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NetSuite Connector

Guide to Connecting NetSuite to Savant

Updated this week

Welcome to the NetSuite Connector setup guide! This document provides a step-by-step guide for configuring NetSuite SuiteAnalytics and NetSuite Token-Based Authentication (TBA) to integrate seamlessly with Savant.

Features

  • Read data from NetSuite SuiteAnalytics.

Requirements

To establish a connection between Savant and NetSuite, ensure you meet the following prerequisites:

  • NetSuite administrative account with access to enable features and manage roles.

  • Necessary permissions for SuiteAnalytics Connect or Token-Based Authentication.

  • Whitelisted Savant IP addresses (if required by your NetSuite setup).

Connection Methods

Savant supports two secure authentication methods for NetSuite:

  1. SuiteAnalytics Connect

  2. Token-Based Authentication (TBA)

This guide provides a step-by-step approach to setting up both methods.

SuiteAnalytics Connect Setup

Step 1: Enable SuiteAnalytics Connect

  1. Log in to your NetSuite account as an administrator.

  2. Navigate to:
    ​Setup > Company > Enable Features

  3. Click on the Analytics tab.

  4. Check the box for SuiteAnalytics Connect.

    • If this option is unavailable, contact NetSuite Customer Support or your Account Manager to provision this feature.

Step 2: Gather Required Details

Once SuiteAnalytics Connect is enabled, provide the following details in Savant:

  • Account ID: The Account ID of your SuiteAnalytics application.

  • Role: The Role ID associated with the SuiteAnalytics user.

  • Username: The SuiteAnalytics user account name.

  • Password: The password for the SuiteAnalytics user account.

Step 3: Connect NetSuite to Savant

  1. Navigate to Savant > Systems and click Add System.

  2. Select the NetSuite SuiteAnalytics connector and click Next.

  3. Enter the Account ID, Role ID, Username, and Password.

  4. Click Authenticate, then Confirm.


Token-Based Authentication (TBA) Setup

  • For connection with NetSuiteAnalytics access enabled, use NetSuite Connector where as for connection without NetSuiteAnalytics access enabled, use NetSuiteTalk Connector in Savant

Step 1: Enable Token-Based Authentication

  1. Log in to NetSuite as an Administrator.

  2. Navigate to Setup followed by Company and go to Enable Features.

  3. Under Analytics Tab check the option for SuiteAnalytics WorkBook

  4. Under SuiteCloud ensure that the following options are checked.

    • Custom Records under Suite Builder

    • SOAP Web Services under SuiteTalk Web Services

    • REST Web Services under SuiteTalk Web Services

    • Token Based Authentication under Manage Authentication

  5. Click Save

Step 2: Create an Integration

  1. Navigate to Setup > Integration > Manage Integrations.

  2. Click New and create an integration record.

  3. Enable Token-Based Authentication for the integration.

  4. Once created, note the following details:

    • Consumer Key (OAuthClientId)

    • Consumer Secret (OAuthClientSecret)

Step 3: Create a Token Role

  1. Navigate to Setup > User/Roles > Manage Roles.

  2. Create a new role (or edit an existing one).

  3. Under Permissions ensure the role has access to

    Reports

    • SuiteAnalytics WorkBook : Edit

    Setup

    • Access Token Management: Full

    • Custom Record Types : Full

    • Log in using Access Token Management : Full

    • REST Web Services : Full

    • SOAP Web Services : Full

    • Setup SOAP Web Services : Full

    • User Access Token: Full

  4. Click Save.

Step 4: Assign the Role to a User

  1. Navigate to:
    ​Lists > Employees > Employees.

  2. Select an employee.

  3. Under Access > Roles, assign the role created in the previous step.

  4. Click Save.

Step 5: Generate an Access Token

  1. Navigate to:
    ​Setup > User/Roles > Access Tokens.

  2. Click New Access Token.

  3. Select:

    • Application Name: Choose the integration created earlier.

    • User: The user assigned with the role.

    • Role: The role configured in Step 3.

  4. Click Save and note the following details:

    • Token ID (OAuthAccessToken)

    • Token Secret (OAuthAccessTokenSecret)

Step 6: Connect NetSuite to Savant

  1. Navigate to Savant > Systems and click Add System.

  2. Select the NetSuite Token-Based Authentication connector and click Next.

  3. Enter the following credentials:

    • Account ID

    • Client ID (Consumer Key)

    • Client Secret (Consumer Secret)

    • Access Token (Token ID)

    • Access Token Secret (Token Secret)

  4. Click Authenticate, then Confirm.

Troubleshooting

If you encounter issues while setting up the NetSuite connector, consider the following:

  • Authentication fails:

    • Ensure that the Client ID, Secret, Access Token, and Token Secret are entered correctly.

    • Verify that you are using the correct credentials for SuiteAnalytics Connect or Token-Based Authentication.

  • SuiteAnalytics Connect is not available:

    • The feature may not be provisioned for your account. Contact NetSuite Customer Support or your Account Manager to enable it.

  • Access Token creation fails:

    • Ensure that the assigned role has User Access Token: Full, Access Token Management: Full, and Web Services: Full permissions.

  • Connection timeout or failure:

    • Check if your NetSuite instance requires IP whitelisting. If so, ensure that Savant’s IP addresses are added.

  • API permission issues:

    • Verify that the assigned role has access to the required API permissions.

  • Integration setup is incomplete:

    • Confirm that you have created an integration record, assigned the required permissions, and generated an Access Token properly.

If problems persist, contact Savant Support via Community Forum or Chat Support.

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