NetSuite Connector Installation
Steps to Install NetSuite Connector
Follow the steps below to install the NetSuite Connector in your Bedrock portal.
Step 1: Install Bedrock Bundle.
Before connecting Bedrock Data to your NetSuite instance, please be sure to install the Bedrock Data SuiteScript Bundle to enable access.
Here is a video showing you how to go through the remaining steps. We recommend watching this as well as walking through the steps in this help article:
Step 2: Verify you have Access Tokens enabled
You will need this feature enabled for later steps in this process. To confirm this is enabled, click on Setup > User/Roles and if you see Access Tokens then you know it is enabled. If you do not see this option, you must enable it by going to Setup > Company > Enable Features and click on the SuiteCloud tab. Go to the Manage Authentication section and check the Token-Based Authentication box.
Step 3: Choose a Role
You can use the Full Access role or create a custom user role in NetSuite for supporting the Token-Based Authentication. Click here to view the required permissions for the custom role.
IMPORTANT NOTICE FOR EXISTING CUSTOMERS
If you have a custom role previously setup to authenticate the NetSuite Connector, you will need to review the above help article and add in some additional permissions when switching to the new Token-Based Authentication setup.
Step 4: Enable Two-Factor Authentication
This is a very important step. Whether you are using the Full Access or Custom Role, they must have Two-Factor Authentication (2FA) enabled. To do this, go to Setup > User/Roles > Two-Factor Authentication Roles and in here mark the role as 2FA required.
The Duration of the Trusted Device setting can be whatever you'd like as the integration is not impacted by this setting for 2FA.
Step 5: Choose a User and Assign to Role
You can either use an existing user or create a new dedicated user for the integration. We recommend setting up a dedicated user for the Bedrock integration if this is a viable option per your licenses as this can help with performing any audits against changes made by the integration.
Once you have selected the user that will be authenticating the integration, apply the Role from above (Full Access or Custom Role) to their user access settings. To do this, go to Setup > User/Roles > Manage Users. Locate the user and click on their name and then Edit their profile and click on the Access subtab. Add the Role here and Save the user record.
Step 6: Gather Token-Based Authentication Info
With your Role and User selected, you are ready to start generating the Access Tokens needed for the Bedrock Connector Settings.
There are a number of steps involved with this process that you can follow below.
- In NetSuite, go to Setup > Integration > Integration Management > Manage Integrations > New
- Enter a Name for your application - for example "Bedrock TBA".
- Enter a Description, if desired - for example "Bedrock Token-Based Authentication".
- The application State is "Enabled" by default - leave it as such.
- Enter a Note, if desired.
- Check the Token-based Authentication box on the Authentication subtab.
- Click Save. The confirmation page displays the Consumer Key and Consumer Secret for this application - stay on this page and copy the Consumer Key and Consumer Secret values into a notepad or text app.
Warning: The only time the Consumer Key and Consumer Secret values will be displayed is on the confirmation page. After you leave this page, these values cannot be retrieved from the system. If you lose or forget these credentials, you will need to start again at step 2.1 to obtain new values.
- In NetSuite navigate to Setup > Users/Roles > Access Tokens > New.
- On the Access Tokens page, click New Access Token.
- On the Access Token page:
- Select the Application Name - choose the Application Name you created in Step 2.2 above.
- Select the User you enabled with Full Access.
- Select the Role - "Full Access".
- The Token Name is already populated by default with a concatenation of Application Name, User, and Role. Enter your own name for this token, if desired.
- Click Save
Warning: The only time the Token ID and Token Secret values are displayed is on the confirmation page. After you leave this page, these values cannot be retrieved from the system. If you lose or forget these credentials, you will need to create a new token and obtain new values.
If you copy/paste these values, make sure you do not add any unnecessary characters in this process. We recommend using an application such as Sublime Text to store these values and don't use something like Microsoft Word where added characters can cause the tokens to become invalid.
Step 7: Enter Credentials into Bedrock Connector Settings
With all of the information gathered in the above steps handy, go to the Bedrock Connectors tab and select NetSuite from the drop down and click Install. In the pop up window that appears, enter in the required information making sure to put the user credentials for the user that you selected in Step 2.
Sandbox checkbox: There is a checkbox for the Sandbox, however, in most cases you do not have to check this in order to connect Bedrock to your Sandbox instance of NetSuite as they have moved to a role-based configuration for their Sandbox instances. So in the next step you will want to select the right role if you want to point Bedrock to your Sandbox instance to start.
Step 8: Select the User Role
Once you have all the information entered above, click on Next and you will see a drop down to select the appropriate Role. If you created a custom user role, make sure to select this role or if you did not, make sure to select the Full Access role.
Step 8(a): Connecting to Sandbox
For most Netsuite customers, connecting to your Sandbox is now based on Roles assigned to a user. The checkbox that you see on the Connector screen is no longer required to check. Instead, you must select the appropriate role from the drop down after you click on the Next button in step 5.
Sometimes this can be tricky as the role names may be identical between Production and Sandbox (i.e. System Administrator). We recommend if you have the option to edit the role name for the Sandbox so that it includes something like "System Administrator (SB)" so you can easily differentiate the roles in this drop down. Another way to confirm if you are connected to your Sandbox is to select one of the roles you believe is the Sandbox role and then hit save. Then go to the following URL: https://my.bedrockdata.com/v2/agents. In here you will find a "base-url" setting under the Netsuite section and if in this URL you see "sb1", then you know you are connected to your Sandbox. If not, then you will need to go back to the Connector settings and choose a different role.
Step 9: Click Save
After you select the appropriate role, click on Save and wait for a green success message to appear signaling that you have successfully installed Netsuite! If, however, you receive an error and are not sure what the error is saying, reach out to our support team at email@example.com and we can help diagnose what could be the issue.