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.'

OAUTH 2.0 Client Credentials (M2M) Setup

• NetSuite uses the terms M2 or M2M to refer to the new authentication method we are using

• NetSuite has other OAuth 2.0 methods other than M2M.  For example, you can do a jump out like Martus uses with the QBO integration.

• Troubleshooting: If NetSuite does not have the menu option Setup > Integration > OAuth 2.0 Client Credentials (M2M) Setup

  • A step was missed above

  • Go to Setup > Company > Enable Features

  • Click on the SuiteCloud tab

  • Under Manage Authentication, select OAuth 2.0 and save

Steps 1-13 should be completed by any Martus admin (who should also be a NetSuite admin). Step 14 must be completed by a Martus Super Admin.

1. In Martus, on the Setup/NetSuite page, paste the AccountId and Consumer Key (that was created and saved when you set up your Integration)

2. Click Save

3. Click Generate Public Key

4. A certificate will now appear in the table

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5. Click download (save the file anywhere, just somewhere accessible)

6. Go back to Netsuite

7. Setup > Integration > OAuth 2.0 Client Credentials (M2M) Setup

8. Click Create New

9. Select the Application (Integration) whose consumer key you pasted in Martus and the appropriate role and entity.

10. Import the certificate you downloaded above

11. Copy the Certificate Id from Netsuite

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12. Go back to Martus

13. Paste the certificate Id into the table

14. Click Save

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15. In Advanced Settings, select the certificate as the current certificate (Martus Support will have to perform this step)

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16. Click Save in Advanced Settings