How To Connect Syncware with NetSuite (NetSuite Connector)

To use the NetSuite connector with Syncware, you need to perform a few critical steps. These steps involve enabling Token-Based Authentication (TBA) for your NetSuite account, creating a new integration record, and setting up a custom role that allows users to access the connector.

Follow these instructions to ensure a smooth integration process.

Step 1: Enable Token-Based Authentication in NetSuite

Before integrating NetSuite with Syncware, TBA must be enabled.

1. Log in to NetSuite as an Administrator.
2. Navigate to Setup > Company > Enable Features.
3. Click the SuiteCloud tab.
4. Scroll down to the Manage Authentication section.
5. Check the box for Token-Based Authentication (TBA).
6. Click Save to apply the changes.

Result

Your changes will be applied.

Step 2: Create a New Integration Record

You must create a new integration record in NetSuite to generate the necessary credentials for the connector.

1. Go to Setup > Integration > Manage Integrations > New.
2. In the Name field, enter a recognizable name (e.g., “Syncware Connector”).
3. Ensure that Token-Based Authentication is selected under Authentication.
4. Uncheck the User Credentials option if enabled.
5. Click Save.

Result

NetSuite will provide you with a Consumer Key and Consumer Secret. Save these credentials securely, as you will need them during Syncware configuration.

Step 3: Create a Custom Role for Connector Access

To manage permissions for the NetSuite connector, you need to create a custom role.

1. Navigate to Setup > Users/Roles > Manage Roles > New.

   In the Role Name field, enter a recognizable name (e.g., "Syncware Integration Role").

   Under Permissions:

   • Click Add to assign necessary permissions:
     • Lists > Customers (Full)
     • Transactions > Sales Orders (Full)
     • Transactions > Item Fulfillments (Full)
     • Setup > SOAP Web Services (Full)
     • Setup > Token-Based Authentication (Full)
2. After adding permissions, click Save.

Result

The new custom role is now created.

Step 4: Assign the Custom Role to Users

You need to assign the newly created role to users who will access the connector.

1. Go to Lists > Employees > Employees.
2. Click the Edit link next to the user who will use the connector.
3. In the Access tab, click Add Role and select the custom role you created (e.g., "Syncware Integration Role").
4. Click Save.

Result

Your roles will be assigned to the identified users.

Step 5: Generate Tokens for the User

Finally, generate tokens for the user to authenticate via TBA.

1. Go to Setup > Users/Roles > Access Tokens > New.

   Select the following:

   • Application Name: The integration record you created (e.g., “Syncware Connector”).
   • User: The employee assigned the custom role.
   • Role: The custom role created for the connector.
2. Click Save.

Result

You will receive a Token ID and Token Secret. These will be used to authenticate the connector with Syncware.

Conclusion

Once you've completed these steps, you will have successfully enabled Token-Based Authentication, created the necessary integration record, set up a custom role for connector access, and generated the required tokens. You can now proceed with configuring Syncware using these credentials. Make sure to securely store all authentication keys and tokens for future use.