Connect to NetSuite

Overview

This guide will walk you through establishing a connection required for the NetSuite integration. It is divided into three sections.

• Before You Begin
• Prepare NetSuite Account
• Establish Connection

Section 1: Before You Begin

NetSuite Administrator Role

• • For details about NetSuite token-based authentication (TBA) roles and permissions, go to Oracle's Authentication Guide: Set Up Token-Based Authentication Roles and Assign Users to Token-Based Authentication Roles.
  • The integration will require a NetSuite User and Role be created. We recommend creating a system integration User and Role opposed to using an already existing administrator Role. The Role will need to allow creating and revoking access tokens in NetSuite. Depending on the workflow(s) you choose for your integration, the following permissions will need to be setup in the NetSuite Role (see tables below). If you need assistance setting up these permissions, see the articles below. NetSuite Role should have access to ALL SUBSIDIARIES.
    
    • • Creating Roles
      • Setting Permissions

Import Journal Entry | NetSuite >> Paylocity

Transactions:

Permission	Access Level
Make Journal Entry	Full

Lists:

Permission	Access Level
Accounts	View
Classes (if applies)	View
Currency	View
Departments (if applies)	View
Employees	View
Employee Record	View
Locations (if applies)	View
Subsidiaries	View

Setup:

Permission	Access Level
Log in using Access Tokens	Full
SOAP Web Services	Full
SuiteScript	Full
User Access Tokens	Full
View SOAP Web Services Logs	Full

 

Employee | Paylocity >> NetSuite

Lists:

Permission	Access Level
Classes (if applies)	View
Currency	View
Departments (if applies)	View
Employees	Full
Employee Record	Full
Locations (if applies)	View
Subsidiaries	View

Setup:

Permission	Access Level
Log in using Access Tokens	Full
SOAP Web Services	Full
SuiteScript	Full
User Access Tokens	Full
View SOAP Web Services Logs	Full

 

Important Notes

• The NetSuite integration requires token-based authentication (TBA).
• The values listed below are generated in NetSuite. The Customer will obtain these values in Section 2. It is important to copy and store these values somewhere safe until they are ready to use in Section 3. 
  • • Token Secret  
    • Token ID
    • Consumer Secret 
    • Consumer Key
    • Account ID

Section 2: Prepare NetSuite Account

Task 1: Customer Enables Authentication in NetSuite

• Step 1: In NetSuite, go to Setup > Company > Enable Features.
• Step 2: Click the SuiteCloud subtab.

• Step 3: Scroll down to the SuiteScript section, and check the following boxes:  
  • • Client SuiteScript
    • Server SuiteScript

1. 

• Step 4: Scroll to the bottom and click Save.

Task 2: Customer Creates Integration Record in NetSuite

• Step 1: In NetSuite, go to Setup > Integration > Manage Integrations > New.
• Step 2: In the Name field, enter Paylocity.

• Step 3 (Optional): Add a description to the Description field. 

• Step 4: Select Enabled in the State field. 

• Step 5 (Optional): In the Note field, add details. The text in this field is specific to one NetSuite account. If you distribute the integration record, the note is not visible in other accounts where the record is installed.

• Step 6: On the Authentication subtab, make sure only the following are checked:
  • • Token-Based Authentication
    • Authorization Code Grant
    • Client Credentials (Machine to Machine) Grant
    • Rest Web Services

• Step 7: In the Redirect URI field, enter https://setup.dev.localhost:3000/token/new/app/510

• Step 8: Scroll to the bottom and click Save.

• Step 9: At the bottom of the next screen, you will see your Client Credentials, which include the values below. It is important to copy and store these values somewhere safe. You cannot retrieve them once you leave the Integration Confirmation page, and these values are needed in order to complete Section 3.
  • • Consumer Key / Client ID
    • Consumer Secret / Client Secret

Task 3: Customer Creates Token ID and Token Secret in NetSuite

• Step 1: Before beginning this task, please refer to the table in Section 1 to confirm the necessary permissions are set up based on your integration workflows. Although it is not required, it is recommended that based on you use a user account dedicated to integrations. 
• Step 2: In NetSuite, go to Setup > Users/Roles > Access Tokens > New.
• Step 3: Fill out the fields listed below using the drop-down menus. The Token Name field will auto-populate.  
  • • Application Name
    • User
    • Role

• Step 4: Click Save.
• Step 5: At the bottom of the next screen, you will see your Token ID and Token Secret. It is important to copy and store these values somewhere safe. You cannot retrieve them once you leave the Access Token Page, and these values are needed in order to complete Section 3.

Task 4: Customer Obtains NetSuite Account ID

• Step 1: While in NetSuite, copy your NetSuite Account ID from the URL for your NetSuite homepage. The NetSuite account ID is required in order to complete Section 3.

• • • • • Example:
          
          • • The NetSuite URL is https://654788.app.netsuite.com/
            • The NetSuite Account ID will be 654788.

Section 3: Establish Connection

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the NetSuite application. Click the application icon or anywhere within the row where the NetSuite application is located.

• Step 4: You will be taken to the NetSuite screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate Link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right-clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open. 

Task 2: Customer Connects to NetSuite

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser. It will take you to the Connect Paylocity to NetSuite screen. The first five fields are required (Token Secret, Token ID, Consumer Secret, Consumer Key, and Account). Steps to obtain these values are found in Section 2. The last three fields are optional (API Version, Ignore Read Only Fields, and Warning as Error). 

• Step 2: Click Update App. 

• Step 3: You will see the screen below. This indicates that the credentials have been stored. 

Task 3: Customer Connects to NetSuite

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Task 2, Step 3), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the NetSuite page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the NetSuite connection has been established, and the connection can be used for NetSuite workflows.
    • If the connection fails, check and correct the NetSuite credentials.