NetSuite ERP

Prerequisites

• An active Netsuite ERP account from which data is to be ingested exists.

• You are logged in as an Administrator to create a role and user for Hevo and obtain the API credentials.

• Hevo is assigned the required permissions to access your NetSuite ERP data.

• You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

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Obtaining the API Credentials

Hevo uses the Account ID, Consumer Key and Secret, and the Token ID and Secret for authentication on your NetSuite ERP account.

Note: You must log in as an Administrator to perform these steps.

To obtain these credentials, perform the following steps:

Step 1: Enable web services and token-based authentication

You must enable web services and token-based authentication for your NetSuite account, to use the SuiteTalk API and generate the access tokens to authenticate Hevo.

1. Log in to your NetSuite account as an Administrator user.

2. In the Home page, in the NetSuite global search bar, enter page: enable, and click the Page: Enable Features result.

   

3. In the Enable Features page, click SuiteCloud.

4. In the SuiteCloud tab:

   1. In the SuiteTalk (Web Services) section, select the SOAP WEB SERVICES and REST WEB SERVICES check boxes.

      

   2. In the Manage Authentication section, select the TOKEN-BASED AUTHENTICATION check box.

      

5. Click Save.

Step 2: Create an integration record for Hevo

An integration record is required to uniquely identify Hevo in your NetSuite account.

1. In the NetSuite global search bar, enter page: integrations, and click Page: Manage Integrations.

   

2. In the Integrations page, click New, and specify the following settings:

   

   • Name: A unique name for the integration. For example, HEVO.

   • Token-based Authentication: Select this check box to allow Hevo to access your data.

3. Click Save.

4. In the confirmation page that is displayed, from the Consumer key/secret section, copy the consumer key and secret and save them securely like any other password.

You can use these credentials while configuring your Hevo Pipeline.

Step 3: Create a role for Hevo and configure permissions

We recommend that you create a Hevo-specific role and user so that it is easier to assign and manage the permissions required for Hevo to replicate your data.

To do this, perform the following steps:

1. In the NetSuite global search bar, enter page: new role, and click Page: New Role.

   

2. In the Role page, enter a name for the role in the Name field. For example, HevoRole.

3. In the Authentication section, select the WEB SERVICES ONLY ROLE check box.

   

4. In the Role page, under the Permissions section, click on each tab, add the permissions for the role, and click Add. Read Hevo Role Permissions to know about the permissions required for Hevo to access data.

   

5. After permissions for all tabs are added, click Save.

Step 4: Create a Hevo user

1. In the NetSuite global search bar, enter page: new employee, and click Page: New Employees.

   

2. In the Employee page, enter the NAME, EMAIL, SUBSIDIARY, and any other required fields.

3. Scroll down and click the Access tab. In the Access tab, do the following:

   

   1. Select the GIVE ACCESS check box.

   2. Select the MANUALLY ASSIGN OR CHANGE PASSWORD check box to create a password for the Hevo user.

   3. In the Roles section, from the ROLE drop-down, select the Hevo role that you created in Step 3.

   4. Click Add.

4. Click Save.

You have successfully created a user for Hevo.

Step 5: Create an access token

Perform the following steps to create an access token for Hevo:

1. In the NetSuite global search bar, enter page: tokens, and click Page: Access Tokens.

   

2. In the Access Tokens page, click New Access Token.

   

3. In the Access Token page, specify the following details:

   

   • APPLICATION NAME: The integration record that you created in Step 2.

   • USER: The Hevo user that you created in Step 4.

   • ROLE: The Hevo role that you created in Step 3.

   • TOKEN NAME: A name for the token. NetSuite creates a name automatically, although you can create a custom name. For example, HEVO.

4. Click Save.

5. From the confirmation page that is displayed, copy the Token ID and Secret and save them securely like any other password.

You can use these credentials while configuring your Hevo Pipeline.

Step 6: Find your NetSuite account ID and subdomain

Hevo needs your NetSuite account ID and subdomain to identify your account and access the NetSuite data for ingestion.

To obtain these:

1. In the NetSuite global search, enter page: web services and click Page: Web Services Preferences.

2. In the SOAP Web Services Preferences page, from the Primary Information section, copy the Account ID and save it securely like any other password.

   

3. Extract your NetSuite ERP subdomain from your dashboard URL. For example, if your dashboard URL is https://xyz.app.netsuite.com/, the subdomain is xyz.

You can use these credentials while configuring your Hevo Pipeline.

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Configuring Netsuite ERP as a Source

Perform the following steps to configure Netsuite ERP as the Source in your Pipeline:

1. Click PIPELINES in the Navigation Bar.

2. Click + CREATE in the Pipelines List View.

3. In the Select Source Type page, select Netsuite ERP.

4. In the Configure your Netsuite ERP Source page, specify the following:

   

   • Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.

   • Account ID: The unique ID that you obtained from your Netsuite account.

   • Subdomain: The subdomain that you obtained from your Netsuite account URL. For example, in https://53434645-sb1.app.netsuite.com, the subdomain is 53434645-sb1.

   • Consumer Key: The key that you obtained upon creating the integration record for Hevo.

   • Consumer Secret: The consumer secret that you obtained from your Netsuite account upon creating the integration record for Hevo.

   • Token ID: The ID of the access token that you created in your Netsuite account, to allow Hevo to access your data.

   • Token Secret: The secret for the token that you created in your Netsuite account.

   • Historical Sync Duration: The duration for which you want to ingest the existing data from the Source. Default duration: 1 Year.

     Note: If you select All Available Data, Hevo ingests all the data available in your NetSuite ERP account since January 01, 1970.

5. Click TEST & CONTINUE.

6. Proceed to configuring the data ingestion and setting up the Destination.

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