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Prepare your NetSuite environment for the Dotdigital integration
Prepare your NetSuite environment for the Dotdigital integration

Configure your NetSuite environment to allow installation of the Dotdigital integration.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

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.

  • 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

  1. Sign in to NetSuite. You must sign in as a user with admin permissions.

  2. From the top menu, go to Setup > Company > Enable Features.

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  3. Select the SuiteCloud tab.

  4. Activate the following features:

    1. Under SuiteTalk (Web Services), select the checkboxes for REST Web Services and REST Record Service (Beta).

    2. Under Manage Authentication, select the checkbox for Token-based Authentication.

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  5. 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.

  1. Sign in to NetSuite. You must sign in as a user with admin permissions.

  2. From the top menu, go to Setup > Users/Roles > Manage Roles.

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  3. Create a role called Dotdigital integration.

    If you already have this role, you can select and edit it.

  4. Select the Permissions tab, then the Setup sub tab.

  5. Ensure the permissions have been granted, see the Permissions table below.

    • Log in using Access Tokens

    • REST Web Services

  6. 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

Setup

Set Up Company

View

Setup

Set Up Web Site

Full

Setup

User Access Tokens

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

Documents and Files

View

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:

  1. Sign in to NetSuite. You must sign in as a user with admin permissions.

  2. From the top menu, go to Setup > Users/Roles > Manage Users.

  3. Select the user you want to use with the integration, then select Edit.

  4. Select the Access tab.

  5. Assign the Dotdigital integration role you created in Step 2 to the user in the Roles sub tab.

  6. Select Save.

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4. Enable Token based Authentication

  1. Sign in to NetSuite. You must sign in as a user with admin permissions.

  2. From the top menu, go to Setup > Integration > Manage Integrations.


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  3. To create the new integration, select New.

  4. Set the Name to Dotdigital TBA.

  5. Set State to Enabled.

  6. You can add a Note and/or Description. This is optional.

  7. In the Token-based Authentication section, enable the following options:

    1. Token-based authentication

    2. TBA: Authorization flow. Set the Callback URL to: https://auth.blendr.io/callback

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  8. Select Save.

  9. 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.

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This completes the configuration set-up in NetSuite and you are ready to install the integration in Dotdigital.


Next steps

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