Prepare your NetSuite environment for the Dotdigital integration

Learn to configure your NetSuite environment to allow installation of the Dotdigital integration.

Overview

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.

To learn more about Token Based Authentication in NetSuite, check out 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.
  

  To learn how, check out the article NetSuite integration behaviour.

• You must have at least one customer category enabled when syncing prospects, leads or customer data.
  

  To learn more about Customer categories and how to create them, check out the NetSuite article Customer Category.

Step 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.
   
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.
      
5. Select Save.

Step 2: Create a role to give access to the REST API and 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 > Users/Roles > Manage Roles
   
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 following permissions have been granted as Full:
   
   1. Log in using Access Tokens
   2. REST Web Services
6. Select Save.

Step 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.

Step 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.
   
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
      
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.

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

Next steps

• Integrate NetSuite with Dotdigital