Connect/Sync Armatic with your Netsuite Account

Guide to connecting Armatic to Netsuite

1. Enable Token Based Authentication

 

  1. Go to Setup > Company > Setup Tasks > Enable Features.
  2. Click the Suite Cloud subtab.
  3. Scroll down to the SuiteScript section, and check the following boxes: Client SuiteScript.Server SuiteScript.
  4. Click I Agree on the SuiteCloud Terms of Service page.
  5. Scroll down to the Manage Authentication section, and check the Token-based Authentication box. Click I Agree on the SuiteCloud Terms of Service page.
  6. Click Save

 

2. Create a Token Role

 

  1. Global search for page:role, then choose “New Role”
  2. Navigate to Subsidiary Restrictions and add the following permissions:
  3. Accessible Subsidiaries: All
  4. Allow cross-subsidiary record viewing
  5. Navigate to Permissions > Setup  and add the following permissions:
  6. Log in using Access Tokens: Full
  7. Web Services: Full
  8. Deleted Records: Full
  9. CRM Lists: View
  10. Accounting Lists: View
  11. Navigate to Permissions > Lists  and add the following permissions:
  12. Accounts: Full
  13. Contact Roles: Full
  14. Contacts: Full
  15. Currency: View
  16. Customers: Full
  17. Documents and Files: Full
  18. Financial History: View
  19. Items: Full
  20. Locations: View
  21. Notes Tab: Full
  22. Record Custom Field: Full
  23. Subsidiaries: View
  24. Tax Items: Full
  25. Navigate to Permissions > Transactions  and add the following permissions:
  26. Calculate Time: View
  27. Credit Memo: View
  28. Customer Payment: Full
  29. Deposit: View
  30. Find Transaction: Full
  31. Invoice: Full
  32. Timer: View

 

3. Add Token Management Permissions

 

  1. Go to Lists > Employees > Employees.
  2. Click Edit next to the name of the employee you want to assign the token-based authentication role.
  3. Click the Access subtab.
  4. In the Role field, select the token-based authentication role for this employee.
  5. Click Add.
  6. Click Save.

 

4. Create a Integration Record

 

  1. Go to Setup > Integration > Integration Management > Manage Integrations > New
  2. Enter a Name for your application.
  3. Enter a Description, if desired.
  4. The application State is Enabled by default. (The other option available for selection is Blocked.)
  5. Enter a Note, if desired.
  6. Check the Token-based Authentication box on the Authentication subtab 
  7. Click Save.
  8. The confirmation page displays the Consumer Key and Consumer Secret for this application. Copy/paste them into corresponding fields in Armatic NetSuite connection dialog

 

5. Create Access Tokens

 

  1. Global search for page: tokens
  2. New Access Token
  3. Select the application and role we created earlier, then press save.
  4. Copy/paste the token ID and token secret and paste them into corresponding fields in Armatic NetSuite connection dialog

 

6. Get Account ID 

 

  1. Go to Setup -> Integration -> Web Services Preferences
  2. Copy the "Account ID",
  3. You will also need your "Consumer Key", "Consumer Secret", "Token ID" and "Token Secret" from NetSuite

6. Connect NetSuite to your Armatic Account

  1. Log into Armatic.
  2. Go to Account->Accounting
  3. Select "Connect" to Netsuite
  4. Paste your NetSuite "Account ID", "Consumer Key", "Consumer Secret", "Token ID" and "Token Secret" it into the corresponding field in Armatic NetSuite connection dialog
  5. (optional) If your NetSuite Account "Domain" is not "system.na1.netsuite.com" Enter the your NetSuite Account Domain (i.e. system.na2.netsuite.com) into the Armatic NetSuite connection dialog
  6. Click "Connect"

 

Netsuite Connection