In this guide we'll describe how to work with NetSuite to authenticate Tray's NetSuite connector.
This guide assumes you already have access with a username/email and password.
In order to authenticate tray's NetSuite connector, the following fields are required:
- Application ID
- Email (same as the one you use to login into NetSuite with)
- Password (same as the one you use to login into NetSuite with)
- Account ID
The first step is to obtain the Application ID. For this, an integration record needs to be created if one is not already set up by your NetSuite admin.
On the NetSuite homepage, click on "Setup", then "Integration" and finally "Manage Integrations". This will bring you to the Integrations Page.
From here, click on "New", which will bring up an Integration form.
On the Integration form, provide a name, and make sure that the "USER CREDENTIALS" checkbox under Authentication is checked. Then save the integration.
On the Integrations page, you should see your newly created integration, along with an associated Application ID: note this ID value as this is required on tray.
The next step is to obtain your Account ID and a relevant role.
On the NetSuite homepage, click on "Setup", then "Integration" and finally "Web Services Preferences". This will bring you to the Web Services Preferences Page.
On this page, under "Primary Information", the required "Account ID" should be immediately visible; note this value.
On the same page, a row/record under "Concurrency Governance" with the fields "Name", "Web Services Default Role" and "ID", should either already exist, or you will need to add one. If you need to add one, ensure a role with necessary permissions and access is selected; for further guidance on this, seek advice from your NetSuite administrator. From this record, the "ID" at the end needs to be noted, as this is the "Role" ID required for the NetSuite authentication on tray.
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