Netsuite

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Supported Features

Cost Aggregation

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Prerequisites

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How to Log In to Netsuite

Go to the Netsuite login page, enter your email address and password, and log in.

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1. Enable Token-Based Authentication

After logging in to Netsuite, go to Setup > Company > Enable Features from the top menu. Next, select SuiteCloud from the Enable Features page menu, and scroll down to the Manage Authentication section. Check the TOKEN-BASED AUTHENTICATION checkbox, then click the SAVE button at the bottom or top of the page.

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2. Create an Integration Record

Go to Setup > Integration > Manage Integrations > New from the top menu. The Integration input form will appear. Fill it in as follows:

• Enter ITMC Integration API in the NAME field
• Under Token-based Authentication: check TOKEN-BASED AUTHENTICATION
• Under Token-based Authentication: uncheck TBA: AUTHORIZATION FLOW
• Under OAuth 2.0: uncheck AUTHORIZATION CODE GRANT

After filling in the form, click SAVE. The CONSUMER KEY / CLIENT ID and CONSUMER SECRET / CLIENT SECRET will appear at the bottom of the page — save them. Click Back to finish.

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3. Create a Role (Preparation for Token Creation)

To create a Token, it must be associated with a Role. Go to Setup > Users/Roles > Manage Roles from the top menu. The Role input form will appear. Fill it in as follows:

• Enter ITMC Integration API in the NAME field
• Enter itmc_integration_api in the ID field
• Select Accounting Centre for CENTRE TYPE
• Under Subsidiary Restrictions, select ALL and check ALLOW CROSS-SUBSIDIARY RECORD VIEWING

Then enter the Permissions as shown below and click SAVE. Some items may not appear depending on your configuration — that is fine; add the available permissions.

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4. Create or Update an Employee

Go to Lists > Employees > Employees from the top menu, then select New to create a new employee. Select Search to find and edit the Employee you want to update the Role for. In the Role section at the bottom of the Employee form, add ITMC Integration API.

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5. Create an Access Token

Go to Setup > Users/Roles > Access Tokens > New from the top menu. The Access Token creation form will appear. Fill it in as follows and click SAVE. The TOKEN ID and TOKEN SECRET will be generated — save them.

• Select ITMC Integration API for APPLICATION NAME
• For USER, select the Employee whose Role was created or updated in the “Create or Update an Employee” step
• Select ITMC Integration API for ROLE

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6. Upload the Suitelet Script File

Go to Customization > Scripting > Scripting > New from the top menu. Hover over the SCRIPT FILE tab and a + icon will appear — click it. A file form popup will appear. Download and extract the zip file below. There is a .js file named tmc_integration_api_restlest — click SELECT FILE to select it, then click SAVE. ※Do not change the file name or add any text input to the downloaded file. itmc_integration_api_restlest.js.zip Next, verify that the SCRIPT FILE matches the file name you just saved, then click Create Script Record. The Script form will appear. Fill it in as follows and click SAVE.

• NAME: ITMC Integration API
• Under Developments, enter the following and click Add for each:
  • TITLE: ITMC Integration API
  • ID: _itmc_integration_api
  • STATUS: Released

On the next screen, select Deploy Script. The Script Deployment form will appear. Select ITMC Integration API from Audience ROLES and click SAVE. The EXTERNAL URL will be displayed — save it.

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7. How to Obtain Your Account ID

Go to Setup > Company > Company Information from the top menu and save the ACCOUNT ID.

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Integration Setup

In the MoneyForward Admina integration screen, search for Netsuite. Enter the information obtained in the previous steps as follows, then click Connect.

• Workspace Key: ACCOUNT ID (Step 7)
• Client ID: CONSUMER KEY / CLIENT ID (Step 2)
• Client Secret: CONSUMER SECRET / CLIENT SECRET (Step 2)
• Token ID: TOKEN ID (Step 5)
• Token Secret: TOKEN SECRET (Step 5)
• External URL: EXTERNAL URL (Step 6)

Once the integration with Netsuite is successful, the registered user information will appear in the account list. If the process does not complete successfully, go to the Status tab on the integration screen, click Edit. Try connecting again. If the issue persists, please contact us via chat. For an overview of the Netsuite integration, see the integration page.