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:

  1. Install Kloudio bundle in user's  account
  2. Generate consumer Id, consumer secret, token Id and token secret
  3. Create NetSuite Connection on Kloudio

STEP 1 : Install Kloudio bundle in user's account

  1. Login to NetSuite app with administrator account
  2. 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

  1. Login to NetSuite app with administrator account
  2. 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

  1. Go to Kloudio Connections and click the button to create a New Connection. 
  2. Click the Setup button under the NetSuite icon.
  3. Enter Account Id, Token Id, Token Secret, Consumer Id and Consumer Secret

4. Click next, and the NetSuite integrations will be created.

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