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Integrating with Netsuite

DemandCaster's Netsuite integration utilizes Netsuite Suitescripts. These custom written scripts provide significant flexibility to deploy an integration that is specific to the needs of your company. Since Netsuite is a highly customizable system, the DemandCaster integration can be configured to extract custom or alternate fields providing significant flexibility to meet your companies unique planning and reporting needs.

The integration is setup to support parallel processing and incremental data loads to ensure fast data loads from Netsuite to DemandCaster. Updates to data may be scheduled on a daily basis and may also be updated on demand as needed throughout the day. In addition to pushing replenishment orders back to Netsuite, other data may also be pushed to Netsuite based on the needs of your company.

The steps provided below describe the process to setup and collect the API information needed for DemandCaster to integrate with Netsuite. Once ready, please forward to your DemandCaster setup engineer.

The information needed are:

  • Account ID
  • Consumer Key
  • Consumer Secret
  • Token ID
  • Token Secret
  • Temporary NetSuite Login Account

1. Retrieve Account ID

To find our your account ID:

  1. Click Setup
  2. Click Integrations
  3. Click Web Services Preferences

1.1. Retrieve Account ID

Your companies ID will be listed under Account ID. Please copy and forward the information to your DemandCaster setup engineer.

2. Enable Token Based Authentication

Ensure Token Based Authentication is enabled in Company settings. Click:

  1. Setup
  2. Company
  3. Enable Features

2.1. Click on SuiteCloud Tab

Some users may not have the Token-based Authentication feature enabled. To enable the token-based authentication feature:

  1. Click the SuiteCloud tab.
  2. Scroll down to the SuiteScript section, and make sure the following are enabled. If not, check the following boxes:
    1. Client SuiteScript.
    2. Server SuiteScript. Click I Agree on the SuiteCloud Terms of Service page.

Note: Enabling both the Client SuiteScript and Server SuiteScript features is required to use RESTlets with token-based authentication.

2.2. Scroll Down to Manage Authentications

  1. Scroll down to the Manage Authentication section
  2. Check the Token-based Authentication box.
  3. Click I Agree on the SuiteCloud Terms of Service page.
  4. Scroll down to the bottom and click Save

3. Set up Data Integration

Click:

  1. Setup
  2. Integration
  3. Manage Integrations
  4. New

3.1. Create a New Integration

  1. Add DemandCaster as the name of the integration. Adding a description is optional.
  2. Ensure, the "State" is enabled
  3. Select TOKEN-BASED AUTHENTICATION
  4. Click Save

3.2. Copy the Consumer Key and Consumer Secret

The Consumer Key and Consumer Secret will be generated. Please copy the values for each and forward the information to your DemandCaster setup engineer since this information will not be able to be retrieved.

4. Add Access Token Permission to Existing Account

Please use an existing account that will remain active on an ongoing basis. This way you do not need to consume an open user account license. DO NOT use the DemandCaster temporary account that is created in step 5.

  1. Setup
  2. User/Roles
  3. Manage Users
  4. Select a user and click edit

4.1. Edit Existing Role

  1. Click Access tab
  2. Click on role to add permissions

4.2. Modify Role

  1. Click "Setup" tab
  2. Click Edit at the bottom
  3. From the drop down, please make certain the the following permissions are applied to the role:
    1. Setup → Access Token Management
    2. Setup → Log in using Access Tokens
    3. Setup → User Access Token
    4. Setup → SuiteScript
    5. Lists → Locations - Permission Level: Full
    6. Lists → Items - Permission Level: Full
    7. Lists → Departments - Permission Level: Full
    8. Lists → Customers - Permission Level: Full
    9. Lists → Vendors - Permission Level: Full
    10. Lists → Classes - Permission Level: Full
    11. Lists → Sales Order - Permission Level: Full
    12. Lists → Work Order - Permission Level: Full
    13. Lists → Purchase Order - Permission Level: Full
    14. Lists → Custom Record Entries - Permission Level: Full
    15. Lists → Subsidiaries / Entities - Permission Level: Full
    16. Lists → Currency - Permission Level: Full
    17. Transactions → Find Transaction - Permission Level: Full
    18. Setup → Custom Body Fields - Permission Level: Full
    19. Setup → Custom Column Fields - Permission Level: Full
    20. Setup → Custom Entity Fields - Permission Level: Full
    21. Setup → Custom Entry Forms - Permission Level: Full
    22. Setup → Custom Fields - Permission Level: Full
    23. Setup → Custom Item - Fields - Permission Level: Full
    24. Setup → Custom Lists - Permission Level: Full
    25. Setup → Custom Record Types - Permission Level: Full
    26. Setup → Custom Sublists - Permission Level: Full
    27. Setup → Custom Subtabs - Permission Level: Full
    28. Setup → Custom Transaction Fields - Permission Level: Full
    29. Setup → Custom Transaction Forms  Permission Level: Full
  4. Click Save

5. Create Access Token

Once the permission has been added to the user. Click:

  1. Setup
  2. Users/Roles
  3. Access Tokens
  4. New

5.1. Select DemandCaster Data Integration to Apply Access Token

  1. From the drop down in the APPLICATION NAME, select the DemandCaster Data Integration created in step 3
  2. From the drop down select the User Account that will be used for the integration.
  3. Enter the Role of the user.
  4. The Token Name will be populated.
  5. Click Save

5.2. Access Token is Created

The Token ID and Token Secret will be generated. Please copy the values for each and forward the information to your DemandCaster setup engineer since this information will not be able to be retrieved.

6. Setting up Temporary User Account for DemandCaster Support Personnel

At times, particularly when there are a number of custom or non standard fields that require integration, having a user account with access to your system will significantly help speed the integration processes. We will be able to search for missing data and quickly modify the scripts to ensure the correct data is flowing into DemandCaster.

DemandCaster personnel would require access only during integration.

Please create a user account with your domain email as demandcaster@_________.com and the following permissions. Role should have the same permissions as those defined in step 4 above plus Documents and Files permission:

  • Setup → Access Token Management
  • Setup → Log in using Access Tokens
  • Setup → User Access Token
  • Setup → SuiteScript
  • Lists → Locations - Permission Level: Full
  • Lists → Items - Permission Level: Full
  • Lists → Departments - Permission Level: Full
  • Lists → Customers - Permission Level: Full
  • Lists → Vendors - Permission Level: Full
  • Lists → Classes - Permission Level: Full
  • Lists → Sales Order - Permission Level: Full
  • Lists → Work Order - Permission Level: Full
  • Lists → Purchase Order - Permission Level: Full
  • Lists → Custom Record Entries - Permission Level: Full
  • Lists → Subsidiaries / Entities - Permission Level: Full
  • Transactions → Find Transaction - Permission Level: Full
  • Setup → Custom Body Fields - Permission Level: Full
  • Setup → Custom Column Fields - Permission Level: Full
  • Setup → Custom Entity Fields - Permission Level: Full
  • Setup → Custom Entry Forms - Permission Level: Full
  • Setup → Custom Fields - Permission Level: Full
  • Setup → Custom Item - Fields - Permission Level: Full
  • Setup → Custom Lists - Permission Level: Full
  • Setup → Custom Record Types - Permission Level: Full
  • Setup → Custom Sublists - Permission Level: Full
  • Setup → Custom Subtabs - Permission Level: Full
  • Setup → Custom Transaction Fields - Permission Level: Full
  • Setup → Custom Transaction Forms  Permission Level: Full
  • Lists → Documents and Files - Full
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