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Integrating Oracle NetSuite

Capabilities​

DataGrail's Oracle NetSuite integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess, Deletion
Identifier CategoriesEmail

Before You Start​

To successfully configure this integration, please ensure you have sufficient privileges:

  • DataGrail User Role: Super Admin, Connections Manager
  • Oracle NetSuite User Role: Admin

Locate NetSuite Account ID​

  1. Log in to Oracle NetSuite.
  2. Identify the subdomain in your browser, test12345 in this example: image

Enable OAuth 2.0​

Follow NetSuite's instructions to Enable the OAuth 2.0 Feature:

  1. Select Setup, Company, and then Enable Features.
  2. Select the SuiteCloud subtab.
  3. In the SuiteScript section, agree to the SuiteCloud Terms of Service for Client SuiteScript and Server SuiteScript.
  4. In the Manage Authentication section, enable OAuth 2.0 and agree to the SuiteCloud Terms of Service.
  5. Select Save.

Create a Custom Role​

  1. Navigate to Setup, Users/Roles, Manage Roles, and then New.
  2. Enter a name for the role and select ALL under Subsidiary Restrictions.
  3. In the Permissions section, configure the following permissions with Edit or Full access:
Required Permissions

The following permissions are required on the role used for this integration.

Setup:

  • Log in using OAuth 2.0 Access Tokens

Transactions:

  • Find Transaction
  • Override Payment Hold
  • Purchase Order
  • Track Time
  • Credit Memo
  • Sales Order
  • Invoice
  • Cash Sale
  • Vendor Bill Approval
  • Bills

Reports:

  • SuiteAnalytics Workbook

Lists:

  • Contacts
  • Customer Profile
  • Customers
  • Employee Record
  • Employees
  • Events
  • Phone Calls
  • Tasks
  • Track Messages
  • Vendors

Setup:

  • REST Web Services
  1. Select Save.

Connect to DataGrail​

Create an Integration​

  1. Navigate to Setup, Integration, Manage Integrations, and then New.
  2. Enter a name for the integration and set STATE to Enabled
  3. Uncheck all options from Token-based Authentication, if any.
  4. Under OAuth 2.0, select the following:
    OAuth 2.0 Configuration
    • CLIENT CREDENTIALS (MACHINE TO MACHINE) GRANT
    • REST WEB SERVICES
    • SUITEANALYTICS CONNECT
    • RESTLETS
  5. Select Save and copy your Consumer Key and Consumer Secret. Store these credentials in a secure, temporary location.

Create Client Credentials Mapping​

  1. Use OpenSSL to generate an SSL Certificate. Store the generated certificate in a secure, temporary location.
openssl req -x509 -newkey rsa:4096 -sha256 -keyout auth-key.pem -out auth-cert.pem -nodes -days 730
  1. Navigate to Setup, Integration, and OAuth 2.0 Client Credentials (M2M) Setup.
  2. Select Create New and configure the the Client Credentials Mapping:
Client Credentials Mapping Configuration
  • ENTITY: Select a user with an administrator role
  • APPLICATION: Select the newly created integration
  • ROLE: Select the newly created role.
  • CERTIFICATE: Upload the newly created auth-cert.pem
  1. Select Save and copy your Certificate ID.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Oracle NetSuite.
  2. Enter the Account ID.
  3. Select Client Credentials Flow.
  4. Enter the Consumer Key and Certificate ID.
  5. For Private Key, copy the contents of the auth-key.pem certificate file.
  6. Select Configure Integration.

Next Steps​

Now that you've successfully connected the integration, check out the following resources:

Troubleshooting​

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details​

The Oracle NetSuite integration uses the NetSuite V1 REST API:
Access TypeSynchronous
Deletion TypeSynchronous

API Documentation​

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.