Introduction

When a user chooses to add a connector instance using OAuth 1 authentication, they are required to enter the following credentials:

Setting up OAuth 1 authentication

In order to add connector instances for NetSuite using OAuth 1 authentication, you must have completed all generic setup detailed in our Preparing your NetSuite environment to work with Patchworks guide.

Finding your credentials

Consumer key & consumer secret

If you have followed our Preparing your NetSuite environment to work with Patchworks guide, you will have added a Patchworks integration and saved your client credentials (consumer key/client id and consumer secret/client secret) to a password manager.

If you can't find these credentials, a new set can be generated.

Account ID

This is always the first element of the URL that you can see having logged into NetSuite. For example, with the following URL: https://tstdrv1431250.app.netsuite.com/app/center/card.nl?sc=-29&whence=

...the account id would be: tstdrv1431250

Token key & token secret

A token key and token secret can be generated for users with a Patchworks integration role. In NetSuite, navigate to setup | users/roles | access tokens.

These values should be added to a password manager at the time they are generated as they can't be re-accessed in NetSuite. If you can't find these credentials, a new set can be generated.

Description

NetSuite is a cloud-based solution that helps businesses manage all aspects of their operations.

API documentation

API documentation for NetSuite (used to build this connector) can be found via the link below:

Required NetSuite setup

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

Please see our Preparing your NetSuite environment to work with Patchworks page and ensure this setup is completed before you start working with the Patchworks NetSuite connector.

Authentication

When adding connector instances of the Patchworks (prebuilt) connector, the following authentication methods are supported:

• OAuth 2 authentication (client credentials flow)

• OAuth 1 authentication

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.

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

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:

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

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:

For example:

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:

Step 3 Save changes.

Stage 4: Assign the role to a user

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 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:

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:

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

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

Introduction

When a user chooses to add a connector instance using OAuth 2 (client credentials) authentication, they are required to enter the following credentials:

Setting up OAuth 2 (client credentials) authentication

In order to add connector instances for NetSuite using OAuth 2 (client credentials) authentication, you must have completed all generic setup detailed in our Preparing your NetSuite environment to work with Patchworks guide.

Then, please complete the steps detailed in the following sections to enable OAuth 2 (client credentials) authentication:

• Stage 1: Gather NetSuite credentials

• Stage 2: Create a certificate

• Stage 3: Upload certificate to NetSuite

• Stage 4: Add/install a custom script

• Stage 5: Apply the pre-request script

Stage 1: Gather NetSuite credentials

Consumer key

If you have followed our Preparing your NetSuite environment to work with Patchworks guide, you will have added a Patchworks integration and saved your client credentials (consumer key/client id and consumer secret/client secret) to a password manager. Make sure that you have these to hand.

If you can't find these credentials, you can generate a new set.

Account ID

This is always the first element of the URL that you can see having logged into NetSuite. For example, with the following URL: https://tstdrv1431250.app.netsuite.com/app/center/card.nl?sc=-29&whence=

...the account id would be: tstdrv1431250

Stage 2: Create a certificate

Follow the steps below:

Step 1 From a command line or terminal window, use the command below to generate a certificate:

openssl req -x509 -newkey rsa:4096 -sha256 -keyout auth-key.pem -out auth-cert.pem -nodes -days 730

Step 2 You'll be prompted to enter information such as company name, email, etc. Complete each prompt as appropriate and press Enter.

Step 3 Two files will be generated:

• auth-cert.pem

• auth-key.pem

Stage 3: Upload certificate to NetSuite

Follow the steps below:

Step 1 Log into NetSuite as an admin user.

Step 2 Navigate to setup > integration > OAuth 2.0 Client Credentials (M2M) Setup:

Step 3 Click the create new button:

...the create a new credentials mapping page is displayed:

Step 4 Select your name (or a preferred alternative) from the entity dropdown field, followed by the role (this should be administrator) and finally the application (the name of your Patchworks integration).

Step 5 Click the choose a file button:

Step 6 Upload the auth-cert.pem file that you generated in Stage 1:

Step 7 Add the certificate id to your password manager - you'll need this to add connector instances for NetSuite later:

Stage 4: Add/install a custom script

Follow the steps below if you want to create the script manually:

Step 1 Log into the Patchworks dashboard and select scripts from the left-hand navigation menu.

Step 2 Click the create script button:

Step 3 In the name field, type the following:

NetSuite OAuth 2 - Generate Client Assertion

Step 4 In the description field, type the following:

NetSuite OAuth 2 - Generate Client Assertion

Step 5 Click in the language field and select JavaScript:

Step 6 Click the create button.

Step 7 The script is created and opened in edit mode - select and remove any placeholder code:

Step 8 Paste in the code below.

Step 9 Click the save and deploy button:

Stage 5: Apply the pre-request script

Step 1 From the Patchworks dashboard, select connectors and instances from the left-hand navigation menu to access your installed connectors.

Step 2 If the NetSuite connector is not already installed, install it now.

Step 3 Find your NetSuite connector and click the settings icon:

Step 4 Click the authentication option:

Step 5 Select the Netsuite OAuth2 Auth Client Credentials authentication method.

Step 6 Select the pre-request script tab:

Step 7 Click in the select script field and select your NetSuite OAuth 2 - Generate Client Assertion script::

Step 8 Select the latest version:

Step 9 Save changes:

Step 10 You can now add connector instances for NetSuite using OAuth 2 (client credentials) authentication.