NetSuite

Overview

Setting up NetSuite for MindCloud requires following a set of very specific steps. There are two types of credentials needed:

1. Deployment Credentials. This is a special administrative account that permits MindCloud to deploy its application to your NetSuite instance.

2. Token-Based Authentication (TBA) Credentials. These are the credentials MindCloud uses to access and edit data in NetSuite.

Initial Setup

The first steps are to ensure NetSuite allows us to connect to it, and permits us to install MindCloud’s Suite Application.

1. Go to Setup > Company > Enable Features > SuiteCloud

   1. Ensure the following features are checked:

      1. SOAP Web Services

      2. REST Web Services

      3. Token-Based Authentication

      4. OAuth 2.0

      5. SuiteCloud Development Framework

2. Go to Customization > SuiteBundler > Search & Install Bundles > List

   1. Search for SuiteCloud Development Integration

      1. If not installed, install it with the following steps:

         1. Install the SuiteCloud Development Integration

         2. In the search bar look for the MindCloud User (It shows up as Employee)

Deployment Credentials

You must be a NetSuite administrator to execute this step.

1. In the search bar look for the MindCloud User (It shows up as Employee)

   1. Click on Edit

   2. Scroll down to the Access tab at the bottom

   3. Add the Developer role *

      1. If the Developer role doesn't show up, it can be deactivated, if that happens, go to the roles page and activate it

2. Go to Dashboard > scroll down to Settings > click Manage Access Tokens

   1. Click “New My Access Token”.

   2. Make sure this access token it being created with the Developer role

      1. If the role selector doesn't show up, switch the role on the login screen to the developer one and create the token using it

   3. Set Application Name to SuiteCloud Development Integration

   4. Save

   5. Save the generated tokens in your MindCloud credentials:

      1. Token Id → Deployment Access Token

      2. Token Secret → Deployment Token Secret
         

Token-Based Authentication (TBA) Credentials

1. Get the Realm

   1. Look at the beginning of the URL on NetSuite. This will be your Realm.

      1. Save the realm in your MindCloud credentials:

   Note: If the realm is a sandbox, the “-” is converted to “_” and it has to be all caps (1234-sb1 === 1234_SB1).

2. Go to Setup > Integration > Manage Integrations > New

   1. Name the integration “MindCloud - TBA”

   2. Uncheck every box except Token-Based Authentication

   3. Ensure Token-Based Authentication is checked

   4. Uncheck Authorization Code Grant

   5. Save

   6. Save the generated tokens in your MindCloud credentials:

      1. Consumer Key → Consumer Key

      2. Consumer Secret → Consumer Secret

         
         

3. Go to Setup > User/Roles > Manage Roles

   1. We want to copy an existing role that already has a lot of permissions. Look for a role whose Center Type is “Accounting Center”, that already has many permissions, and click Edit. Do not choose any role that has Customize instead of Edit.

   2. Look for a role that is Accounting Center that is going to have a bunch of accesses already

   3. Change the name to MindCloud - TBA. It is essential that you change the name, otherwise you will be overwriting the role that you are copying.

   4. Make sure that accessible subsidiaries is “all”

   5. Under Permissions, add any additional permissions by category that are needed to accomplish your Workflow goals.

   6. Under Permissions → Setup, ensure the following permissions are also added:

      1. Access Token Management

      2. Log in using Access Tokens

      3. REST Web Services

      4. SuiteScript

      5. User Access Tokens

      6. Record Catalog

   7. Click on the arrow by the side of the save button and click on “save as”. It is important you do not click Save.

      
      

4. Go to Setup > Users/Roles > Manage Users

   1. Create or Edit the user you wish to have execute the MindCloud workflows.

   2. Go to Access → Roles.

   3. Add the MindCloud - TBA role.

      
      

5. Go to Setup > User/Roles > Access Tokens > New

   1. Set the Application Name to MindCloud - TBA.

   2. Set the User to the user picked above.

   3. Set the Role to MindCloud - TBA.

   4. Save

   5. Save the generated tokens in your MindCloud credentials:

      1. Token Id → Access Token

      2. Token Secret → Token Secret

Deployment

You are all set in NetSuite! The next step is to save the credentials in MindCloud, and move to the next Deploy tab. Follow the instructions there to complete your setup.