High-Level Steps
In order to establish the connection between NetSuite to NSPB, the following steps to be followed
- Enable the required features in your NetSuite account
- Install the SuiteApp.
- Create user records for NSPB users. These user records must have the NSPB Integration role
- Set up token-based authentication (TBA) for PBCS users
- Configure NSPB connection.
1. Enabling required Features
Click the link for the Oracle NetSuite PBCS Sync SuiteApp. To enable the features, go to Setup -> Company > Enable Features, and click the SuiteCloud subtab
- Custom Records
- Client SuiteScript
- Server SuiteScript
- Token-Based Authentication
- OAUTH2.0
And click on Save.
2. Install NetSuite NSPB Suite Bundle
- Login to NetSuite Application.
- Go to Customization >SuiteBundler> Search & Install Bundles.
- In the Keywords box, enter NSPB Sync.
- Click Search.
- Click the link for the Oracle NetSuite PBCS Sync SuiteApp.
- On the Bundle Details page, click Install.
This completes Bundle Installation.
3. Setup Integration Role and User
We need to assign the Integration Role to User.
Note : User Should be Netsuite Administrator.
Type Emp: User_ID (The user id which will be used for the integration) – which selects the User from User directory and click on Edit.
Below screen will appear when we click on Edit. Now scroll down a bit, click on Access in Subtab
Add Role: PBCS Integration and click on save as shown below
4. Create Access Token
Setup-> User and Roles -> Access Token -> New Access Token ->
Select –> Internal NS PBCS Application NS ->User ->PBCS and New Custom Application -> Save
It will Generate New Token. Note Down The Token iD and Secret.
Note : Copy Token Id and Token Secret. This will be used in NSPB configuration.
- Configure NSPB Token Based Authentication
- Create Source System
B ) Configure Source System
Go to NSPB -> Data Exchange -> Configure Connections -> Select the Connection Button -> Select the application
Then Edit –> Then Select Default – Enter Token Key and Secret – >Test Connection -> Then OK.
C ) Initialize Source System
Click on the source system and Initialize the source system, This will bring all eligible Saved Searches From NetSuite to NSPB as a data Source.
Note: Please change the ID for the saved searches to connect between NetSuite and NSPB.
ID should be
Xxxx_nspbcs_yyyyyyy