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.

STEP 1: Add Your NetSuite Account ID to Martus

1. In NetSuite, go to Setup > Company > Company Information and copy the Account ID. NOTE: This ID is case-sensitive!
   
   
   
   
2. In Martus, paste the Account ID in Setup > NetSuite > AccountId.
3. Set the Integration Record in Martus to "Martus Standard Integration Record".
   
   

STEP 2: 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 and OAUTH 2.0.
4. Click Save.
   
   

Select OAUTH 2.0.

STEP 3: Enable NetSuite Features in Analytics

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

STEP 4: Set Manage NetSuite Integration Options

Use the Martus App in SuiteApps.

1. Go to SuiteApps.
2. Search for "Martus".
   
   
3. Click on our app.
4. Click Install. Accept the confirmation popup.
   
   
5. Navigate to Setup > Integrations > Manage Integrations.
6. Verify you see Martus - Production.

STEP 5: Assign a Role to the User

A new Role has been created for you and you need to assign it to a user. Choose the option desired for custom segments.

Option 1: No Custom Segments to be used for Dimensions

A new Role has been created for you in Manage Role called “Martus” . 

Pick a user (typically an admin) and assign this role to them. This will allow you to make the connection in NetSuite to Martus through this role. 

1. Go to Manager > Users
2. Edit the user
3. Click Access
4. Add the role "Martus"

Option 2: Has Custom Segments to be used for Dimensions

A new Role has been created for you in Manage Roles called “Martus” . 

1. Click Customize on that role.
2. Under Permissions > Custom Record, add the Custom Segments you want to use as a dimension with Full Level.

3. Save the Role.

   
   
   

   
   

STEP 6: IN MARTUS (Setup > NetSuite) - Download Public Key

1. Enter the Account ID from step one and click Save.

2. Click Generate Public Key. This certificate will appear in the table:
   
   

   
   

3. Click Download and save the certificate on your computer.

STEP 7: Update NetSuite and Obtain Certificate ID

1. Navigate to Setup > Integration > OAuth 2.0 Client Credentials (M2M) Setup.
2. Click Create New.
3. Select the user/role created in step 4.
4. Import the certificate you downloaded in Step 6 above.
   
   
   
   
5. Copy the Certificate ID from NetSuite.
   
   

   
   
   
   

STEP 8: IN MARTUS - Update Martus with the Certificate ID

1. Navigate to Setup > NetSuite.
2. Paste the Certificate ID from NetSuite into the table in Martus in Certificate ID.
3. Click Save.
   
   
   
   
4. In Advanced Settings, select the certificate from the Current Certificate dropdown.
   
   
   
   
5. Click Save.
6. Click Verify Permissions. If there are any issues, please contact support@martussolutions.com.