[NetSuite] How do I connect my NetSuite account to ReadyCloud?

We typically recommend most clients connect their Sandbox NetSuite account initially. Once the proper configuration has been completed, you can then connect the Production NetSuite account.

Please complete the following installation steps:

1. Enable SOAP API
   1. Click Setup → Company → Enable Features
   2. Click the SuiteCloud tab
   3. Under SuiteTalk (Web Services) make sure SOAP WEB SERVICES is checked. Accept “Terms of Service” if checking for the first time.
   4. Under Manage Authentication make sure Token-Based Authentication is checked. Accept “Terms of Service” if checking for the first time.
   5. Click Save at the bottom of the page
2. Retrieve ACCOUNT_ID
   1. From the top menu, click Setup → Integration → SOAP Web Services Preferences
   2. Copy ACCOUNT_ID value to ACCOUNT_ID in the RC setup form
3. Create Consumer Key and Consumer Secret
   1. From the top menu, click Setup → Integration → Manage Integrations → New
   2. Create a new integration record. Fill out the Integration form:
      1. Name: RC TBA
      2. State: Enabled
   3. Under Authentication:
      1. User Credentials: unchecked
      2. Token-Based Authentication: checked
      3. TBA: Authorization flow: unchecked
   4. Click Save.
   5. Copy Consumer Key and Consumer Secret in the RC setup form
4. Create new User Role
   1. From the top menu, click Setup → User/Roles → Manage Roles → New
   2. Fill out the form:
      1. Name: RC User Role
   3. Under the permissions tab select:
   4. Permission Level
   5. 1. Transactions → Sales Order → Full
      2. Transactions → Fulfill Orders → Full
      3. Transactions → Item Fulfillment → Full
      4. Transactions → Return Authorization → Full
      5. Transactions → Items List → Full
      6. Transactions → Find Transaction → Full
      7. Setup → SOAP Web Services →Full
      8. Setup → User Access Tokens → Full
      9. Lists --> Subsidiaries
   6. Click Save.
5. Create new Employee
   1. From the top menu, click Lists → Employees → New
   2. Fill out the form with the minimum your company requires. For the email address, please use netsuite@readycloud.com
   3. Click on the Access tab and set up the password based on your companies policies.
   4. Under Roles assign RC User Role. Click Save
6. Generate Token ID and Token Secret
   1. From the top menu, click Setup → User/Roles → Access Tokens → New
   2. Fill out the form:
      1. Application Name: RC TBA
      2. User: RC user created previously
      3. Role: RC User Role
      4. Token Name: (leave unchanged)
   3. Click Save in the top left.
   4. Copy the Token ID and Token Secret in the RC setup form

Common Troubleshooting Tips

If you have successfully connected your NetSuite account and are not yet seeing orders sync into ReadyCloud, please check the following:

• Do the items in the NetSuite orders have inventory?
• Do the items in the NetSuite orders have an assigned unit weight?