Solver includes a robust integration to Netsuite. Solver connects to Netsuite via Netsuite’s Save Search service allowing Solver users to connect to almost any data set in their Netsuite configuration with some Save Search knowledge.
Solver uses the following technologies provided by Netsuite
- Restlets
- SuiteScripts
Solver does provide Saved Search templates for standard data sets including the General Ledger. Please reach out to Solver Support (support@solverglobal.com), to request access to these Saved Searches.
- You must provide your Netsuite AccountID in order to get access to Solver’s Save Search templates.
These Saved Searches act as a starting point for you get data into Solver. However, each Netsuite implementation is unique with its own unique set of data and these Saved Searches may require modification. While Solver Support may be able to provide some basic support and/or direction to expand these Saved Searches to include your additional data, you may have to reach out to your Netsuite consultant or internal resource trained on Saved Searches.
This article will detail steps that need to be done on the Netsuite side in order for Solver to connect to your install. Please review these steps in full and with your Netsuite consultant prior to beginning. The following tasks include:
- An account with access to the relevant data is required. Solver supports two authentication types, Login and Token based.
- Token based authentication is recommended for all new and existing Netsuite integrations.
- Netsuite has deprecated Login (Username and password) for all new connections to Saved Searches as of April 2021. All new integrations must use Token based authentication.
- Existing Netsuite integrations created in Solver using Login based authentication will continue to work but its strongly recommended to change this to Token based authentication.
- Configure Role Settings
- Create a RESTlet script
- Create Saved Search Settings
Configuring Access to Netsuite
Create a Netsuite Token
As mentioned above, token based authentication is required in Solver for all new Netsuite integrations. Please reference this Netsuite article (https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4247337262.html) for how to create and view your access tokens.
- Solver Support does not support configuring these tokens.
Configure Saved Search Permissions
Solver requires the following to be configured prior to configuring the Solver Netsuite Connector.
- A Netsuite account that has access to read saved searches.
- A user’s account will need “Full” permissions on Global Permissions (Setup > Users > Edit > Global Permissions)
- Users will also need the User Access Token permission to create, assign, and manage tokens for the current user and current role and configure the connector. Instructions on creating an access token can be found here.
Finding a User’s RoleID
- For the above account, keep record of this account’s RoleID. To find a users’ RoleID, navigate to Setup > Users/Roles > Manage Users > Select User > Click on the Role they are associated with
The page will update to details of the role which will include that role’s roleID.
Enable RESTLets in your Netsuite Environment
NetSuite RESTLet allows custom RESTful web services to be developed from the NetSuite account using SuiteScript. Solver Cloud requires that Client SuiteScript, Server SuiteScript, and Web Services are enabled for the account being used to connect Solver Cloud to the organization’s NetSuite account. More details on this can be found in the next section.
Enable the following features (Setup > Company > Enable Features > SuiteCloud)
Transaction Saved Search and Script URL
The Transaction Saved Search ID is the name of the Saved Search you have created. The Deployment Script URL can be found by:
- Log on to NetSuite > Customization > Scripting > click on Scripts
- You should see a list of scripts, look for Solver RESTLet Script 1.0xx, click on it.
- Navigate to Deployments, then click on the script in the red box below.
- In the below screenshot, red arrow points to the version number, you can also check the external URL (green arrow) to verify you are connecting to the right script in Solver.
Creating your Integration to Solver
With the above information complete, users can now create an integration from Netsuite to Solver using Solver’s Netsuite connector.
The following steps assume the user has permissions to the Data Warehouse with “Can edit integrations” permissions.
- Log into Solver > Data Warehouse > Data > Integrations > Add New (upper right hand corner)
- Select the Netsuite Connector.
- The Netsuite connector will load. Users will be prompted to choose between Login base and Token Based Authentication.
All fields are case sensitive.
- For Token Based authentication, the following needs to be provided.
- Customer Key
- Customer Secret
- Token Id
- Token Secret
- AccountId
- Transaction Saved Search Id
- Deployment Script URL
- Netsuite Server
- For Login Based Authentication, the following needs to be provided.
- Username
- Password
- RoleId
- AccountId
- Transaction Saved Search Id
- Deployment Script URL
- Netsuite Server
- For Token Based authentication, the following needs to be provided.
- Click Log In. Assuming that the correct credentials have been provided, you will successfully proceed to creating an integration.
Limitations
- Solver’s Netsuite connector does not support parent attributes.
- Your Netsuite purchase comes with dedicated “lanes” for SuiteCloud requests that can limit Solver Cloud from accessing your Netsuite data. If you have many integrations already configured from Netsuite to other tools, please verify that you have enough “lanes” to allow for Solver’s Netsuite connector to communicate with your Netsuite environment. Talk to your Netsuite Account Manager for more details.
- Netsuite does throttle API requests. In addition to additional “lanes” that can be purchased, Netsuite offers increased API bandwidth options for faster data loads into Solver Cloud. Talk to your Netsuite Account Manager for more details.