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.

Choosing a User

You must choose which user account will be used to connect to netsuite with. You can either create a new user account, or choose an existing user account. We will refer to this user in the guide as the MindCloud User.

Throughout this guide, we will refer to a MindCloud User.

a. If you choose to create a new user:

1. Go to Setup > Users/Roles, and create a new user.

b. Otherwise, go to Setup > Users/Roles > Users > List to find your current user.

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

Deployment Credentials

You must be a NetSuite administrator to execute this step.

1. Go to Setup > Users/Roles, go into the users list and find the chosen MindCloud User.

   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. Log in as the MindCloud user account, and choose the Developer Role.

   1. If you newly added the Developer Role, you may need to log out and back in for it to show up.

3. Go to Dashboard (the Home icon) > scroll down to Settings > click Manage Access Tokens

   1. Click “New My Access Token”.

   2. Set Application Name to SuiteCloud Development Integration

   3. Save

   4. 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

You must log back in as a NetSuite administrator to execute this step.

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. Save

   5. 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. 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.

   3. Make sure that accessible subsidiaries is “all”

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

   5. 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

   6. 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.