “I Agree” on the SuiteCloud Terms of Service page.

  • In the SuiteTalk (Web Services) section: 

        1. SOAP Web Services.

        2. REST Web Services.

  • In the Manage Authentication section:     
         1. Token-based Authentication box:
    Click “I Agree” on the SuiteCloud Terms of Service page.

  • In the SuiteCloud Development Framework section:     
        1. SuiteCloud Development Framework:

    Click “I Agree” on the SuiteCloud Terms of Service page.

  • In the Analytics tab:    

        1. SuiteAnalytics Workbook.

3. Set Up Data Integration

Go to Setup —> Integration —> Manage Integrations —> New.




  • Create a New Integration:
  1. Add Precoro as the integration name. Adding a description is optional.
  2. Make sure the State is enabled.
  3. Select TOKEN-BASED AUTHENTICATION and make sure that USER CREDENTIALS, TBA: AUTHORIZATION FLOW, and AUTHORIZATION CODE GRANT are 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 this information to your Customer Success Manager at Precoro since this information will be unavailable.



4. Set the Appropriate Role

Make sure the existing user has access to a relevant 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 another license. 

  • Go to Setup —> User/Roles —> Manage Users —> Select a user and click Edit.

  • Edit Existing Role: Click the Access tab —> click on a role to add permissions.
  • Modify Role. Go to the Setup tab —> click Edit at the bottom —> from the drop-down, add the following permissions to the role:

Please note that the user should have access to all of the entities, lists, setups, and report tabs that need to be integrated.

 

Tab
Permission
Level
Lists
Accounts
View
Lists
Classes
View
Lists
Currency
View
Lists
Departments
View
Lists

Documents and Files

Full
Lists
Items
Full
Lists
Locations
Full
Lists
Perform Search
Full
Lists
Subsidiaries
View
Lists
Vendors
Full
Lists
Units
View
Lists

Tax Records

Full

Lists
Integration Applications
Full
Lists

Employees

Full
Lists

Employee Record

Full
Lists

Projects

Full
Lists

Customers

Full
Setup
Access Token Management
Full
Setup
Custom Transaction Fields
View
Setup
Custom Transaction Forms
View
Setup
Deleted Records
Full
Setup
Integration Application
Full
Setup
Enable Features
Full
Transactions
Access Payment Audit Log
Full
Transactions
Bills
Full
Transactions
Pay Bills
Full
Transactions
Item Receipt
Full
Transactions
Purchase Order
Full
Transactions
Find Transactions
Full
Transactions
Receive Order
Full
Reports
SuiteAnalytics Workbook
Edit

 

Please note that the accesses listed below are required for the integration to work:


Setup
SuiteScript
Full
Setup
User Access Token
Full
Setup
Log in using Access Tokens
Full
Setup
REST Web Services
Full
Setup
SOAP Web Services
Full
Setup
Set Up SOAP Web Services
Full
Setup
View SOAP Web Services Logs
Full
Setup
Control SuiteScript and Workflow Triggers in Web Services Request
Full


When updating suppliers, items, departments, or other lists, you might see the following issue, in case you do not have a role “SUITEANALYTICS WORKBOOK” under the reports tab:


To fix this problem:

  • Go to Setup —> Manage Users —> User/Roles —> Manage Roles —> select a role that should be used for your Precoro-NetSuite integration* and open to edit.
    *You can see this role on the Access Token page.
  • Add the role “SUITEANALYTICS WORKBOOK” under the Permissions —> Reports tab and click the Save button.

Please refer to this article if you have questions or issues with the integration.

5. Create Access Token

Once the permissions are added to the user, go to Setup —> Users/Roles —> Access Tokens —> New.


Select Precoro Data Integration to apply the Access Token


1. From the drop-down list in the APPLICATION NAME, select the Precoro Data Integration created in Step 3.

2. From the drop-down list, select the USER account that will be available for the integration.

3. Enter the user ROLE (previously edited role).

4. The TOKEN NAME will be generated.

5. Click Save.

Find the TOKEN ID and TOKEN SECRET on the shown page, copy the values, and send them to your Customer Success Manager at Precoro. 

Please note that these values will be available only once on this page.

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

  • Go to Setup —> Company —> Company information.
  • Go to the Company URLs tab, find the Suitetalk (SOAP AND REST WEB SERVICES) URL, and copy it.

7. Find Your Subsidiaries and Export or Copy Them along with the Internal IDs and Currency


8. Send the Data to Your
Precoro Customer Success Manager

Send email to your Customer Success Manager at Precoro with the following copied data:

  • Account ID
  • Consumer Key 
  • Consumer Secret
  • Token ID 
  • Token Secret
  • Suitetalk (SOAP AND REST WEB SERVICES) URL
  • Subsidiary ID 
  • Available Currency.

Next Steps

We will add these credentials to your company account in Precoro.
The Precoro team will perform the Settings import: Departments, Classes, Taxes, Vendors (Suppliers), and Items.
We will enable integration in your Precoro company account. 

Get more information on working with integration from this FAQs article.


Minimize Data Discrepancies


During the integration setup stage make sure your general information coincides within both systems Precoro and NetSuite to avoid potential problems during data updates.


Choose Equivalent Date Formats

Make sure you have the exact Date Formats in both systems.


In NetSuite, open the SetupCompanyGeneral Preferences Date Format.



In Precoro, go to the ConfigurationBasic SettingsMiscDate Format.


Choose Equivalent Time Zones

To send and synchronize documents correctly, make sure you have the exact Time Zones in both systems.


In NetSuite, open the Set Preferences Time Zone.



In Precoro, go to the ConfigurationBasic SettingsMiscTime Zone.




If the Times Zones do not match, the documents will be sent with the wrong date. Please take this into account when configuring your settings.