NetSuite API Integration

Before You Start

1. Please ensure you have Martus and NetsSuite Open
2. In Martus please navigate to Setup > NetsSuite
3. We will be filling out these options as we move along in NetsSuite 

Find Your AccountID and Add To Martus

1. In NetSuite go to Setup > Company Information > AccountID
2. Apply that 'AccountID' to Martus withing Setup > NetsSuite  

Enable Features in 'Suitecloud' in NetSuite

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 Features in 'Analytics' in NetSuite

1. Click the 'Analytics' tab 
2. Turn on 'SuiteAnalytics Workbook' 
3. Click 'Save'

Manage NetSuite Integrations

1. Go to Setup > Integrations > Manage Integrations
2. Click 'New'
3. Name the Integration
4. Check - TOKEN-BASED AUTHORIZATION
5. Uncheck - TBA: AUTHORIZATION FLOW
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 - you need to add these to Martus

   
   

10. Open up Martus

11. Add the 'Consumer Key'

12. Add the 'Consumer Secret'

Verify the Role To Be Used For the New User Has 'REST Web Services' 

1. In NetSuite go to Setup > Users/Roles > Manage Roles
2. Click 'Edit' to the role you want to give to the new user

1. Scroll down in Permissions > Setup > and verify that 'REST Web Services' is set to 'Full'

Create New User in NetSuite and Apply Role

1. Navigate to Lists > Employees > Employees > New
2. Set name as 'Martus' and 'User'
3. Set email to 'support@martussolutions.com'
4. Under 'Classification' make sure to choose the subsidiary that Martus should have access to 
5. Click the 'Access 'subtab
6. Check the 'Give Access box'
7. Set up the users password
8. Select the user's role that you just created and click 'OK'
9. Click Save
   
   

Create Access Token

1. In NetSuite go to Setup > Users/Roles > Access Tokens
2. Click 'New Access Token'

1. Select the user that should have this access
2. Select the role that should be applied to give them the correct access 
3. Click 'Save' and a secret token will pop up for you

DO NOT LEAVE THIS PAGE UNTIL YOU TOKEN ARE ADDED TO MARTUS
open up Martus and add in your Tokens 

Open Martus and Apply Access Token

1. In Martus open Setup > NetSuite
2. Add your Token ID
3. Add your Token Secret
4. Click 'Save' 
5. Once everything is complete please respond to your implementation ticket letting us know everything is set so that we can complete your instance for you!