NetSuite - connect to Source Medium

Follow this integration guide to connect your NetSuite data to Source Medium.

Requirements

• Administrator access for NetSuite

If you do not have Admin access, share this article with your Admin.

Steps

1. Whitelist Source Medium's IP addresses
1. Note: This step is required only if IP address rules (Setup > Company > Enable Features > Company > Access) are enabled for your NetSuite account. Otherwise, skip to Step 2
2. Sign into your NetSuite account as an administrator
3. In your NetSuite account, click Setup > Company > Company Information
4. In the Allowed IP addresses field, add a comma-delimited list of the Source Medium IP addresses:

52.23.137.21/32,52.204.223.208/32,52.204.228.32/32,52.204.230.227/32

5. Note: Make sure you don’t overwrite or change any existing IP addresses in this field - doing so could cause access issues for you and other NetSuite users in your account

2. Configure Web Services and authentication settings
1. Enable Web Services
1. In this step, you’ll enable Web Services for your NetSuite account. This is required to use NetSuite’s SuiteTalk API, which is what we will use to extract data
2. Sign into your NetSuite account as an administrator, if you aren’t already signed in
3. Using the global search, type page: enable and click the Page: Enable Features result. For example:


iv. On the Enable Features page, click the SuiteCloud subtab

v. Locate the SuiteTalk (Web Services) section

vi. Check the Web Services box

2. Enable token-based authentication
1. Next, you’ll enable token-based authentication for your NetSuite account. This is required to generate tokens and authenticate to the SuiteTalk API
2. On the Enable Features page, locate the Manage Authentication section. This should be after the SuiteTalk section
3. Check the Token-based Authentication box. Your settings should look like this when finished:

4. Scroll to the bottom of the page and click Save
3. Create an integration record for Source Medium
1. Next, you’ll create an integration record for Source Medium. This will uniquely identify Source Medium in your NetSuite account
2. Using the global search, type page: integrations and click the Page: Manage Integrations result
3. On the Integrations page, click the New button
4. On the New Integration page, fill in the following fields: 1. Name: Enter a name for the integration. For example: Source Medium 2. State: Select Enabled
5. In the Authentication tab, select the Token-based Authentication option
6. Click the Save button. The confirmation page will display a Consumer key/secret section
7. Copy the Consumer Key and Secret somewhere handy. You’ll need these credentials to complete the setup in Source Medium.
4. Create a Source Medium NetSuite role and configure permissions

We recommend that you create a Source Medium-specific role and user for us. We suggest this to ensure that we don’t encounter issues with replication due to NetSuite’s API limitations.

Currently, a single NetSuite user is allowed to only have a single open API session at a time. If the user connected to Source Medium has another connection elsewhere, replication problems will arise.

1. Create a Source Medium NetSuite role
1. Using the global search, type page: new role and click the Page: New Role result
2. On the Role page, enter a name for the role in the Name field. For example: Source Medium
3. In the Authentication section, check the Web Services Only Role box
2. Configure role permissions
1. Next, you’ll grant permissions to the role. In the tabs below, you’ll find the following:
• Adding permissions - Step-by-step instructions for adding permissions to the role on the Create Role page.
• Required permissions - The minimum permissions required to successfully connect Source Medium to NetSuite.
• These permissions are the minimum required to successfully connect.
• Object permissions - The permissions required to access and replicate data for specific objects in NetSuite. We recommend granting only the permissions required for the objects you want to replicate.

Untitled

Permission	Tab	Level
Custom Body Fields	Setup	View
Custom Fields	Setup	View
Custom Record Types	Setup	View
Deleted Records	Setup	Full
Log in using Access Tokens	Setup	Full
Perform Search	Lists	View
User Access Tokens	Setup	Full
Web Services	Setup	Full

c. In the table below are object-specific permissions and the tables they correspond to. The permissions for a given table must be granted to the Source Medium role in order to access and replicate data for the table.

The columns in the table are as follows:

3. Table name - The name of the Source Medium table.
4. Tab The tab in the Create Role page that contains the permission.
5. Permission The permission required to access and replicate data for the table.
6. Level The level of permission required to access and replicate data for the table. This will usually be View.

Untitled

	Table name	Permission	Tab	Level
	Account	Accounts	Lists	View
	BillingAccount	Customers	Lists	View
	Budget	Set Up Budgets	Lists	View
	Charge	Charge	Transactions	View
	ContactCategory	CRM Lists	Setup	View
	ContactRole	CRM Lists	Setup	View
	CostCategory	Accounting Lists	Setup	View
	CurrencyRate	Currency	Lists	View
	CustomList	Custom Lists	Setup	View
	Customer	Customers	Lists	View
	CustomerCategory	Accounting Lists	Setup	View
	CustomerStatus	Customer Status	Setup	View
	Deleted	Deleted Records	Setup	Full
	ExpenseCategory	Expense Categories	Lists	View
	FairValuePrice	Fair Value Price	Lists	View
	InboundShipment	Inbound Shipment	Lists	View
	InventoryNumber	Items	Lists	View
	Item	[Item Type]	Lists	View
	ItemAccountMapping	Item Account Mapping	Setup	View
	ItemDemandPlan	Item Demand Plan	Lists	View
	ItemRevision	Item Revisions	Lists	View
	ItemSupplyPlan	Item Supply Plan	Lists	View
	Location	Locations	Lists	View
	ManufacturingCostTemplate	Manufacturing Cost Template	Lists	View
	ManufacturingOperationTask	Work Orders	Transactions	View
	ManufacturingRouting	Manufacturing Routing	Lists	View
	Nexus	Tax Items	Lists	View
	OtherNameCategory	Accounting Lists	Setup	View
	PriceLevel	Accounting Lists	Setup	View
	PricingGroup	Accounting Lists	Setup	View
	SalesTaxItem	Tax Items	Lists	View
	SiteCategory	Presentation Categories	Lists	View
	Subsidiary	Subsidiaries	Lists	View
	TaxGroup	Tax Groups	Lists	View
	TaxType	Tax Groups	Lists	View
	Term	Customer Payment	Transactions	View
	TimeBill	Track Time	Transactions	View
	TimeEntry	Track Time	Transactions	View
	Transaction	[Transaction Type]	Transactions	View
	UnitsType	Units	Lists	View
	Usage	Subscriptions	Lists	View
	Vendor	Vendors	Lists	View
	VendorCategory	Accounting Lists	Setup	View
	customrecord_[custom_record_name]	Custom Record Types	Setup	View

5. Create a Source Medium NetSuite user

Next, you’ll create a dedicated NetSuite user for Source Medium and assign the Source Medium role to it.


1. Using the global search, type page: new employee and click the Page: New Employees result
2. In the Employee page, fill in the Name, Email, and any other required fields
3. Click the Access tab, located in the bottom half of the page
4. In the Access tab: 1. Check the Give Access box. 2. Check the Manually assign or change password box to create a password for the Source Medium user. 3. Enter a password in the Password field, then again in the Confirm Password field. 4. In the Roles section, search the dropdown menu to locate the Source Medium role you created in Step 4. 5. Click Add once you’ve located the role
5. When finished, click Save to create the user.
6. Create access tokens for Source Medium

Note: This requires the Setup > Access Token Management permission in NetSuite.

1. Using the global search, type page: tokens and click the Page: Access Tokens result
2. Click the New Access Token button
3. On the Access Token page, fill in the following fields: 1. Application Name: Select the integration record you created in Step 3. 2. User: Select the Source Medium user you created in Step 5. 3. Role: Select the Source Medium role you created in Step 4. 4. Token Name: Enter a name for the token. For example: Source Medium
4. Click the Save button. The confirmation page will display a Token ID and Secret
5. Copy the Token ID and Secret somewhere handy. You’ll need these credentials to complete the setup in Source Medium.
7. Locate your NetSuite Account ID

1. Using the global search, type page: web services and click the Page: Web Services Preferences result
2. In the Primary Information section, locate the Account ID field as shown in the image on the right.

Note: If your Account ID contains a suffix - 1234567_SB2 for example.

If you have any questions or issues please reach out on your shared Slack channel, or at support@sourcemedium.com