Netsuite

To connect to Netsuite, Groove.id needs to know your Account ID, a Consumer Key and Consumer Secret, and a Token ID and Token Secret.

The following procedure will perform the following steps:

1. Determine Account ID
2. Create a Groove.id Integration (produces Consumer Key and Consumer Secret)
3. Create a Role for us to use, and assign it to a User
4. Create an Access Token for us to use (Token ID and Token Secret)

As you collect these values, paste them in to a new Netsuite app in Groove.id.

Determining your Account ID

Follow the following steps to determine your Account ID

1. Log in to netsuite, navigate to Setup > Integration > SOAP Web Services Preferences.

   

2. Locate Account ID and copy that value to Groove.id

   

Enable account features

We need to ensure that the features we use are enabled in your account. To do this:

1. Navigate to Setup > Company > Enable features

   

2. Navigate to the SuiteCloud tab.

3. In the SuiteTalk (Web Services) section ensure that REST Web Services is checked.

4. In the Manage Authentication section ensure that Token-based authentication is checked.

   

5. If you changed anything, press Save to apply your changes.

Create an integration

An integration defines the relationship between a third-party and your Netsuite instance which is described by Consumer Key and Consumer Secret. Use the following steps to create an integration:

1. Navigate to Setup > Integration > Manage integrations > New

   

2. Enter Groove.id for Name.

3. Ensure that State is Enabled.

4. Ensure that Token-based authentication is enabled.

Uncheck TBA: Authorization flow and Authorization Code Grant, if they are checked.

1. Press Save.

2. A box labeled Client Credentials appears.

   

   Copy the Consumer Key and Consumer Secret to Groove.id.

Create a Role for Groove.id

A role defines what access we’ll have to your Netsuite instance. To create a role:

1. Navigate to Setup > Users/Roles > Manage Roles > New

   

2. Provide Groove.id for the name of the role.

3. Navigate to Permissions > Lists and add the following permissions

   Permission	Level
   Departments	View
   Employee Record	Full
   Employees	Full
   Perform Search	Full

   

4. Navigate to the Setup tab and add the following permissions:

   Permission	Level
   Log in using Access Tokens	Full
   Manage Users	Full
   REST Web Services	Full
   Users & Passwords	Full

   

5. Press Save to create the role.

Assign the Groove.id role to a User.

We must now choose a user to assign our new role to. Ideally, you would create a dedicated user that is only for the Groove.id integration, but that may incur license costs for you. You can also attach the role to a user that is unlikely to be deleted.

1. Navigate to Setup > Users/Roles > Manage Users

   

2. Select the user account you’ve chosen or created.

3. In the Access tab, add the Groove.id role to the user.

   

4. Press Save.

Create an Access Token

Finally, we can create an access token for our combination of integration, user and role. This will provide Token ID and Token Secret.

1. Navigate to Setup > Users/Roles > Access Tokens > New.

1. For Application Name choose Groove.id.

2. For User choose the user your assigned a role to in the previous step.

3. For Role choose Groove.id.

4. Press Save

   

5. Copy the values Token ID and Token Secret to the Groove.id console.

   

Checking the connection

In the Groove.id console, press Connect and ensure that the connection is working.

Congradulations, your connection to Netsuite is now working.