NetSuite - connect to Source Medium

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:
    5. 52.23.137.21/32,52.204.223.208/32,52.204.228.32/32,52.204.230.227/32

    6. 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
    7. image

f. Click Save

  1. 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:
      4. image

        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. image
      5. Scroll to the bottom of the page and click Save
  2. 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.
  3. Create a Source Medium NetSuite role and configure permissions
    1. 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.

    2. 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
    3. 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

          PermissionTabLevel
          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:

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

      Table namePermissionTabLevel

      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

About NetSuite permissions

Depending on which products are enabled in your NetSuite account, you might not see some of these permissions. If you don’t see a permission in your NetSuite account, skip it.

For more info about these permissions and how they work within NetSuite, refer to NetSuite’s Permissions Documentation spreadsheet, which can be downloaded here from their help center. You may need to log into NetSuite to access their documentation.

d. Save the role

After you’ve finished granting permissions to the role, click Save to create it

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

      image
    2. Using the global search, type page: new employee and click the Page: New Employees result
    3. In the Employee page, fill in the Name, Email, and any other required fields
    4. Click the Access tab, located in the bottom half of the page
    5. 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
    6. When finished, click Save to create the user.
  2. Create access tokens for Source Medium
    1. Note: This requires the Setup > Access Token Management permission in NetSuite.

    2. Using the global search, type page: tokens and click the Page: Access Tokens result
    3. Click the New Access Token button
    4. 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
    5. Click the Save button. The confirmation page will display a Token ID and Secret
    6. Copy the Token ID and Secret somewhere handy. You’ll need these credentials to complete the setup in Source Medium.
  3. Locate your NetSuite Account ID
    1. image
    2. Using the global search, type page: web services and click the Page: Web Services Preferences result
    3. In the Primary Information section, locate the Account ID field as shown in the image on the right.
    4. 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