Below are instructions for setting up your NetSuite instance so that Mitto can connect and pull data via the NetSuite APIs.
Please note that this setup requires a NetSuite administrator account!
Below are the key pieces of NetSuite information that Mitto needs for the one-time initial setup:
First we are going to enable Web Services and Token Based Authentication.
If these features are not enabled, you will not see the permissions required in the next steps.
From the top menu, click Setup -> Company -> Enable Features
Click the SuiteCloud tab.
Under SuiteTalk (Web Services) make sure SOAP WEB SERVICES is checked. Accept "Terms of Service" if checking for the first time.
Under Manage Authentication make sure TOKEN-BASED AUTHENTICATION is checked. Accept "Terms of Service" if checking for the first time.
Click Save at the bottom of the page.
Install bundle with Mitto role:
From the top menu, click Customization -> SuiteBundler -> Search & Install Bundles
Type Zuar in the KEYWORDS search box and click Search.
Click on the newest Zuar, Inc. - Mitto User Role Bundle. The latest version is v1.5.
Click Install and then Install Bundle.
This bundle adds a new role to your NetSuite instance that will be used later on in the instructions.
From the top menu, click Setup -> Integration -> Web Services Preferences.
Copy the ACCOUNT ID.
Create an Integration Record:
The integration record identifies the application in NetSuite's system.
From the top menu, click Setup -> Integration -> Manage Integrations -> New
Create a new integration record.
Fill out the Integration form:
USER CREDENTIALS: unchecked
TOKEN-BASED AUTHENTICATION: checked
TBA: AUTHORIZATION FLOW: unchecked
AUTHORIZATION CODE GRANT: unchecked
Click Save in the bottom left.
Copy the CONSUMER KEY and CONSUMER SECRET.
Create a new NetSuite employee:
The instructions below assume you want to create a separate user in NetSuite for the Mitto integration. If preferred, you can use an existing NetSuite employee and simply assign the Mitto role to that employee.
You will be creating a new NetSuite employee for Mitto to use. This employee will be tied to the Mitto Integration record via an Access Token.
From the top menu, click Lists -> Employees -> Employees -> New
Fill out the form with the minimum your company requires (Name, Email, Subsidiary, etc).
Click on the Access tab and set up the password based on your companies policies.
Under Roles, assign the Mitto User Role (this role is from the bundle you installed near the beginning of these instructions). Click Save.
Create an access token:
From the top menu, click Setup -> Users/Roles -> Access Tokens -> New
Fill out the form:
APPLICATION NAME: Mitto
USER: (the Mitto user you created previously)
ROLE: Mitto User Role
TOKEN NAME: (leave unchanged)
Click Save in the top left.
Copy the TOKEN ID and TOKEN SECRET.
You are now ready to use these credentials (ACCOUNT ID, CONSUMER KEY, CONSUMER SECRET, TOKEN ID, and TOKEN SECRET) in Mitto to start pulling NetSuite data into a database for analytics!
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