How to set up your NetSuite account so it can share data with Validis
This setup is done inside NetSuite rather than in Validis. It switches on the features Validis needs, installs the Validis app from the NetSuite marketplace, and gives the right people permission to run a share.
One thing to watch throughout: NetSuite does not save as you go. Each time you change a setting, scroll to the bottom of the page and select Save before moving on.
Prerequisites
Before you begin, make sure you have the following:
- You are online and connected to the internet.
- You have a NetSuite Administrator account and can reach the data you want to share.
- You know the Admin User ID and Password for that account.
A note on sandbox accounts. We do not recommend using a NetSuite sandbox or test environment for uploads, because of limitations in NetSuite itself. If you need to upload from a sandbox, contact our support team first.
Steps for NetSuite integration
- Step 1. Enable Token-Based Authentication (TBA) and features
- Step 2. Install the Validis app
- Step 3. Deploy the script
Step 1
Enable Token-Based Authentication (TBA) and features
Token-Based Authentication, or TBA, is how Validis connects to NetSuite without storing your password. It has to be switched on before anything else will work, along with three other features on the same page.
In NetSuite, go to Setup > Company > Enable Features.
Setup, then Company, then Enable Features.
Select the SuiteCloud tab. All four settings live on this one tab, so you can work down it.
The SuiteCloud tab on the Enable Features page.
Scroll to Manage Authentication and tick Token-Based Authentication.
Manage Authentication: tick Token-Based Authentication.
Carry on to the SuiteScript section and tick the first two options, Client SuiteScript and Server SuiteScript. The two Server Page options alongside them are not needed for uploads, so leave those alone.
SuiteScript: only the first two options are required.
Finally, find the SuiteTalk (Web Services) section and tick REST Web Services.
SuiteTalk (Web Services): tick REST Web Services.
Scroll to the bottom of the page and select Save. None of the four settings take effect until you do.
Save sits at the bottom of the page.
Step 2
Install the Validis app
Go to Customization > SuiteCloud Development > SuiteApp Marketplace.
Customization, then SuiteCloud Development, then SuiteApp Marketplace.
Search for either Validis or DataShare, then select the Validis icon. This opens a page with more detail about the app.
Searching the marketplace for Validis.
Select Install in the top right. The app then installs in the background, so you do not need to wait on the page.
Install sits in the top right of the app page.
To confirm it worked, go to Customization > SuiteCloud Development > Installed SuiteApp List.
Customization, then SuiteCloud Development, then Installed SuiteApp List.
The app is installed correctly when its status reads Complete.
A status of Complete means the app is ready.
Step 3
Deploy the script
This last step makes the Validis app available to the user performing the share.
Go to Customization > Scripting > Script Deployments.
Customization, then Scripting, then Script Deployments.
Find the DataShare Connect script and select Edit beside it.
Select Edit on the DataShare Connect script.
Open the Audience tab. Tick Select All for Internal Roles, then scroll down to External Roles and select Online Form User. Select Save at the bottom of the page.
The Audience tab, with Internal Roles and External Roles.
What happens next
That completes the NetSuite setup and you are ready to upload. Next, follow Sharing your NetSuite data.
See also: