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Netsuite Update March 2019 NETSUITE NetSuite Update: Start Here Step 1: Log into NetSuite Step 2: Install SPS Commerce Integration Step 3: Validate User Setup Step 4: Generate A NetSuite Token Step 5: Get Token Details 2 3 5 8 10 12

Netsuite Update - Amazon S3€¦ · 3. Search for SPS Commerce Fulfillment for NetSuite using the Keywords box. Then click Search. The bundle ID is: 269019. If the bundle is installed,

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Page 1: Netsuite Update - Amazon S3€¦ · 3. Search for SPS Commerce Fulfillment for NetSuite using the Keywords box. Then click Search. The bundle ID is: 269019. If the bundle is installed,

Netsuite UpdateMarch 2019

NETSU

ITENetSuite Update: Start Here

Step 1: Log into NetSuite

Step 2: Install SPS Commerce Integration

Step 3: Validate User Setup

Step 4: Generate A NetSuite Token

Step 5: Get Token Details

2

3

5

8

10

12

Page 2: Netsuite Update - Amazon S3€¦ · 3. Search for SPS Commerce Fulfillment for NetSuite using the Keywords box. Then click Search. The bundle ID is: 269019. If the bundle is installed,

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NetSuite Update: Start HereYou are receiving this communication because you will need to update your Token Based Authentication in NetSuite. This guide will walk you though completing this task.

If you have any questions while completing the steps, please reach out to the SPS Commerce Support Team.

1. To start the process, sign in to Commerce Platform at commerce.spscommerce.com.2. Click the Integration Connectors Setup tile. If you do not have access to Commerce Platform

or access to the Integration Connectors Setup Tile, contact SPS Commerce Support.

3. You will see all of your Available Connectors. Click the NetSuite tile.

4. This will bring you to the five steps for TBA setup. Continue to the following pages for detailed instructions on how to complete these five steps.

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Step 1: Log into NetSuite1. Log into NetSuite with a User that has an Administrator Role assigned to it.

2. Ensure Token Based that Token Based Authentication is set up on your account. To do this, click Setup arrow-right Company arrow-right Enable Features.

3. A new screen will open. Click on the SuiteCloud tab.

4. Scroll down to Manage Authentication, then check the box next to Token Based Authentication.

Page 4: Netsuite Update - Amazon S3€¦ · 3. Search for SPS Commerce Fulfillment for NetSuite using the Keywords box. Then click Search. The bundle ID is: 269019. If the bundle is installed,

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Step 1: Log into NetSuite5. The Terms of Service Agreement will open up in a new window. Read the Terms of Service and

click I Agree at the bottom of the screen.

6. This window will close, and the Token-Based Authentication box will be checked.

7. Don’t forget! Click Save in the bottom left corner of the screen. Then continue to the next page.

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Step 2: Install SPS Commerce Integration

To ensure that the SPS Commerce Fulfillment for NetSuite bundle is installed, search the bundles following the steps below.

1. Click Customization arrow-right SuiteBundler arrow-right Search & Install Bundles arrow-right List.

2. Click New to open the Search page.

Page 6: Netsuite Update - Amazon S3€¦ · 3. Search for SPS Commerce Fulfillment for NetSuite using the Keywords box. Then click Search. The bundle ID is: 269019. If the bundle is installed,

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Step 2: Install SPS Commerce Integration

3. Search for SPS Commerce Fulfillment for NetSuite using the Keywords box. Then click Search. The bundle ID is: 269019.

If the bundle is installed, skip to page 8. If the bundle is NOT installed, install it following the steps below. The version you see may be different than the version shown here. The bundle ID must be correct.

1. Click into the SPS Commerce Fulfillment for NetSuite bundle, then click Install.

2. A pop up will appear, asking if you want to proceed. Click OK and wait for the bundle to install. To see if it has been installed, you must click the Refresh button at the top of the screen.

Please note this can take up to 15 minutes to complete. If you continue to experience issues installing the bundle, please open a NetSuite Support ticket. SPS Commerce is unable to assist with this issue.

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Step 2: Install SPS Commerce Integration

When the bundle has successfully installed, you will see a green check mark in the Status column. You can now continue to the next page.

If you have issues finding the bundle, contact SPS Commerce Support.

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Step 3: Validate User Setup

Ensure that a user has the SPS Commerce Automation Role assigned. This should be the same User that has the SPS Web Service Custom Role.

If your previous role restricted subsidiary access, you must add the same restrictions to the Automation Role.

If your previous role allowed cross-subsidary record viewing, you must also check the box in the Automation Role. If you do not see this box, no action is needed.

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Step 3: Validate User Setup

Navigate to the Employee Record for the SPS User. Then scroll to the bottom of the screen and click the Access tab. Click the box next to GIVE ACCESS, then click Save at the bottom left corner of the screen.

Page 10: Netsuite Update - Amazon S3€¦ · 3. Search for SPS Commerce Fulfillment for NetSuite using the Keywords box. Then click Search. The bundle ID is: 269019. If the bundle is installed,

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Step 4: Generate a NetSuite Token

1. To generate an access token, click Setup arrow-right Users/Roles arrow-right Access Tokens arrow-right New.

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Step 4: Generate a NetSuite Token

2. On the resulting screen, enter the following information:• APPLICATION NAME - SPS Commerce

Fulfillment • USER - Choose the user you selected in

Step 3. • ROLE - SPS Commerce Automation • TOKEN NAME - Your Token Name will

generate automatically. We recommend that you do not make any changes to the generated token name to ensure that all information is present.

3. Click Save.

4. You will see a green confirmation page indicating that the Access Token was successfully Saved. The TOKEN ID and TOKEN SECRET are found at the bottom of the page.

DO NOT NAVIGATE AWAY FROM THIS PAGE — This page is the only time you will see your Token ID and Token Secret. To keep information secure, do not save or email the Token.

5. Continue to the final steps on the next page.

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Step 5: Get Token Details

1. Gather your NetSuite Token Information. 2. Copy and paste the Token Id and the Token Secret into the appropriate fields in the window for

Step 5. 3. Click Save & Continue.

Congratulations! You have successfully set up your Token Based Authentication!