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.