Integrating with NetSuite (Role Based Access)

Prerequisites

NetSuite Setup Step 1: Create a New Role Step 2: Assign Relevant Permissions Step 3: Create a User and assign the above Role to that User Step 4: Create an Integration Step 5: Generate the Token Key and Token Secret Step 6: Get Account ID Step 7: Set up NetSuite Saved Search

Drivetrain Setup Step 1: Navigating to the NetSuite connector Step 2: Entering Credentials

Prerequisites

To connect NetSuite to Drivetrain, you need:

• An active Oracle NetSuite account

• Allowed access to all Account permissions options on the Netsuite account

• Admin privileges in Drivetrain

NetSuite Setup

To integrate NetSuite with Drivetrain, please share the below information with your Drivetrain customer success manager:

• Username and password of NetSuite account with frontend access

• Consumer key and secret of the integration account

• Account ID of the integration account

• Token key and secret generated by the user

• Script ID and deploy ID after deploying the saved search script

Follow the steps below to get this information.

Step 1: Create a New Role

• Sign in to your NetSuite instance. Make sure you are logged in as an Administrator.

• From the menu bar, navigate to Setup > User/Roles > Manage Roles > New.

• In the Role page, fill in a name for the Role, ensure that Accounting Center is selected as 'CENTER TYPE' and click Save.

• In case you have subsidiaries enabled, please select 'ALL' subsidiaries and 'ALLOW CROSS SUBSIDIARY RECORD VIEWING'.

• Please select ALL Accounting Books (Optional if you have one accounting book)

Step 2: Assign Relevant Permissions

• Now you'll add permissions for the Role as per the List of Permissions with Levels given below. The exact list may vary depending on the fields required for metric calculations specific to your use cases.

  • Transactions and Lists fields require 'View' permission.

  • Reports fields require 'View' permission. However, Report Customization requires 'Full' access.

  • Setup fields requires 'Full' access.

Note: Permission Rest Web Services is mandatory. In case you do not find it under Setup, please follow the steps below to enable them first.

Enable the feature at Setup > Company > Setup Tasks > Enable Features, in the SuiteTalk (Web Services) section, on the SuiteCloud subtab.

Step 3: Create a User and assign the above 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 subtab.

• Check Give Access and Send Notification Email.

• Assign a password of your choice.

• Select the Role you created in Step 1 and click Add.

• Click on Save.

Step 4: 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 "DrivetrainIntegration".

  • In the Token-based 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 to get:

• Consumer Secret

• Consumer Key

Step 5: Generate the Token Key and Token Secret

• Log into NetSuite with the user account you set up in Step 3.

• Click the Home icon.

• 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 Key

• Token Secret

Please make note of these items, as they will be required later.

Step 6: Get Account ID

• From the menu bar, navigate to Setup → Company → Company Information.

You will find the Account ID here. Please note it down.

This completes your NetSuite setup. If you have any questions or run into any issues with this part of the integration process, please contact your customer success manager for assistance.

Step 7: Set up NetSuite Saved Search

1. Download the Script from https://highway-cdn.drivetrain.ai/scripts/DrivetrainSavedSearch.zip and unzip it.

2. To install the script, navigate to Customization > Scripting > Scripts > New. You'll see the Upload Script File form.

1. 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.

1. 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.

2. 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.

3. 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.

1. Upon save, 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.

1. In the script form, enter Name and ID as follows. Click on the Deployments tab, and enter the Title as "DrivetrainSavedSearch".

2. Mark the status as Released.

1. Click Save to finish the installation process.

2. After saving, click on the Deployment title to view the Script Deployment Form.

1. Make a note of External URL.

2. Edit the Script Deployment and update the role for the script (which you created for Drivetrain Integration) and click on Save.

1. Go to File Cabinet and select New Folder.

1. 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 + New Data Source.

• Select the NetSuite Data Connector from the list of integrations by clicking +Connect.

Step 2: Entering Credentials

• Enter the keys, secrets and account ID you generated when setting up your NetSuite account, and click Submit.

  • Consumer Secret

  • Consumer Key

  • Account ID

  • Token Key

  • Token Secret

• You will be redirected to the Connected Integrations 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!