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
- In NetSuite, go to Setup > Company Information > Account ID and copy the Account ID.
- Paste the Account ID in Martus in Setup > NetSuite > AccountId.
Enable NetSuite Features in SuiteCloud
- In NetSuite, go to Setup > Setup Tasks > Enable Features.
- Click SuiteCloud.
- Turn on REST WEB SERVICES and TOKEN-BASED AUTHENTICATION.
- Click Save.
Enable NetSuite Features in Analytics
- Click Analytics.
- Turn on SuiteAnalytics Workbook.
- Click Save.
Manage NetSuite Integrations
- Go to Setup > Integration > Manage Integrations.
- Click New.
- Name the Integration 'Martus'.
- Check - TOKEN-BASED AUTHENTICATION.
- Uncheck - TBA: AUTHORIZATION FLOW CALLBACK URL.
- Uncheck- AUTHORIZATION CODE GRANT.
- Check - CLIENT CREDENTIALS (MACHINE TO MACHINE) GRANT.
- Check - REST WEB SERVICES.
- Click Save.
Once you click Save, the Client Credentials will appear, and you can add these to Martus.
Copy the Consumer Key and paste it in Martus in Setup > NetSuite > Consumer Key.
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
- In NetSuite go to Setup > Users/Roles > Manage Roles.
- Click Edit on the role you want to give to the new user.
- Scroll down in Permissions > Setup > and verify that REST Web Services is set to Full.
Create the New User in NetSuite and Apply Role
- Navigate to Lists > Employees > Employees > New.
- Enter NAME as 'Martus' and 'User'.
- Enter EMAIL as 'support@martussolutions.com'.
- Under Classification make sure to choose the subsidiary that Martus should have access to
- Click the 'Access 'subtab.
- Check GIVE ACCESS.
- Set up the user's PASSWORD.
- Select the user's ROLE that you just created and click ADD.
- Click Save.
Create Access Token
- In NetSuite go to Setup > Users/Roles > Access Tokens.
- Click New Access Token.
- Select the USER that should have access.
- Select the ROLE that should be applied.
- Click SAVE and an ACCESS TOKEN section will appear.
- 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
- In Martus, go to Setup > NetSuite.
- Add the TokenID.
- Add the Token Secret.
- Click Save.
- Respond to your implementation ticket letting us know everything is set up so that we can complete your instance for you!
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