Oracle NetSuite is a Cloud ERP for Fast-Growing Businesses, including Financials, Professional Services, Accounting, CRM & eCommerce. 

With NetSuite integration, Zluri fetches lists of transactions & maps them automatically to SaaS apps to help organizations identify their SaaS spending. It helps organizations to analyze their SaaS Spends and provide insights.

Besides expenses, Zluri also collects the list of vendors, departments & employees from NetSuite. This helps us allocate the SaaS Spending to the right employees & departments based on their usage. And you can keep a tab on SaaS expenses for each vendor from Zluri.

This document explains the steps to connect Zluri with NetSuite. To connect to NetSuite, you must create a new user with specific permissions. And then, you will need to authenticate the Zluri-NetSuite connection with the new user's credentials.

Step 1: Enable Token-Based Authentication

1. Go to your NetSuite Setup > Company > Enable Features > Suite Cloud > Manage Authentication.

2. Enable Token-Based Authentication

Step 2: Create an integration 

1. Go to menu Setup > Integrations > Manage Integrations

2. Tap the New button

3. Set the name to "Zluri Integration". Please make sure to tick the Token-Based Authentication option, uncheck the "TBA: AUTHORIZATION FLOW" and "AUTHORIZATION CODE GRANT" options, and check the "TBA: ISSUETOKEN ENDPOINT" options. 

4. Click Save

5. At the bottom, you will find the consumer key and consumer secret

Please note that Consumer Key and Secret values are displayed only once, so please make sure you copy them before going to another page. You can edit and save the integration again to get the new consumer key and secret.

Step 3: Create a role  

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

2. Create a role and assign necessary permissions for Zluri integration

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

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

3.1: 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

4. 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

Please select 'Web Services Only Role'.

5. Click Setup and add the following permissions:

1. SOAP Web Services

2. User Access Tokens

Step 5: Assign a role to a user

1. Go to Setup, Users, and Manage Users. Edit an existing user record (The user you want to use for authentication).

2. Click on the “Access” subtab.

3. If the “Give Access” checkbox isn't checked, check the checkbox.

4. Under Roles, select the role created above. 

5. Click “Save”.

Step 6: Create a token 

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

2. Select the Integration record, User, and Role created or referenced in the previous steps.

3. Click Save

4. At the bottom, you will find the Token ID and Token secret

Step 7: Get the Account ID  and Soap service URL

1. Go to setup  > company > company information 

2. Search for ACCOUNT ID

3. Under Company URLs, search for SUITE TALK (SOAP AND REST WEB SERVICES)

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

1. Soap service url (e.g. https://xyz.suitetalk.api.netsuite.com)

2. Account ID 

3. Consumer key 

4. Consumer  secret

5. Token ID 

6. Token Secret 

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