NetSuite Integration Guide

Before attempting to integrate your NetSuite account with Validis , please ensure the following:

• You are online and connected to the internet.
• You have a NetSuite Administrator Account and you are able to access the data you wish to upload.
• You know the Admin User ID and Password for your NetSuite account

Before installing the Validis app, please ensure the following settings are in place:

Enable TBA (Token Based Authentication) and Features

1. In order to enable TBA, go to Setup > Company > Enable Features.

 

Click on SuiteCloud and scroll down to 'Manage Authentication'. 

 

Check mark 'TOKEN-BASED AUTHENTICATION'.

 

 

2. Enable SuiteScript

Scroll up to 'SuiteScript' and make sure all boxes have been checked. 

 

3. Enable Rest Web Services

Check the box for Rest Web Services.

 Click 'Save'

 *Please note that whenever you make any changes, scroll down and click on 'Save'. 

Install the Validis App

1. To install the Validis app, go to:

Customization > SuiteCloud Development >SuiteApp Marketplace

 

2. Type in the search field 'Validis' or 'Validis '

3. Click on the Validis Icon to continue; this will direct you to a new webpage, which will provide more information about Validis. 

4. On the top right-hand corner, click the button 'Install' to continue with the installation process. 

The Validis app will automatically be installed in the background.

5. To check whether the Validis app has been installed correctly, go to:

Customization > SuiteCloud Development >Installed SuiteApp List

If the installation status is 'COMPLETE', that means that the Validis app has successfully been installed.

 

Setting up customized Role

1. The next step will be to set the customized Role:

Setup > User Roles > Manage Roles

 

2. Search for 'Customize Accountant Role', then click on 'Customize'. 

 

3. Change the 'NAME'. (We recommend Validis to avoid any confusion). 

 

4. Under the 'Subsidiary Restrictions' field, check mark both 'USER SUBSIDIARY' and 'ALLOW CROSS SUBSIDIARY RECORD VIEWING'.

 

5. Scroll down to the 'Permissions' tab, to add the following permissions to the role:

• If your NetSuite Integration does not have one of these permissions, skip and continue.  
• The permission level of default equals the standard permission assigned when this category is added. I.E. View, Edit, and Full.

Category	Permission	Level
Transactions	Adjust Inventory Worksheet	Default
Transactions	Cash Sale Refund	Default
Transactions	Customer Refund	Default
Transactions	Employee Commission Transaction	Default
Transactions	Expense Report	Default
Transactions	Item Receipt	Default
Transactions	Item Shipment	Default
Transactions	Vendor Payment Status	Default
Transactions	Cash Sale	Default
Lists	Companies	Default
Lists	Currency	Default
Lists	Subsidiaries	Default
Setup	Company Information	Full
Setup	Manage Accounting Periods	Default
Setup	User Access Tokens	Default
Setup	Setup Company	Full

 

To search for the specific permissions, make sure you are at the correct category tabs (Transactions, Lists, Setup).

Scroll to the bottom to search for the permissions:

Make sure to click on 'Add' after searching for each permission.

Once all permissions have been added to the Role, please press 'Save' at the bottom of the webpage.

*Note, when adding 'Company Information' under 'Setup', make sure that the level is 'Full' and not 'View'.

 

Script Development

1. To set the newly made Validis Role,

Go to Customization > Scripting > Script Deployments

 

2. Click 'Edit' on the 'Validis Connect' Script.

 

3. Go to the 'Audience' tab and check 'Select All'. Please make sure you click on 'Save' at the bottom of the page. 

Adding Role to Employee

1, The final step will be adding the Validis Role to the Employee who will be conducting the upload.

Go to Lists > Employees >Employees

 

2. Here, you will search for the Employees you would like to assigned the Validis Role too, and to conduct the upload

 

3. Once you have found the Employee, click Edit.

 

4. Scroll down, click on 'Access', and search for the Validis Role. Once completed, click on 'Save'.

 

Now the Employee will have access to upload their NetSuite data through the Validis application.

Next, follow our 'Uploading your NetSuite Data Guide', click here or image below.