NetSuite software is an online service that enables companies to manage all key business processes in a single system. Companies use NetSuite for enterprise resource planning (ERP) and to manage inventory, track their financials, host e-commerce stores and maintain customer relationship management (CRM) systems. This flexible platform can be applied to a range of business applications.
The following article will help you get started:
- Install Kloudio bundle in user's account
- Generate consumer Id, consumer secret, token Id and token secret
- Create NetSuite Connection on Kloudio
STEP 1 : Install Kloudio bundle in user's account
- Login to NetSuite app with administrator account
- You can see SuiteBundler under Customization tab, select Search & install Bundles
3. Search kloudio_transactions_reports and download the bundle.
STEP 2 : Generate consumer Id, consumer secret, token Id and token secret
- Login to NetSuite app with administrator account
- Choose Setup > Integration > Mange Integrations > new to create a new integration
- Name: Your application name (eg: KL_netsuite)
- state: Enabled
- Authentication sublist: Token-Based Authentication
3. Enable token based authentication : Setup > Company > Enable Features > SuiteCloud Sublist > Manage Authentication
4. Choose Setup > Users/Roles > Access Tokens > new
5. Select Application Name, User, Role and Token Name (auto-generated).
6. After clicking save button, it will generate token Id and token secret.
Warning : consumer Id , consumer secret ,Token Id and Token secret are only displayed at the time of creation. If credentials are lost, you need to reset the token Id and token secret .
STEP 3 : Create NetSuite Connection on Kloudio
- Go to Kloudio Connections and click the button to create a New Connection.
- Click the Setup button under the NetSuite icon.
- Enter Account Id, Token Id, Token Secret, Consumer Id and Consumer Secret
4. Click next, and the NetSuite integrations will be created.