Goal:
Setting up credentials for Procurify to NetSuite bill sync.
The following article is part of connecting NetSuite to Procurify for Bill Sync and does not apply to NetSuite Purchase Order and Item Receipt Sync. For more, see NetSuite Integration Overview.
Before you Begin
Setting up the NetSuite Bills integrations requires credentials to be created in NetSuite. The following steps can only be completed by a NetSuite administrator. We recommend your NetSuite consultant complete this task.
Important: If you want to add a bill sync to your NetSuite purchase order integration, please get in touch with a Procurify Representative to ensure that it is correctly set up. Please also see Can I sync both Purchase Orders and Bills to NetSuite?
Enabling Features
Feature: Login using Access Token
In NetSuite, navigate to Setup → Company → Enable Features → Click the SuiteCloud subtab.
Under the Manage Authentication section, check the TOKEN-BASED AUTHENTICATION.
Note: Client SuiteScript and Server SuiteScript must also be enabled to use token-based authentication with RESTlets.
Feature: SOAP Web Services
In NetSuite, navigate to Setup → Company → Enable Features → Click the SuiteCloud subtab
Under Suite Talk (Web Services), check SOAP WEB SERVICES.
Feature: REST Web Services
In NetSuite, navigate to Setup → Company → Enable Features → Click the SuiteCloud subtab
Under Suite Talk (Web Services), check REST WEB SERVICES.
Creating the Integration in NetSuite
Login into NetSuite as an Administrator or a role with access to creating Integrations.
Navigate to Setup → Integration, → Manage Integration and finally, click on New.
Name the integration. We recommend naming it 'Procurify Bills Integration’. Ensure that :
Token-Based Authentication is checked.
TBA: Issue Token Endpoint is unchecked.
TBA: Authorization Flow is unchecked.
User credentials are unchecked.
Authorization Code Grant is unchecked.
Click Save. This will generate Credentials that are only shown once. Write these down somewhere safe, as these will be entered in the Setting up the integration in Procurify steps below.
Creating the User and the Role
The second set of credentials required is called a User Access Token, which requires both a User and a set of Rules or permissions. This articles presumes that you already have created a User or will reuse an existing user (as is usually the case).
5a. To create the correct Role or permission set for this integration, navigate to the Setup → Users/Roles → Manage Roles → New page.
5b. Type in Name: Procurify Integrations. Ensure that you have selected the Accounting Center for the Center Type dropdown. Select the User Subsidiary option for accessible subsidiaries.
NOTE: if you intend to use Procurify to map Bills to NetSuite subsidiaries based on a custom field value (for example), then select 'ALL' under Subsidiary Restrictions as seen in the image below.
5c. In the Permissions → Transactions panel, type in Bills, set the Level to Create, and click Add. Repeat this step for Purchase Order.
5d. In the Reports panel, add the SuiteAnalytics Workbook permission.
5e. In the Lists Panel, add the following permissions:
Accounts,
Classes,
Currency,
Custom Record Entries,
Customers, Departments,
Employees, Items, Locations,
Subsidiaries, and
Vendors.
Set all Levels to View. Note: You may need to add Projects with a View level if you intend to use it in your mapping.
5g. In the Setup Panel, add
Log in using Access Token,
REST Web Services,
Custom Body Fields,
Custom Fields, and
User Access Tokens.
Set all Levels to Full except for Custom Body fields and Custom Fields which should be set to View.
5f. Click Save at the bottom of the page.
5g. In the Setup → Users/Roles → Manage Users page, edit the user who will be tied to the role we created.
Add the role in the Access → Roles section at the bottom and Save.
Creating the User Access Token
6a. Navigate to the Setup → Users/Roles → Access Tokens → New
6b. Select the Application, User, and Role created above and name the Token as applicable.
6c. Once you press Save, NetSuite will generate Token Credentials. Ensure to copy these somewhere safe so you can reference them later.
Retrieving your NetSuite Account ID
7. In Setup → Company → Company Information, Locate and copy the Account ID in the bottom right.
Setting up the integration in Procurify
You must be logged in as a Superuser or a user with custom permissions to Integration Settings
In Procurify, navigate to the Settings → Integrations page
Click Set Up under NetSuite
Enter NetSuite Account ID
Enter the Client ID and Client Secret created for the integration.
Enter your NetSuite Access credentials.
Click the Connect to NetSuite
Success! You have set up the NetSuite Bills Integration in Procurify.
Additional Information:
Netsuite’s Token Key and Token Secret need to be regenerated in sandbox after a sandbox refresh. The integration will need to be deleted and new tokens entered. For more information, see NetSuite Documentation on Token-based Authentication Credentials and Accounts