Polytomic connects to NetSuite using an Integration record and API-only role.
Connecting Polytomic to a NetSuite sandbox is no different than connecting to a production instance; the same instructions apply. Indeed, if you have a NetSuite sandbox available we recommend you create two NetSuite connections in Polytomic: one to your sandbox for testing and one to your production instance.
Polytomic requires that web service-related features be enabled for your NetSuite account
To enable these features navigate to Setup → Company → Enable Features. The click the SuiteCloud tab.
Under SuiteTalk (Web Services) enable "SOAP Web Services" and "REST Web Services"
Under Manage Authentication enabled "Token-based Authentication"
NetSuite uses an Integration record to authenticate requests from Polytomic.
To create an Integration navigate to Setup → Integrations → Manage Integrations → New.
Give the Integration a name such as "Polytomic" and enable "Token-based authentication".
"TBA: Authorization Flow" and "Authorization Code Grant" should be disabled.
After you click "Save", make a note of the Consumer Key & Consumer Secret listed under Client Credentials. You'll need these when connection Polytomic to Netsuite.
Navigate to Setup → Users/Roles → Manage Roles and click "New Role".
Give this role a name like "Polytomic" and check "Do Not Restrict Employee Fields" and "Web Services Only Role".
Under Permissions the available permissions are listed in several tabs.s
Add the following in the Transactions tab:
- Cash Sale (View)
- Cash Sale Refund (View)
- Credit Memo (View)
- Customer Payments (View)
- Customer Deposits (View)
- Customer Refunds (View)
- Find Transaction (View)
- Invoice (Full)
- Invoice Approval (View)
- Sales Order (Full)
Add the following in the Reports tab:
- SuiteAnalytics Workbook (Edit)
- Transaction Detail (View)
Add the following in the Lists tab:
- Accounts (Full)
- Contact Roles (Full)
- Contacts (Full)
- Customers (Full)
- Employee Record (View)
- Items (View)
- Payment Methods (View)
- Vendors (Full)
Add the following permissions in the Setup tab:
- Access Token Management (Full)
- Custom Body Fields (View)
- Custom Column Fields (View)
- Custom Entity Fields (View)
- Custom Fields (View)
- Custom Item Fields (View)
- Custom Lists (View)
- Custom Record Types (View)
- Custom Transaction Fields (View)
- Log in using Access Tokens (Full)
- REST Web Services (Full)
- SOAP Web Services (Full)
- User Access Tokens (Full)
We recommend that you create a dedicated user for Polytomic. You can do this by navigating to Setup → Users/Roles → Manage Users.
In the *Access tab, assign the role you created above to the user.
The final step to complete in Netsuite is creating an Access Token for Polytomic.
Navigate to Setup → Users/Roles → Access Tokens → "New".
Select the Integration you created as the Application, then select the User and Role you created.
After the access token is created, make note of the Token ID & Token Secret. You'll need these values when connecting Polytomic to NetSuite.
In Polytomic, go to Connections → Add Connection → NetSuite.
Pick your connection name and enter your NetSuite Account ID. You can find this by navigating to Setup → Company → Company Information in NetSuite.
Finally, enter the Consumer Key & Secret and Token ID & Secret provided by NetSuite during preparation, and click Save.
Updated 9 days ago