Goal:
To obtain CONSUMER_KEY, CONSUMER_SECRET, TOKEN_ID and TOKEN_SECRET with the correct permissions enabled for Trovata to begin pulling the necessary data from Netsuite. Once you have obtained the necessary keys, please use the form located at the end of this document to submit your credentials to Trovata using the in-product chat feature.
Feature Enablement in Netsuite
Enable REST Web Services Feature
Go to Setup > Company > Setup Tasks > Enable Features, in the SuiteTalk (Web Services) section, on the SuiteCloud subtab. To use the feature, you must accept the SuiteCloud Terms of Service.
Enable TOKEN-BASED AUTHENTICATION
Go to Setup > Company > Setup Tasks > Enable Features, on the Manage
Authentication subtab.
Enable SuiteAnalytics Workbook feature
Go to Setup > Company > Setup Tasks > Enable Features, on the Analytics subtab.
Role Creation
Go to Setup >User/Roles > Manage Roles
You need to add a user who can access this role before creating an access token
Set as:
1. General
CUSTOM/STANDARD
- Custom
CENTER TYPE
- +Custom Vendor Center
EMPLOYEE RESTRICTIONS
- none - no default
2. Subsidiary Restrictions
- ACCESSIBLE SUBSIDIARIES - ALL
Permissions: Allow permission to these fields, so the API can fetch all of the
necessary data.
Go to Setup > Integration > Integration Management > Manage Integrations > New
Settings:
● STATE - Enabled
● Check Token-based Authentication> TOKEN-BASED AUTHENTICATION
● Check User Credentials > USER CREDENTIALS
Obtain CONSUMER_KEY AND CONSUMER_SECRET
Create Access Token
Go to Setup > User/roles > Access Tokens
Settings:
● Application name = Select application from drop down
● User = Select user from drop down
● Role = Select role from drop down
Obtain TOKEN_ID AND TOKEN_SECRET
Submit information to Trovata via the in-product chat for scheduling