How to Set Up NetSuite Integration

TABLE OF CONTENTS

• Necessary Settings on the Part of NetSuite*
• 1. Retrieve Account ID
• 2. Enable Token Based Authentication (TBA), SuiteScript, SuiteTalk (Web Services), and SuiteCloud Development Framework
• 3. Set Up Data Integration
• 4. Set the Appropriate Role
• 5. Create Access Token
  
  • Select Precoro Data Integration to apply Access Token
• 6. Find Your Suitetalk (SOAP AND REST WEB SERVICES) URL
• 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
• Next Steps

• Minimize Data Discrepancies

  • Choose Equivalent Date Formats

  • Choose Equivalent Time Zones

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:

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.

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

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

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

In NetSuite, open the Setup → Company → General Preferences → Date Format.

In Precoro, go to the Configuration → Basic Settings → Misc → Date Format.

Choose Equivalent Time Zones

In NetSuite, open the Set Preferences → Time Zone.

In Precoro, go to the Configuration → Basic Settings → Misc → Time 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.