Preparing your NetSuite environment to work with Patchworks

Introduction

Before your Patchworks Netsuite connector can be used in process flows, some setup is required in your NetSuite environment. This setup allows Patchworks to authorise API calls with token-based authentication.

When you add a Patchworks connector instance for NetSuite, you can choose to authenticate using OAuth 1 or OAuth 2. The OAuth protocol authenticates users via tokens, so this setup is imperative.

Prerequisites

• You will need NetSuite administrator permissions to complete tasks detailed on this page.

The steps

The required setup is detailed in five stages:

• Stage 1: Enable REST API features

• Stage 2: Create a role to give access to the REST API & token-based authentication

• Stage 3: Check/assign permissions for your Patchworks role

• Stage 4: Assign the role to a user

• Stage 5: Add a Patchworks integration

Stage 1: Enable REST API features

Follow the steps below:

Step 1 In NetSuite, login as an admin user and navigate to setup | company | enable features:

Step 2 Select the SuiteCloud tab - all available features are listed within a series of categories.

Step 3 Scroll to the SuiteTalk (Web Services) category and ensure that the following features are selected/enabled:

• SOAP WEB SERVICES

• REST WEB SERVICES

• REST RECORD SERVICE (BETA) - if available

For example:

If you don't see the REST RECORD SERVICE (BETA) option, look for a blue banner at the top of the setup | company | enable features page: Use the click here link to view Beta activities and apply to participate in the Oracle NetSuite Umbrella Beta Program Beta activity:

If you don't see the the REST RECORD SERVICE (BETA) option and there's no banner for you to opt in, don't worry - it's not required.

Step 4 Scroll to the Manage Authentication category and ensure that the following features are selected/enabled:

• TOKEN-BASED AUTHENTICATION

• OAUTH 2.0

For example:

You may find that some features (including other authentication settings) are already set when you access the enable features page in NetSuite. This is fine.

Step 5 Save changes.

Stage 2: Create a role to give access to the REST API & token-based authentication

Adding a new role is optional - if you have an existing role that you would like to use that's fine - you can simply select that role (via setup | users/roles | manage roles) and go straight to stage 3.

Step 1 In NetSuite, login as an admin user and navigate to setup | users/roles | manage roles:

Step 2 Click the new role button:

Step 3 In the name field enter a name for this role, we suggest:

Patchworks Integration

For example:

Step 4 Go directly to stage 3.

Stage 3: Check/assign permissions for your Patchworks role

Step 1 In the lower panel, select the permissions tab:

Here, you use permission tabs to navigate between different permission categories:

Step 2 Switch between these categories and ensure that the following permissions are granted:

Category	Permission	Access level
Setup	Accounting lists	View
Setup	Customer status	Full
Setup	Custom fields	View
Setup	Custom body fields	View
Setup	Custom entity fields	View
Setup	Custom record types	View
Setup	Custom column fields	View
Setup	Custom item fields	View
Setup	Custom lists	View
Setup	Custom transaction fields	View
Setup	Log in using access tokens	Full
Setup	REST web services	Full
Reports	SuiteAnalytics workbook	Edit
Lists	Subsidiaries	Full
Lists	Contacts	Full
Lists	Currency This permission is only displayed if the multi-currency feature is enabled for your company. If you need to check this, navigate to setup | company | enable features | company.	Edit
Lists	Customers	Full
Lists	Entity-subsidiary relationship view	Full
Lists	Items	Full
Lists	Record custom field	Full
Lists	Payment methods	Full
Lists	Shipping items	Full
Lists	Perform search	Full
Transactions	Customer deposit	Full
Transactions	Customer payment	Full
Transactions	Customer refund	Full
Transactions	Find transaction	Full
Transactions	Sales order	Full

Step 3 Save changes.

Stage 4: Assign the role to a user

The steps below assume that you already have a NetSuite user ready to associate with the permissions granted above. However, you can create a new user if required.

Step 1 In NetSuite (logged in as an admin user), navigate to setup | users/roles | manage users:

Step 2 From the list of users, select the user that you want to update with new permissions.

Step 3 In the lower panel, select the access tab:

Step 4 Assign the Patchworks integration role that you saved in stage 3.

Step 5 Save changes.

Stage 5: Add a Patchworks integration

Step 1 In NetSuite (logged in as an admin user), navigate to setup | integration | manage integrations.

Step 2 Click the new button:

Step 3 In the name field we suggest entering:

Patchworks Integration

Step 4 Set the state field to enabled.

Step 5 Move down to the token-based authentication section and select/de-select options as per your requirements:

I want to use OAuth 1 authentication in Patchworks

Ensure that the following options are selected:

• TOKEN-BASED AUTHENTICATION

• TBA: ISSUETOKEN ENDPOINT

• TBA: AUTHORIZATION FLOW

• CALLBACK URL set to https://app.wearepatchworks.com/oauth/authenticate for the Patchworks production environment

For example:

I don't want to use OAuth 1 authentication in Patchworks

Ensure that no token-based authentication options are selected.

Step 6 Move down to the OAuth 2.0 section and select/de-select options as per your requirements:

I want to use OAuth 2 (client credentials) authentication in Patchworks

Ensure that the following options are selected:

• CLIENT CREDENTIALS (MACHINE TO MACHINE) GRANT

• RESTLETS

• REST WEB SERVICES

Ensure that the following options are NOT selected:

• AUTHORIZATION CODE GRANT

For example:

I don't want to use OAuth 2 (client credentials) authentication in Patchworks

Ensure that no OAuth 2.0 options are selected.

Step 7 Save changes. At this point, client credentials are provided for this integration - add these to your password manager:

These credentials are only displayed once and are needed to add Patchworks instances of the NetSuite connector - make sure that you have them noted securely for future reference.

Step 8 The required NetSuite setup is now complete. If you haven't done so already, install the NetSuite connector from the Patchworks marketplace, then add required instances and make connections in process flows!