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Netsuite Integration Guide

How it works

Once Netsuite is integrated with Magnify, the data ingestion process will begin. After a short period of time selected Netsuite objects will be available within Magnify, providing you the ability to create targeted customer segments for journey creation throughout the customer lifecycle.

The integration is bilateral, so Magnify can also send information and perform actions in Nesuite, provided permissions are given to do so.

Prerequisites and Setup steps 

  • Identify which fields map to the universal and unique account and user identifiers 
  • Identify any custom objects that should be ingested

Step 1.1: Obtain Realm info​

  1. Login into your NetSuite account
  2. Go to Setup » Company » Company Information
  3. Copy your Account ID (Realm). It should look like 1234567 for the Production env. or 1234567_SB2 - for a Sandbox

Step1.2: Enable features​

  1. Go to Setup » Company » Enable Features
  2. Click on the SuiteCloud tab
  3. Scroll down to the SuiteScript section
  4. Enable checkbox for CLIENT SUITESCRIPT and SERVER SUITESCRIPT
  5. Scroll down to the Manage Authentication section
  6. Enable checkbox TOKEN-BASED AUTHENTICATION
  7. Scroll down to SuiteTalk (Web Services)
  8. Enable checkbox REST WEB SERVICES
  9. Save the changes

Step 1.3: Create Integration (obtain Consumer Key and Consumer Secret)​

  1. Go to Setup » Integration » Manage Integrations » New
  2. Fill in the Name field (ie, Magnify-rest-integration)
  3. Make sure the State is enabled
  4. Enable the checkbox Token-Based Authentication in the Authentication section
  5. Save changes
  6. After that, the Consumer Key and Consumer Secret will be shown once (copy them to a safe place)

Step 1.4: Setup Role​

  1. Go to Setup » Users/Roles » Manage Roles » New
  2. Fill the Name field (we recommend to put Magnify-integration-role for a name)
  3. Scroll down to the Permissions tab
  4. Click on Transactions and manually add all the dropdown entities with either full or view access levels.
  5. Click on Reports and manually add all the dropdown entities with either full or view access levels. You will need to ensure you have Reports > SuiteAnalytics Workbook > Edit enabled.
  6. Click on Lists and manually add all the dropdown entities with either full or view access levels.
  7. Click on Setup and manually add all the dropdown entities with either full or view access levels.
  • Make sure you've done all REQUIRED steps correctly, to avoid sync issues in the future.
  • Please edit these params again when you rename or customise any Object in Netsuite for Magnify-integration-role to reflect such changes.

Step 1.5: Setup User​

  1. Go to Setup » Users/Roles » Manage Users
  2. In column Name click on the user’s name you want to give access to the magnify-integration-role
  3. Then click on Edit button under the user’s name
  4. Scroll down to Access tab at the bottom
  5. Select from dropdown list the magnify-integration-role role which you created in step 2.4
  6. Save changes

Step 1.6: Create Access Token for role​

  1. Go to Setup » Users/Roles » Access Tokens » New
  2. Select an Application Name
  3. Under User select the user you assigned the magnify-integration-role in step 2.4
  4. Inside Role select the one you gave to the user in the step 2.5
  5. Under Token Name you can give a descriptive name to the Token you are creating (we recommend using magnify-rest-integration-token for a name)
  6. Save changes
  7. After that, Token ID and Token Secret will be shown once (copy them to the safe place)

Step 1.7: Summary​

Copy the following parameters to share with Magnify: 

  • Realm (Account ID)
  • Consumer Key
  • Consumer Secret
  • Token ID
  • Token Secret
  • Confirmation that you have properly configured the Account with the correct permissions and access token for User and Role you've created

Required Permissions 

Netsuite Object Permissions
1 Accounting Read
2 Items Read
3 Relationship (all relevant relationship type objects)  Read
4 Activities Read
5 Custom (please let Magnify know of any custom record types) Read, Edit 
Please validate that the Nesuite credentials used to integrate with Magnify has the proper permissions enabled. Any objects or fields not included in the will not be ingested by Magnify, therefore not usable within the platform.

 

 

Updated