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
Enable TBA (Token Based Authentication) 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 checkmark Token-Based Authentication.
Next, enable SuiteScript.
Scroll up to SuiteScript and make sure all boxes have been checked.
Enable Rest Web Services
Check the box for Rest Web Services.
Click Save to confirm your changes.
*Please note that whenever you make any changes, scroll down and click on Save.
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.
On the top right-hand corner, click Install to continue with the installation process. 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, that means that the Validis app has successfully been installed.
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.
Go to the Audience tab and check Select All. Please make sure you click on Save at the bottom of the page.
Next, follow our Sharing your NetSuite Data Guide