QuotaPath's integration with Netsuite allows you to easily import data from your Netsuite account to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.

Integration Requirements

Before connecting Netsuite to your QuotaPath workspace, you'll need to obtain the below information. In addition, QuotaPath's integration implements the SuiteTalk REST Web Services and uses REST API.

Realm (Account ID): Netsuite realm e.g. 2344535, as for 'production' or 2344535_SB1, as for the 'sandbox'
Object Types: The API names of the Netsuite objects you want to sync. Setting this speeds up the connection setup process by limiting the number of schemas that need to be retrieved from Netsuite.
Consumer Key: Consumer key associated with your integration
Consumer Secret: Consumer secret associated with your integration
Token ID: Access token key
Token Secret: Access token secret
Data Start Date: Starting point for your data replication, in format of 2023-01-01T00:00:00Z

Continue reading below for detailed instructions on how to obtain the above information in Netsuite.

Supported Objects

QuotaPath supports the ability to import any object in which the ROLE and USER access to them as well as Account settings. Make sure you're using the correct role assigned or any other custom ROLE granted to the Access Token, having the access to the NetSuite objects for data sync.

Setup Guide

1.1 Obtain Realm info

Login into your NetSuite account
Go to Setup » Company » Company Information
Copy your Account ID (Realm). It should look like '1234567' for a production environment or '1234567_SB2' for a sandbox environment

1.2 Enable Features (NOTE: if you’ve set up SuiteScript and enabled REST WEB SERVICES for other integrations you can skip this step)

Go to Setup » Company » Enable Features
Click on SuiteCloud tab
Scroll down to SuiteScript section
Enable checkbox for CLIENT SUITESCRIPT and SERVER SUITESCRIPT
Scroll down to Manage Authentication section
Enable checkbox TOKEN-BASED AUTHENTICATION
Scroll down to SuiteTalk (Web Services)
Enable checkbox REST WEB SERVISES
Save the changes

1.3 Create Integration (obtain Consumer Key and Consumer Secret)

Go to Setup » Integration » Manage Integrations » New
Fill the Name field (we recommend quotapath-integration for a name)
Make sure the State is enabled
Enable checkbox Token-Based Authentication in Authentication section
Uncheck TBA: AUTHORIZATION FLOW
Uncheck AUTHORIZATION CODE GRANT
Save changes
After that, Consumer Key and Consumer Secret will be showed once (copy them to the safe place)

1.4 Setup Role

Go to Setup » Users/Roles » Manage Roles » New
Fill the Name field (we recommend to put quotapath-integration-role for a name)
Scroll down to Permissions tab
(REQUIRED) Click on Transactions and add Find Transactions with either full or view access level.
(REQUIRED) Click on Transactions and add additional transactions as needed (i.e. Invoices or Sales Order) with either full or view access level.
(REQUIRED) Click on Reports and add SuiteAnalytics Workbook with edit access level.
(REQUIRED) Click on Setup and add Integration Application and Log in Using Access Tokens and REST Web Services with full access level.

Make sure you've done all REQUIRED steps correctly, to avoid sync issues in the future.
Please edit these params again when you rename or customise any Object in Netsuite for quotapath-integration-role to reflect such changes.

1.5 Setup User

Go to Setup » Users/Roles » Manage Users
In column Name click on the user’s name you want to give access to the quotapath-integration-role
Then click on Edit button under the user’s name
Scroll down to Access tab at the bottom
Select from dropdown list the quotapath-integration-role role which you created in step 1.4
Save changes

1.6 Create Access Token for role

Go to Setup » Users/Roles » Access Tokens » New
Select an Application Name
Under User select the user you assigned the quotapath-integration-role in the step 2.4
Inside Role select the one you gave to the user in the step 1**.5**
Under Token Name you can give a descriptive name to the Token you are creating (we recommend to put quotapath-rest-integration-token for a name)
Save changes
After that, Token ID and Token Secret will be showed once (copy them to the safe place)

Once you've completed the above steps, you're ready to connect Netsuite to your QuotaPath workspace!

How to connect Netsuite

To connect Netsuite to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Netsuite integration card and click ‘Connect’.

Integration Source Form

Enter the above information into the integration source form shown below and click 'Submit' when complete.

After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

Sync Schedule

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Netsuite integration card on the 'Integrations' page to trigger a manual sync.

Objects

Next, select the objects that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!