Prerequisites
Before attempting to integrate your NetSuite account with Validis, please ensure you have the following:
- You are online and connected to the internet.
- You have a NetSuite Administrator Account and can access the data you wish to share
-
You know the Admin User ID and Password for your NetSuite account
Please note: We do not advise using a NetSuite Sandbox/Test Environment to perform NetSuite uploads due to limitations in NetSuite. If you are using a Sandbox Environment and would still like to perform an upload, please contact our support team.
Steps for NetSuite Integration
- Step 1. Enable Token-Based Authentication (TBA) and Features
- Step 2. Installing the Validis App
- Step 3. Script Deployment
Step 1. Enable Token-Based Authentication (TBA) and Features
To enable TBA, go to Setup > Company > Enable Features.
In the menu, click on SuiteCloud.
Scroll down to the Manage Authentication section and check Token-Based Authentication.
Next, navigate to the SuiteScript section and enable the first two options: Client SuiteScript and Server SuiteScript
Please note: The two Server Page options shown in the screenshot below are not required to upload.
Finally, locate the SuiteTalk (Web Services) section.
Tick the box to enable REST Web Services.
Click Save to confirm your changes.
*Please note that whenever you make any changes, scroll down and click on Save.
Step 2. Installing the Validis App
To install the Validis app, go to:
Customization > SuiteCloud Development > SuiteApp Marketplace
In the search box, search for either Validis or DataShare.
Click on the Validis Icon to continue; this will direct you to a new webpage that will provide more information about the Validis app.
In the top-right corner, click Install to continue the installation. The Validis app will automatically be installed in the background.
To check whether the Validis app has been installed correctly, go to:
Customization > SuiteCloud Development > Installed SuiteApp List
If the installation status is Complete, the Validis app has been successfully installed.
Step 3. Script Deployment
To ensure that the Validis app is available to the user performing the share,
Go to Customization > Scripting > Script Deployments
Click Edit on the DataShare Connect script.
Under the Audience tab, click the Select All checkbox for the Internal Roles.
For the External Roles, scroll down and select the Online Form User. Please make sure you Save at the bottom of the page.
You've now finished the NetSuite setup and are ready to upload!
Next, follow our Sharing Your NetSuite Data Guide