NetSuite

Prerequisites

A NetSuite administrative account
The SuiteAnalytics Connect Service enabled
A NetSuite login email
A NetSuite password
A list of permissions required for the NetSuite tables you want to sync

Setup Instructions

Step 1. Create a Role

On the menu bar at the top of your NetSuite dashboard, select Setup -> Users/Roles -> Manage Roles -> New to create a new role for Daton.

2. Enter a memorable name in the Name input field for the role. (We recommend "Daton.")

Step 2: Set system wide permissions for the role

In your NetSuite dashboard, after you have named the role, scroll down to the bottom of the page to set permissions for the role. You must first set system-wide permissions.
Select Permissions -> Setup near the bottom of the page and expand the drop-down menu to set system-wide permissions.

3. To add the required system-level permissions, select each of the following permissions from the drop-down menu and click Add:

a. Custom Body Fields b. Custom Column Fields c. Custom Entity Fields d. Custom Event Fields e. Custom Item Fields f. Custom Record Types g. Deleted Records h. SOAP Web Services i. SuiteAnalytics Connect

Step 3: Set table permissions

1. In your NetSuite dashboard, select Setup -> Users/Roles -> Manage Roles, and then click Edit beside the relevant role's name on the Manage Roles page displayed.

2. Select the permissions for the tables you wish to add. You will find these permissions under either the Transactions, Lists, Setup or Custom Record subcategories, depending on the types of tables.

3. Select the required permissions and click Add. By default, table permissions should have the View permission level, that is, be read-only.

4. After you have added the permissions, click Save.

Step 4: Get the Role ID

NOTE: The Internal ID column may be not displayed in the role list table. In this case, you need to customize the table view by clicking Edit View and adding the Internal ID field to the displayed field set

Step 5: Connect the role to the user

1. Decide which NetSuite user you want to connect to Daton. It is best to create a dedicated user for the Daton role because only one connection at a time is allowed by a given user. A connection conflict will cause your Daton sync to fail.

2. On the menu bar at the top of the NetSuite dashboard, select Setup -> Users/Roles -> Manage Users.

3. Select the user you would like Daton to use.

4. Click Edit

5. Scroll-down slightly and select the Access tab.

6. Make sure the Give Access box is checked.

7. Expand the Role drop-down list on the Roles tab and select the Daton role. Then click Add and Save.