Integrating NetSuite

Integrating NetSuite

In order to activate the NetSuite integration on your Blue Onion account you will need to:

1

Create a Role with the specific permissions Blue Onion app needs.

2

Associate a User to the new Role.

3

Create an Integration to be used by Blue Onion app.

4

Create an Access Token.

5

Provide the Integration and Access Token credentials to Blue Onion app.

Creating a Saved Transaction Search

1. Click on Lists > Search > Saved Searches > New

2. Look for “Transaction” under “Search Types” and click it.

3. On the “Saved Transaction Search” page fill “SEARCH_TITLE” will “blueonion_validation_search” and toggle “Public” and “Available as List View”. The search title needs to be exactly “blueonion_validation_search”.

4. Under Criteria > Standard, add the filter “Main Line”. Select “Yes” on the pop up window, then click “Set”.

5. Under Results
   1. Under Results > Columns, click “Remove All”.
   2. Still under Results > Columns, add the “Fields” “Internal ID”, “Last Modified” and Date.
   3. Select “Internal ID” as the “Sort By” column, and toggle “DESCENDING”.
6. Click “Save” to save and exit.

Creating the Blue Onion Role

1. Log in as the admin to the Control Panel.
2. Click on Setup > Setup Manager.
3. After Setup Manager loads, click on User/Roles > Manage Roles.

4. Click New Role.

   

5. Set the field.

6. Leave the other General, Subsidiary Restrictions, and Authentication with the default selections - as show in the following picture.

   

7. Tabs:

a. On the Transactions tab:

b. On the Reports tab:

c. On the Lists tab:

d. On the Setup tab:

e. on the Custom Record tab:

8. Leave the remaining tabs with the default configuration.
9. Click Save to create the Role.

Associating a User to the new Role

1. In the Setup Manager page, click Users/Roles > Manage Users.
2. Find the User you want to associate and click on its name.
3. Click Edit on the left top corner of the page.
4. Scroll down to the bottom of the page.
5. Select the Access tab > Roles tab.
6. Add the *BlueOnion_IntegrationRole *****to the list.

7. Click SAVE.

   

Creating Integration

1. In the Setup Manager page, click Integration > Manage Integrations.
2. Click NEW.
3. Set the NAME field to BlueOnion_Integration.
4. Under the Authentication > Token-based Authentication section, check TBA: ISSUETOKEN ENDPOINT and unselect TBA: AUTHORIZATION FLOW.
5. Under the Authentication > OAuth 2.0, unselect AUTHORIZATION CODE GRANT.
6. Leave the other fields with the default values. The configuration should look like the following:

1. Click Save.
2. Save the credentials displayed on the page. It is not possible to retrieve the credentials after leaving this page.

Generating an Access Token

1. In the Setup Manager page, click User/Roles > Access Tokens.
2. Click New Access Token.
3. On the APPLICATION NAME field, select the name of the Integration previously created (*BlueOnion_Integration)*.
4. On the USER field, select the User associated to the created Role.
5. On the ROLE field, select the Role previously created.
6. The TOKEN NAME field will be automatically filled based on the previous selections.
7. Click Save.

8. Save the credentials displayed on the page. It is not possible to retrieve the credentials after leaving this page.

   

Providing Credentials to the Blue Onion App

1. Navigate to the Company Information page by following the Setup > Setup Manager > Company menu and selecting Company Information.

2. Copy the Account ID as shown below and input as the NetSuite Account in the Blue Onion app.