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GeneraL Settings

STEPS TO GET NETSUITE CREDENTIALS

A. Obtaining a NetSuite HOST URL & Account ID
  1. Log in to Netsuite
  2. Navigate to Setup > Company Information
  3. You can find account ID on this window
  4. For Host URL > Go to “Company URLs” subtab.
  5. Get “SUITETALK (SOAP AND REST WEB SERVICES)” URL from here
B. Obtaining a NetSuite HOST URL & Account ID
  1. Log in to your NetSuite account.
  2. Click on Setup > Integrations > Manage Integrations > New
  3. On the resulting page, Name the application that will be integrating with NetSuite (for example, “TM Shopify NetSuite”)
    Make sure “User Credentials” & “Token Based Authentication” both options are checked
  4. Press Save. On the resulting page, Application ID, Consumer Key and Consumer Secret will be generated for the application
  5. Copy Application ID, Consumer Key and Consumer Secret and paste them in TM NetSuite plugin settings.
    Example: Application ID=2A5E28FC-C468-4641-9C99-947FB7082987
C. Obtaining Netsuite Token ID & Token Secret
  1. In NetSuite, navigate to Setup > Users/Roles > Access Tokens > New.
  2. On the Access Tokens page, click New Access Token.
  3. On the Access Token page:
    • Select the Application Name *Note: Make sure that the application is called “TM Shopify NetSuite”. If you don’t see it, please redo the instructions in the first section.
    • Select the User you enabled with Full Access. *Note: Select a user that will always have access.<>
    • Select the Role with Full Access for example “admin” or “administrator”
    • The Token Name is already populated by default with a concatenation of Application Name, User, and Role. You can enter your own name for this token if desired.
  4. Click Save.
    • The confirmation page displays the Token ID and Token Secret. Copy the Token ID and Token Secret and paste them in TM NetSuite plugin settings.
    • eat this section to obtain new values.

Creating Roles onNetSuite:

  1. To create a new Role, go to:
    Setup → User Roles → Manage Roles → New
  2. Enter the name of the Role
  3. In CENTRE TYPE field select ACCOUNTING CENTRE in General settings
  4. Check option DO NOT RESTRICT EMPLOYEE FIELDS in General settings
  5. In SUBSIDIARY RESTRICTIONS check option SELECTED 
  6. In AUTHENTICATION enable option WEB SERVICES ONLY ROLE
  7. In PERMISSIONS Tab
    1.  TRANSACTION Tab give full permission to the below fields
      • Sales Order
      • Item Fulfillment
      • Fulfill Sales Order
    2.  LIST Tab give full permission to the below fields
      • Customers
      • Items
      • Location
      • Promotions
      • Shipping items
      • Currency
    3. SETUP Tab give full permission to the below fields
      • Company information
      • User Access Tokens
      • Integration Application
      • SOAP Web Services
  8. Click Save
Adding A User
  1. To create a new user, go to:
    Lists > Employees > Employees > New
  2. Enter a first and last name
  3. Enter Email Address
    • Note that this is the email address the User will use to access NetSuite.If the user’s supervisor is already in NetSuite, choose them from the Supervisor dropdown. Otherwise, assign supervisors when all employee records are entered.
  4. On the Access tab check Give Access
  5. Enter a password in both fields
  6. From the Role dropdown choose the Role you created earlier.
  7. Click Save
    Credentials will only be saved if they are correct else it will show an error of “Invalid  Login Attempt”.
    Also, there is a button named “Test API Credentials” through which you can check whether the connection is successfully established between Shopify and NetSuite or not.
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