Table of Contents

Netsuite

Kana Sasaki Updated by Kana Sasaki

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An account with administrative privileges is required for advance preparation.

　　　　　　　　　　　　　　　

Advance Preparation

How to log in to Netsuite

Enter your e-mail address and password on the Netsuite login page to log in.

　　　　

1.Enable Token-base Authenticator

After logging into Netsuite, go to Setup>Company>Enable Featuers from the top menu.

Next, select SuiteCloud from the menu on the Enable Featuers page and scroll down to the Manage Authentication section.

Tick the ✅ box under TOKEN-BASED AUTHENTICATION and click the SAVE button at the bottom or top of the page.

　　　　　　　　　　　　　　　　　　

2 .Creating Integration Code

From the top menu, navigate to SetUp > Integration > Mnage Integrations > New.

The Integration input form will appear.

  • For NAME, enter ITMC Integration API

  • Check TOKEN-BASED AUTHENTICATION in the Token-based Authentication field.

  • Item: Uncheck TBA: AUTHORIZATION FLOW in Token-based Authentication.
  • Item: Uncheck AUTHORIZATION CODE GRANT for OAuth 2.0.

Save the CONSUMER KEY / CLIENT ID and CONSUMER SECRET / CLIENT SECRET that appears at the bottom of the page,and click SAVE. Click "Back" to exit.

Note that the CONSUMER KEY / CLIENT ID and CONSUMER SECRET / CLIENT SECRET will not be displayed again.

　　　　　　　　　　　

3.Creating a Role (Preparation for Token Creation)

To create a Token, it is necessary to associate a Token with a Role. From the top menu, go to SetUp > Users/Roles > Mabage Roles.

The Role entry form will appear.

  • Enter " ITMC Integration API " for NAME
  • For ID, enter itmc_integration_api
  • For CENTRE TYPE, select Accounting Centre
  • For Subsidiary Restrictions, select ALL and check ALLOW CROSS-SUBSIDIARY RECORD VIEWING.

Then enter Permissions as follows and click SAVE. Some fields may not be displayed depending on your usage, but this is not a problem, so please add the available Permissions.

Permission

Level

Transactions

Bills

View

Transactions

Credit Card

View

Transactions

Credit Card Refund

View

Transactions

Expense Report

View

Transactions

Find Transaction

View

Transactions

Make Journal Entry

View

Transactions

Receive Order

View

Transactions

Check ※ Permission not available at Netsuite Japan

View

Lists

Accounts

View

Lists

Currency

View

Lists

Departments

View

Lists

Employee Record

View

Lists

Employees

View

Lists

Items

View

Lists

Record Custom Field

View

Lists

Vendors

View

Setup

Bulk Manage Roles

Full

Setup

Log in using Access Tokens

Full

　　　　　　　　　　　　　　　　

4 　Creating and updating a new Enployee

From the top menu, go to Lists>Enployees>Enployees, select New to create a new employee or Search to edit the employee whose Role you wish to update.

At the bottom of the Enployee's form entry screen, there is a Role setting, so add ITMC Integration API.

5 　Creating an Access Token

From the top menu, go to SetUp > Users/Roles > Access Tokens > New.

The Access Token creation form will appear.

A TOKEN ID and TOKEN SECRET will then be created and saved.

  • For APPLICATION NAME, select ITMC Integration API.
  • For USER, select the employee who created or updated a new Role in the "Create or Update a New Employee" procedure.
  • For ROLE, select ITMC Integration API.

Note that TOKEN ID and TOKEN SECRET are not redisplayed.

　　　　　　　　　　　　　　

6. Updating the Suitelet Script File

Go to Customization > Scripting > Scripting > New from the top menu, mouse over the SCRIPT FILE tab, and click the + mark.

A popup will appear with the File form.

Download and unzip the file from the following zip, there is a .js file named tmc_integration_api_restlest, select it from the SELECT FILE and click SAVE. *Do not make any changes to the DLed file, such as file name or text input.

itmc_integration_api_restlest.js.zip　

Next, make sure that the SCRIPT FILE is the name of the file you just SEVE and click Create Script Record.

A Script form will appear. Enter the following information and click SAVE.

  • NAME is ITMC Integration API

  • In Developements, enter each item as follows and click Add.
    TITLE: ITMC Integration API
    ID: _itmc_integration_api
    STATUS: Released

On the next screen, select Deploy Script.

When the Script Developement form appears, select ITMC Integration API from ROLES in Audience and click SAVE.

The EXTERNAL URL is displayed and saved.

　　　　　　

7 .How to obtain an ACCOUNT ID

From the top menu, go to Setup > Company > Company Information and save the ACCOUNT ID.

　　　　　　　　　　　　　　　　　

Integration Setup

On the Integration screen of the Admina by Money Forward, search for Netsuite.

Enter the following information obtained from the previous step and click on "Integration".

  • Workspace Key：ACCOUNT ID　（step：7）
  • Client ID：CONSUMER KEY / CLIENT ID（step：2）
  • Client Secret：CONSUMER SECRET / CLIENT SECRET（step：2）
  • Token ID：TOKEN ID（step：4）
  • Token Secret：TOKEN SECRET（step：4）
  • External URL：EXTERNAL URL　（step：6）

　　　　　　

If the integration with Netsuite is successful, the registered user information will appear in the account list.　

If the integration does not complete successfully, please edit the information from the status tab on the integration screen and try the integration again.

If the problem persists, please contact us via chat 🙏.

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