Open The Order Exchange application, go to Accounting Settings and select the Accounting System “Netsuite”
Follow these instructions to obtain the connection information.
Open Netsuite as an administrator.
Note the two factor authentication code which will be sending to the authorized person.
Ensure Token based authentication is on
Setup > Company > Enable Features
Select Suite Cloud tab and under Manage Authentication enable Token-Based Authentication.
Add a new integration
Go to Setup > Integration > Manage Integration > New
Create a new integration with the following details.
Name – TheOrderExchange
Description – TheOrderExchange
Enable Token-Based Authentication.
This generates the application ID as well as the consumer key and secret that need to go into the connection screen
The application ID appears here can be used. This application ID is entered in the Accounting System Settings application ID field.
Set WebService preferences
Go to Setup > Integration >Web Services Preferences
Copy the Account ID
To get the Role ID, Select the username from the drop-down list in the lower region of the screen
Select the corresponding Role associated with the user account.
If the role or user is not created yet see the next 2 sections.
Copy the ID and this is the Role ID
Create a Role
Go to Setup > Users/Roles > Manage Roles > New
Under permission tab add all the permission required.
MAKE SURE THE ROLE HAS
- THE APPROPRIATE SUBSIDARY SELECTED
- ALLOW CROSS-SUBSIDIARY RECORD VIEWING
It may take 10 mins to take affect.
Assign Role to user
Assign the Role to the desired user. Go to Lists > Employees > Employees
Select the employee and select Edit
Go to the Access tab and Roles subtab.
Select the required roles.
(Administrator and The Order Exchange API Role)
Create Token IDs
On the confirmation screen, note the Application ID, Consumer Key and Consumer Secret.
Copy these values temporarily to a text editor for future reference
Create a new Access Token. Go to Setup > Users/Roles > Access Tokens > New.
Select the Integration record, User, and Role created or referenced in the previous steps.
On the confirmation screen, note the Token ID and Token Secret. Copy these values temporarily to a text editor for future reference
NOTE the role may take several hours to process in the background before it is ready