Netsuite Application Integration Setup

Getting Started

BalkanID recommends creating a separate service account for the purposes of this integration, instead of using personal or employee named accounts.

Requirements:

• Account ID

• Account URL

• Consumer Key

• Consumer Secret

• Token ID

• Token Secret

Additionally, you will be asked to:

• Enable REST Web Services

• Enable Token Based Authentication

• Create an integration

• Create a role

• Assign the created role to a user

• Create a token

Let's get started.

Enable token based authentication and REST

1. Within Netsuite, search for page: enable features and click View on the result.

2. Click SuiteCloud sub tab.

3. Enable REST Web Services under SuiteTalk (Web Services) section.

4. Enable Token Based Authentication.

5. Save the changes.

Get Account ID

1. It is usually the first part of the NetSuite URL (ex: https://ACCOUNT_ID.app.netsuite.com/)

2. If not, follow these steps:

   1. Within Netsuite, search for page: Web Services Preferences and click "View" on the result

   2. Copy the ACCOUNT ID from the resulting page, this is the Account ID needed to configure BalkanID.

Get Account URL

1. Within Netsuite, search for page: Company Information.

2. Click sub tab Company URLs.

3. Copy the SUITETALK (SOAP AND REST WEB SERVICES) URL. This is the Account URL needed to configure BalkanID.

Create BalkanID integration

1. Within Netsuite, search page:Manage Integrations and click View" on the result.

2. Create a new integration:

   1. Name: BalkanID

   2. Enable Token-Based Authentication

   3. Disable TBA: Authorization Flow

   4. Disable Oauth: Authorization Code Grant

   5. Hit Save

   6. Copy Consumer Key and Consumer Secret, these are the Consumer Key and Consumer Secret needed to configure BalkanID.

Create a role

1. Within Netsuite, search for page:New Role and click View on the New Role result.

2. Enter name - BalkanID.

3. Center type - Classic Center.

4. Navigate to Permissions > Setup (sub tab at bottom of page) and add the following permissions:

   • REST Web Services: Full

   • Log in using Access Tokens: Full

   • Bulk Manage Roles: Full

5. Navigate to Permissions > Reports (sub tab at bottom of page) and add the following permissions:

   • SuiteAnalytics Workbook

6. Navigate to Permissions > Lists (sub tab at bottom of page) and add the following permissions:

   • Employee Record: View

   • Employees: View

   • Perform Search: View

7. Save the changes

Assign role to user

1. Within Netsuite, search for page:employees.

2. Edit your employee record.

3. Navigate to Access > Roles (sub tab at bottom of page).

4. Add the BalkanID role previously created.

5. Save the changes.

Create a token

1. Within Netsuite, search for page: New Access Token

   • Application name: BalkanID (previously created)

   • User: <your user>

   • Role: BalkanID (previously created)

2. Save the changes.

3. Copy Token ID and Token Secret, these are the Token ID and Token Secret that are required to configure BalkanID.

Configure Netsuite within your BalkanID tenant

1. Login to the BalkanID application and switch to the tenant you would like to add your integration to.

2. Head to Integrations > Third Party Applications and click Add Integration, select Netsuite. Set up the Primary Application owner and the Description, if any.

   
3. Netsuite would have been added to the list of applications. Click on the Configure and Integrate button beside the integration name, and configure the fields with the values that were noted prior. It should look like this:

   
4. Once you filled in the information, click Save changes. Your integration is now configured and you will see the status of the integration displayed alongside other integrations on the Integrations page. Integrations are synced daily. When data is available, the integration Status column will read Connected and the integration Message will read Data available.