The NetSuite integration uses NetSuite’s REST API to interact with Dotdigital. To authorise the calls, it uses NetSuite’s Token Based Authentication. The steps in this article guide you through how to set these up.
Learn more about Token Based Authentication in NetSuite in their support documentation.
Before you start
Things you need to know:
You must complete the steps below prior to configuring the integration within Dotdigital.
You need admin permissions for NetSuite to complete these steps.
You must understand the behaviour of the NetSuite integration for each of the data types it syncs.
Learn more in NetSuite integration behaviour.
You must have at least one customer category enabled when syncing prospects, leads or customer data.
Learn more about Customer categories and how to create them in the NetSuite article Customer Category.
1. Enable the REST API features
Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Company > Enable Features.
Select the SuiteCloud tab.
Activate the following features:
Under SuiteTalk (Web Services), select the checkboxes for REST Web Services and REST Record Service (Beta).
Under Manage Authentication, select the checkbox for Token-based Authentication.
Select Save.
2. Create a role to give access to the REST API and Token Based Authentication
Note: Setting up a role is optional, you can simply use an administrator user when asked to authenticate during the integration setup.
Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Users/Roles > Manage Roles.
Create a role called Dotdigital integration.
If you already have this role, you can select and edit it.
Select the Permissions tab, then the Setup sub tab.
Ensure the permissions have been granted, see the Permissions table below.
Log in using Access Tokens
REST Web Services
Select Save.
Permissions table
Category | Permission | Access level |
Setup | Accounting Lists | View |
Setup | Customer Status | Full |
Setup | Custom Fields | View |
Setup | Custom Body Fields | View |
Setup | Custom Entity Fields | View |
Setup | Custom Record Types | View |
Setup | Custom Column Fields | View |
Setup | Custom Item Fields | View |
Setup | Custom Lists | View |
Setup | Custom Transaction Fields | View |
Setup | Deleted Records | View |
Setup | Log in using Access Tokens | Full |
Setup | REST Web Services | Full |
Reports | SuiteAnalytics Workbook | Edit |
Lists | Subsidiaries | Full |
Lists | Contacts | Full |
Lists | Currency
Note: multi-currency feature must be enabled in NetSuite, even if only using a single currency, otherwise the permission is hidden | Edit |
Lists | Customers | Full |
Lists | Entity-Subsidiary relationship View | Full |
Lists | Items | Full |
Lists | Locations | View |
Lists | Record Custom Field | Full |
Lists | Payment Methods | Full |
Lists | Shipping Items | Full |
Lists | Perform search | Full |
Transactions | Customer Deposit | Full |
Transactions | Customer Payment | Full |
Transactions | Customer Refund | Full |
Transactions | Find Transaction | Full |
Transactions | Sales Order | Full |
3. Assign the role to a NetSuite user for the integration to use
To make use of the integration, you will need a NetSuite user with the correct permission level to access and update all the data you want to sync with Dotdigital, such as:
Items
Contacts
Customers
Prospects
Leads
You can either create a new user, or use an existing one with sufficient permissions. You will need to grant the Dotdigital integration role to your chosen NetSuite user in order to allow it to be used by the integration.
To do this:
Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Users/Roles > Manage Users.
Select the user you want to use with the integration, then select Edit.
Select the Access tab.
Assign the Dotdigital integration role you created in Step 2 to the user in the Roles sub tab.
Select Save.
4. Enable Token based Authentication
Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Integration > Manage Integrations.
To create the new integration, select New.
Set the Name to Dotdigital TBA.
Set State to Enabled.
You can add a Note and/or Description. This is optional.
In the Token-based Authentication section, enable the following options:
Token-based authentication
TBA: Authorization flow. Set the Callback URL to: https://auth.blendr.io/callback
Select Save.
The Client Credentials section displays the consumer key and secret. Note these down as you will need them during the integration setup.
Client credentials
You must note these down and keep them securely as they are only displayed once.
This completes the configuration set-up in NetSuite and you are ready to install the integration in Dotdigital.
Next steps