Enable the OAuth 2.0 Feature

Before you can begin using OAuth 2.0 in your account, you must enable the feature.

To enable OAuth 2.0 feature:

1. Go to Setup > Company > Enable Features.

2. In the Suite cloud-> SuiteScript section, check the following boxes:

   • Client SuiteScript. Click I Agree on the SuiteCloud Terms of Service page.

   • Server SuiteScript. Click I Agree on the SuiteCloud Terms of Service page.

3. In the Manage Authentication section, check the OAuth 2.0 box. Click I Agree on the SuiteCloud Terms of Service page.

4. Click Save.
   
   

After you have enabled the OAuth 2.0 feature:

Set Up OAuth 2.0 Roles and Permissions

Create a role

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

2. You can name the role as zluri-integration-role

3. Make sure you select All under Subsidiary Restrictions > ACCESSIBLE SUBSIDIARIES

4. Under Authentication, Check WEB SERVICES ONLY ROLE.

5. Assign following permissions.
   

Assign permissions to the role

1. At the bottom, click on Lists and add the following permissions:

1. Employees

2. Employee Record

3. Vendors

4. Documents and Files (required to get vendors)

5. Departments

6. Income Registers

2. Click on Transactions and add the following permissions:

1. Expense report

2. Bill Purchase Orders

3. Bills

4. Credit Card

5. Invoice

6. Purchase order

7. Cash sale refund

3. Click on Setup and add the following permissions:

1. Login using OAuth 2.0 Access Tokens.

2. OAuth 2.0 Authorized Application Management.

Now you have to assign zluri-integration-role created above to a user. This user should be same as the one you are going to login into Netsuite while connecting Netsuite integration on Zluri.

Steps to assign role a user

1. Go to the entity record for the user

2. Click Edit next to the name of the user to whom you want to assign the OAuth 2.0 role.

3. Click the Access tab.

4. On the Roles subtab, in the Role field, select the OAuth 2.0 role for this user.

5. Click Add.

6. Click Save.

Create Integration Records for Applications to Use OAuth 2.0

Note:  

To create an integration record for an application:

1. Go to Setup > Integration > New.

2. Enter a name for your application in the Name field.

3. Enter a description in the Description field, if preferred.

4. Select Enabled in the State field.

5. Under OAuth 2.0 section select following 

   1. Authorization code grant

   2. REST WEB SERVICES 

   3. Enter Redirect URI value as -> https://integrations.zluri.com/connect_callback/netsuiteRest

6. Under Token based Authentication select following

   1. Token-based authentication

   2. TBA: Authorization flow

   3. Callback url

      1. https://integrations.zluri.com/connect_callback/netsuiteRest

7. Click Save.

8. Copy Client ID and Client secret from bottom of the page

Note: For security reasons, the only time the Client Credentials (the client ID and client secret) values are displayed is on the confirmation page. After you leave this page, these values cannot be retrieved from the system. If you lose or forget the client ID and client secret, you will have to reset them on the Integration page, to obtain new values. Treat these values as you would a password. Never share the client ID and client secret with unauthorised individuals and never send them by email.

Important: Please make sure the employee to whom we assigned the above created role that employee should login to netsuite while connecting the integration.

How to get Account id

1. Go to setup > company > company information

2. Search for ACCOUNT ID

Please note the following information to use for connecting Zluri with NetSuite.

1. Account ID

2. Client ID

3. Client secret

Once you Enter the above field, you will be prompted with a popup with button to Allow .

Note :In case you are not logged in then you have to login first into your Netsuite Account.

If after the following steps if you still get an error, Please enable the token based authentication

Basic Troubleshooting: Enable Token based authentication as shown here

If you are facing any trouble or need further assistance, please write to support@zluri.com