Configuring NetSuite Integration

To complete the NetSuite integration with Planful, users must first complete a one-time setup consisting of three steps:

1. Configuration in NetSuite
2. Installation of the SuiteScript Bundle in NetSuite
3. Configuration in Planful

Once the one-time setup is complete, users can perform the following:

• Creation of Saved Searches in NetSuite
• Creation of a Data Load Rule to Load Data Resulting from the NetSuite Saved Search

How to Perform Configuration in NetSuite?

To complete the Configuration in NetSuite step, complete 3 tasks.

• Enable Features (i.e. Token Based Authentication)
• Create an Integration Application
• Generate an Access Token

Enable Features

Token-based authentication between Planful and NetSuite is used to secure the connection between the two applications

1. Navigate to Setup > Company > Enable Features.

   

2. Click the SuiteCloud tab.

   

3. Scroll down to the SuiteScript section and select the SERVER SUITESCRIPT checkbox. 

   

4.  Scroll to Manage Authentication, select the TOKEN-BASED AUTHENTICATION checkbox.

   

5. Click Save.
   

Create an Integration Application

Completion of this task will result in the generation of a Consumer Key and Consumer Secret. The screen will be displayed only once. Make note of the content displayed as it is to be used while setting up NetSuite Connect in Planful. 

1. Navigate to Setup > Integration > Manage Integrations > New.

   

2. Fill in the NAME, select Enabled from the STATE drop-down list, click the Token-Based Authentication checkbox, and then click Save.
   

3. The Confirmation page appears. Make sure to save the Consumer Key and Consumer Secret (e.g., in Notepad) so you can use them during the Configure NetSuite Connect in Planful step. Once you leave this page, the key and secret cannot be retrieved.
   
   

Generate an Access Token

Completion of this task will result in the generation of a Token ID and Token Secret.
If you are an Admin user, complete the steps under Admin User. If not, complete the steps under Role Level.

Admin User

1. Navigate to Home > Settings > Manage Access Tokens.

   

2. Click New My Access Token.

   

3. Select the Application Name and click Save.

   

Role Level

1. Navigate to Setup > Users/Roles > Manage Roles.
   

2. Edit the Role mapped to the user by clicking on it.
   

3. When the Role page appears, click Edit.
   

4. Scroll down to Permissions
   i. Click the Setup tab
   ii. Add the Permission of User Access Tokens
   iii. Click Save
   
   

Generate the Access Token

1. Navigate to Setup > User/Roles > Access Tokens > New.
   

2. Select the Application Name that you provided in Create an Integration Application. Select a User and Role. Click Save.

   

   The screen below will be displayed only once. Make note of the information on this screen as it will be used while setting up NetSuite Connect in Planful.

   Tip!

   Copy and paste this information into Notepad.
   
   

   
   

   

How to Install SuiteScript Bundle in NetSuite?

1. Navigate to Customization > SuiteBundler > Search & Install Bundles.

   

2. In the KEYWORDS, search Host Analytics NetSuite Connect and select it.
   

3. Click Install as shown on the screen below.
   

4. Once you click Install, the page below is displayed, click Install Bundle.
   

5. Go to the Script Deployments page by navigating to Customization > Scripting > Script Deployments.
   

6. Find Host_NetSuiteConnect and click View.

   

   Make note of the External URL as this information is used while setting up NetSuite Connect in Planful.

   Tip!

   Copy and paste this information into Notepad.
   

   
   

How to Update the NetSuite Bundle?

In order to keep up with the latest NetSuite standards, it is mandatory to include Integration Record (IR) as part of the bundles that work with the SuiteScript platform. To accommodate this mandate, you must perform a few steps to update your existing NetSuite in the NetSuite application and contact Planful Support to reconfigure the NetSuite connector in your Planful application.

Perform the following steps in your NetSuite application:

1. Navigate to the Installed Bundles page and search for Host Analytics NetSuite Connect.
2. Click the drop-down against the bundle and click Update. Here is an example of where you can find the update option.

After updating the bundle, you have to create an Access Token. Perform the following steps to create an Access Token:

1.  Navigate to User Roles > Access Tokens and click New.
   
2. For the Application Name field, select PlanfulIntegrationRecord from the drop-down.
   
3. Select the required User and Role in the subsequent fields.
4. Click Save to generate the Token ID and Token Secret.

How to Configure NetSuite Connect in Planful?

1. Open Planful and navigate to Maintenance > Administration > Configuration Tasks > Data Integration Configuration > Cloud Services.
2. Click NetSuite Connect and click Add to create a Netsuite Profile. You need to create a profile to establish the connection between Planful and NetSuite. Data can be pulled from multiple NetSuite databases. You can create multiple profiles corresponding to each database.
3. The Configure Profile screen appears.
4. Enter a name for the profile.
5. For Consumer Key and Consumer Secret, NetSuite provided this information. Consumer Key is the API key associated with NetSuite. It identifies the client.
6.  Enter the Token ID and the Token Secret generated and provided by NetSuite. Tokens are used to authenticate and authorize data to transfer over the internet.
7. Enter the External URL provided by NetSuite. This URL provides a route from Planful to NetSuite.
8. Enter your NetSuite Account ID in the Account ID field.
9. Select the Signature Type from the drop-down list.
10. Click Save. 

The Profile is created when all the details provided in the screen above are valid. Once the Profile is saved successfully, the NetSuite user will receive an email. The subject of the email will say, “A User Error Has Occurred”. Please ignore this email. This email will be sent using the user’s email and it will show up in the Sent folder.

To further explain, when you configure the NetSuite Profile in Planful, Planful sends the user credentials along with the Saved Search ID as ‘0’ and only upon receipt of the response (that there exists no Saved Search with the ID ‘0’) are the user credentials validated. This email will be sent every time a Profile is created, or an existing Profile is re-saved.

How to Create a Saved Search in NetSuite?

To create a Saved Search to extract data from NetSuite to load to Planful, follow the below steps:

1. Navigate to Reports > Saved Searches > All Saved Searches.
2. Click to view All Saved Searches or click New to create another.
3. Select a Search Type. This is important because the field/column types that will prepopulate the saved search are based on Search Type. For example, if you select the Contact type, the saved search will pre-populate with Name, Email, Phone, etc in the Results column.
4. Create the Saved Search with the required columns that can be used to map to the columns in Planful while loading data.

For more information on creating saved searches in NetSuite, refer to NetSuite Applications Suite documentation.

NetSuite Saved Search Best Practices

• For GL Data and Transactions Data, only a Date type column can be mapped to a ‘Date’ target column in the Define Data Mapping step in Planful.
  • The date can be picked from the ‘Transaction Date’ in NetSuite.
  • To use Posting Period to map to the date column in Planful, use the formula below to type Date in the Saved Search.
    to_date(ConCat('01 ', {postingperiod}), 'dd.mm.yyyy')
  • Any other field of type date can be mapped in Planful.

If any of the segment members are blank in NetSuite transactions, for example, Location, then the formula below can be used to populate Null with the default value. The below formula uses DEFAULT as a placeholder for the default value.
NVL({location.namenohierarchy}, 'DEFAULT')

RESTlet Limitations
The following record types are not supported:

Creation of a Data Load Rule to Load Data Resulting from the NetSuite Saved Search

Once the configuration is complete, you can create a Data Load Rule (DLR) to load NetSuite Data via the Saved Search. To learn more, click here.