Integrating with NetSuite
Step 2: Create a user and assign administrator role to that user
Step 4: Generate the token key and token secret
Step 1: Navigating to the NetSuite connector
Step 3: Add saved search (optional)
Prerequisites
To connect NetSuite to Drivetrain, you need:
An active Oracle NetSuite account
Admin privileges to your Netsuite instance
Admin privileges in Drivetrain
NetSuite Setup
Step 1: Enable Web Services
Web services will usually be enabled as part of the admin access provided to Drivetrain. In case it isn't you can enable the feature at Setup > Company > Enable Features, in the SuiteTalk (Web Services) section, on the SuiteCloud sub tab.
Step 2: Create a user and assign administrator role to that user
From the menu bar, navigate to Lists > Employees > Employees > New.
Select the form as "Standard Employee Form" and enter name as "Drivetrain Integration".
If you’ve created a service account under your company’s domain, use that email address.
Example: If your company is mycompany, and the service account is [email protected], use that email.
If you’re using a Drivetrain-provided service account, the email typically follows this format: dp-<tenantname>@drivetrain.ai. Please confirm the exact email with your Data Integration Manager
Click the Access sub tab.
Check Give Access and Send Notification Email.
Assign a password of your choice.
Select Role = 'Administrator' and click Add.
Click on Save.
Step 3: Create an integration
From the menu bar, navigate to Setup → Integration → Manage Integrations → New.
On the Integration page,
Fill in the Name field. We recommend using "Drivetrain Integration"
Under Authentication section, check TOKEN-BASED AUTHENTICATION and uncheck TBA: AUTHORIZATION FLOW
In the OAuth 2.0 section, uncheck AUTHORIZATION CODE GRANT
Click on Save.
After you've saved the settings above, scroll down to the bottom of the page. Under the Client Credentials section, you will get:
Consumer Secret
Consumer Key
Step 4: Generate the token key and token secret
Log into NetSuite with the admin account for Drivetrain.
Click the Home icon.
On the left side, under the Home section, scroll to the bottom.
Click Manage Access Tokens.
Click New My Access Token.
In the dropdown list for APPLICATION NAME, select the integration you created in Step 3
Click Save and scroll down to the bottom of the page to get the:
Token ID
Token Secret
Step 5: Get account ID
From the menu bar, navigate to Setup → Company → Company Information.
You will find the Account ID here. Please note it down in the same document where you note the credentials generated in last two steps.
Step 6: Set up NetSuite Saved Search
Download the Script from https://highway-cdn.drivetrain.ai/scripts/DrivetrainSavedSearch.zip and unzip it.
To install the script, navigate to Customization > Scripting > Scripts > New. You'll see the Upload Script File form.
Hover over the Script File field, and you'll see a "+" button appear to the right of the field. Click the button and the File upload form will appear.
By default, the script will be uploaded to SuiteScripts folder in your File Cabinet (or to the last folder that you uploaded a script to). If you'd like to install the script in an alternative folder, select it from the Folder field.
Next, click the Choose File button in the Select File field. Then navigate to the folder that you unzipped the file to, and select the file.
Then click the Save button. The file will be uploaded, and then the Upload Script File form will reappear, with the Script File field loaded.
Upon saving, the script file will be populated in the Upload Script File form and then click on Create Script Record button. The Script form will appear.
In the script form, enter Name as "Drivetrain Saved Search" and ID as "drivetrainsavedsearch" Click on the Deployments tab, and enter the Title as "DrivetrainSavedSearch".
Mark the status as Released.
Click Save to finish the installation process.
After saving, click on the Deployment title to view the Script Deployment Form
Click on the deployed script and on the next page, make a note of External URL.
Edit the Script Deployment and update the role for the script (which you created for "Drivetrain Integration" user). In this case, we have used role as "Administrator" for the user in Step 2. Click on Save
Go back to Home and on the navigation bar under the Documents section, select Files > File Cabinet > New
Add a folder “DrivetrainExports” in the root of File Cabinet and click Save.
Drivetrain Setup
Step 1: Navigating to the NetSuite connector
Sign in to your Drivetrain instance. Make sure you are logged in as an administrator.
Click on + Add Data Source.
Select the NetSuite Data Connector from the list of integrations.
Step 2: Entering credentials
Enter the keys, secrets and account ID you generated when setting up your NetSuite account, and click Connect
Consumer Secret
Consumer Key
Account ID
Token Key
Token Secret
You will be redirected to the Data page where you will be able to see your new NetSuite connection.
Once the sync is complete, you will be able to see your NetSuite data on Drivetrain!
Step 3: Add Saved Search (optional)
On top left corner on the data page for Netsuite connector, click Add Saved Search
Enter the Saved Search Id and display name you want to have for the dataset. You can get saved search ID from the saved search URL. For example, if your saved search URL is https://123456.app.netsuite.com/app/common/search/searchresults.nl?searchid=884&whence= then your id is 884.
Click on Create and once the sync is complete, you will be able to see the saved search dataset.
Access to Netsuite Interface
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