Capabilities
| Resource | Sync | Provision |
|---|---|---|
| Accounts | ||
| Roles |
Gather NetSuite credentials
Configuring the connector requires you to pass in credentials generated in NetSuite. Gather these credentials before you move on.Locate your NetSuite Account ID
1
In NetSuite, navigate to Setup > Company > Company Information.
2
Find the ACCOUNT ID field on the page. Make a note of your account ID. We’ll use it in Step 5.
Generate a consumer key and consumer secret
1
In NetSuite, navigate to Setup > Integrations > Manage Integrations. Click New to create a new integration.
2
Give the new integration a name, such as “ConductorOne”.
3
Check the box for TOKEN-BASED AUTHENTICATION.
4
Click Save. The new integration is created, and its consumer key and consumer secret are shown.
5
Make a careful note of these credentials (they won’t be shown again).
Create a NetSuite role and add it to a user
1
Still in NetSuite, navigate to Setup > Users/Roles > Manage Roles. Click New to create a new role.
2
Give the new role a name, such as “ConductorOne integration”.
3
Assign the following permissions to the role:
- Setup - REST Web Services
- Setup - Log in using Access Tokens
- Setup - Bulk Manage Roles
- Reports- Suite Analytics Workbook
- Lists - Employee Record
- Lists - Employees
4
Click Save.
5
Next, assign the new role to a user. You might want to create a new user for this purpose rather than assigning the role to an existing user. Navigate to Lists > Employees > Employees, then search for the employee by email.
6
Click Edit next to the name of the employee you want to assign a role to.
7
Click the Access subtab.
8
In the Role field, select a role for this employee.
9
Click Add.
10
Click Save.
Generate a token key and token secret
1
In NetSuite, navigate to Setup > Users/Roles > Access Tokens. Click New to create a new token.
2
Select the application (integration), role, and user you created in the previous steps, and give the token a name.
3
Click Save. The new token is created, and its key and secret are shown.
4
Make a careful note of these credentials (they won’t be shown again).
Configure the NetSuite connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.That’s it! Your NetSuite connector is now pulling access data into ConductorOne.
1
In ConductorOne, navigate to Admin > Connectors and click Add connector.
2
Search for NetSuite and click Add.
3
Choose how to set up the new NetSuite connector:
- Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
- Add the connector to a managed app (select from the list of existing managed apps)
- Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
In the Account ID field, enter the NetSuite domain.
8
In the Consumer key and Consumer secret fields, enter the credentials you generated.
9
In the Token key and Token secret fields, enter the credentials you generated.
10
Click Save.
11
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.