NetSuite - Integration Setup

Before You Start

Make sure both Martus and NetSuite are available and open. In Martus, navigate to Setup > NetSuite. You'll configure NetSuite and then complete the fields in Martus using the steps below.

Add Your NetSuite Account ID to Martus

1. In NetSuite, go to Setup > Company Information > Account ID and copy the Account ID.
2. Paste the Account ID in Martus in Setup > NetSuite > AccountId.
   
   

Enable NetSuite Features in SuiteCloud

1. In NetSuite, go to Setup > Setup Tasks > Enable Features.
2. Click SuiteCloud.
3. Turn on REST WEB SERVICES and TOKEN-BASED AUTHENTICATION. 
4. Click Save.
   
   

Enable NetSuite Features in Analytics

1. Click Analytics. 
2. Turn on SuiteAnalytics Workbook. 
3. Click Save.

Manage NetSuite Integrations

1. Go to Setup > Integration > Manage Integrations.
2. Click New.
3. Name the Integration 'Martus'.
4. Check - TOKEN-BASED AUTHENTICATION.
5. Uncheck - TBA: AUTHORIZATION FLOW CALLBACK URL.
6. Uncheck- AUTHORIZATION CODE GRANT. 
7. Check - CLIENT CREDENTIALS (MACHINE TO MACHINE) GRANT.
8. Check - REST WEB SERVICES.
9. Click Save.

   
   

   Once you click Save, the Client Credentials will appear, and you can add these to Martus.

   
   

10. Copy the Consumer Key and paste it in Martus in Setup > NetSuite > Consumer Key.

11. Copy the Consumer Secret and paste it in Martus in Setup > NetSuite > Consumer Secret.

Verify the Role for the New User has REST Web Services 

1. In NetSuite go to Setup > Users/Roles > Manage Roles.
2. Typically the admin of Netsuite is the going to be the user who receives the access token. If this is true you will want to edit the role that the admin user currently has. 
3. Click 'Edit' for the role 
4. Scroll down in Permissions > Setup > and verify that REST Web Services is set to 'Full.'

Create Access Token

1. In NetSuite go to Setup > Users/Roles > Access Tokens.
2. Click New Access Token.
3. Select the USER that should have access. (typically the admin user of Netsuite)
4. Select the ROLE that should be applied. 
5. Click SAVE and an ACCESS TOKEN section will appear.
6. IMMEDIATELY copy and paste the TOKEN ID and TOKEN SECRET into Martus as shown in the next step below.
   
   

Add Access Token and Secret in Martus

1. In Martus, go to Setup > NetSuite.
2. Add the TokenID.
3. Add the Token Secret.
4. Click Save.
5. Respond to your implementation ticket letting us know everything is set up so that we can complete your instance for you!