Learn how to set up a NetSuite service.
Requirements
Integrations Platform: M-Bridge
Subscription Plan: Enterprise
User Permissions: Account Administrator (configurable)
Overview
To get started with your NetSuite integration, you first need to connect your Kantata OX and NetSuite accounts by creating a service.
How to Create a NetSuite Service
Before You Start
In order to create a NetSuite service, you will need the following information from your NetSuite account:
- NetSuite Token ID
- NetSuite Token Secret
- NetSuite account ID
- Log in to M-Bridge.
- In the upper-right corner of M-Bridge, click Account and then Services from the drop-down that appears.
- On the Services page, click Add Service drop-down and select NetSuite. New fields appear.
- Enter the service Name.
- Enter the Token ID and Token Secret.
- Enter the NetSuite Account ID.
- Ensure the Global for Account? box is checked.
- Select the Create button. The service is created and appears under the Account Services list on the Services page. Click the Test button to the right of the new service to confirm that the connection was set up successfully.
Note: If the test is unsuccessful, please confirm the entered credentials are correct. You can also create a new Token ID or Token Secret in NetSuite if needed.
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