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NetSuite (SOAP) Integration - How to connect Oracle NetSuite to Zluri?
NetSuite (Legacy) Integration
NetSuite (SOAP) integration works on NetSuite SOAP APIs through token-based authentication. It is able to fetch all VendorBill details but does not fetch Journal Entries. But it gives us all the details about Vendor Bills. If you maintain all your transactions in Vendor Bills, you can connect this integration. Also, if you wish us to filter data based on any specific vendor code or account code, then you should connect to the NetSuite (SOAP) integration.
Zluri also supports a Rest API-based integration to NetSuite. Please visit this link for more details.
Step 1: Enable Token-Based Authentication
Go to your NetSuite Setup > Company > Enable Features > Suite Cloud > Manage Authentication
Enable Token-Based Authentication
Step 2: Create an integration
Go to menu Setup > Integrations > Manage Integrations
Tap the New button
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" option.
Click Save.
At the bottom, you will find the consumer key and consumer secret
Please take note that Consumer Key and Consumer Secret values are displayed only once, so please make sure you copy them before going to another page. You can anytime edit and save the integration again to get the new consumer key and secret.
Step 3: Create a role
Go to Setup > Users/Roles > Manage Roles > New
Create a role and assign necessary permissions for Zluri integration
Make sure you select All under Subsidiary Restrictions > ACCESSIBLE SUBSIDIARIES
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:
Employees
Employee Record
Vendors
Documents and Files (required to get vendors)
Departments
4. Click on Transactions and add the following permissions:
Expense report
Bill Purchase Orders
Bills
Credit Card
Invoice
Purchase order
Please select 'Web Services Only Role'.
5. Click Setup and add the following permissions:
SOAP Web Services
User Access Tokens
Step 4: Assign role to user
Go to Setup, Users, and Manage Users. Edit an existing user record (The user which you want to use for authentication).
Click on the “Access” subtab.
If the “Give Access” checkbox isn't checked, check the checkbox.
Under Roles, select the role created above.
Click “Save”.
Step 5: 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. Select Click Save
4. At the bottom, you will find the Token ID and Token secret.
Step 6: Get the Account ID and Soap service URL
Go to setup > company > company information
Search for ACCOUNT ID
Under Company URLs, search for SUITETALK (SOAP AND REST WEB SERVICES)
Please note the following information to use for connecting Zluri with NetSuite.
Soap service URL (e.g. https://xyz.suitetalk.api.netsuite.com)
Account ID
Consumer key
Consumer secret
Token ID
Token Secret
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NetSuite (Legacy) Integration
NetSuite (SOAP) integration works on NetSuite SOAP APIs through token-based authentication. It is able to fetch all VendorBill details but does not fetch Journal Entries. But it gives us all the details about Vendor Bills. If you maintain all your transactions in Vendor Bills, you can connect this integration. Also, if you wish us to filter data based on any specific vendor code or account code, then you should connect to the NetSuite (SOAP) integration.
Zluri also supports a Rest API-based integration to NetSuite. Please visit this link for more details.
Step 1: Enable Token-Based Authentication
Go to your NetSuite Setup > Company > Enable Features > Suite Cloud > Manage Authentication
Enable Token-Based Authentication
Step 2: Create an integration
Go to menu Setup > Integrations > Manage Integrations
Tap the New button
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" option.
Click Save.
At the bottom, you will find the consumer key and consumer secret
Please take note that Consumer Key and Consumer Secret values are displayed only once, so please make sure you copy them before going to another page. You can anytime edit and save the integration again to get the new consumer key and secret.
Step 3: Create a role
Go to Setup > Users/Roles > Manage Roles > New
Create a role and assign necessary permissions for Zluri integration
Make sure you select All under Subsidiary Restrictions > ACCESSIBLE SUBSIDIARIES
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:
Employees
Employee Record
Vendors
Documents and Files (required to get vendors)
Departments
4. Click on Transactions and add the following permissions:
Expense report
Bill Purchase Orders
Bills
Credit Card
Invoice
Purchase order
Please select 'Web Services Only Role'.
5. Click Setup and add the following permissions:
SOAP Web Services
User Access Tokens
Step 4: Assign role to user
Go to Setup, Users, and Manage Users. Edit an existing user record (The user which you want to use for authentication).
Click on the “Access” subtab.
If the “Give Access” checkbox isn't checked, check the checkbox.
Under Roles, select the role created above.
Click “Save”.
Step 5: 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. Select Click Save
4. At the bottom, you will find the Token ID and Token secret.
Step 6: Get the Account ID and Soap service URL
Go to setup > company > company information
Search for ACCOUNT ID
Under Company URLs, search for SUITETALK (SOAP AND REST WEB SERVICES)
Please note the following information to use for connecting Zluri with NetSuite.
Soap service URL (e.g. https://xyz.suitetalk.api.netsuite.com)
Account ID
Consumer key
Consumer secret
Token ID
Token Secret
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article