Here are the steps required for connecting NetSuite to FarApp:
- Enable Web Services in NetSuite
Go to Setup -> Company -> Enable Features, and select the SuiteCloud tab. In the section SuiteTalk (Web Services), make sure the Web Services checkbox is checked. If not, check the box, and save your settings.
- Go to the FarApp dashboard at https://app.farapp.com/dashboard, click ‘Edit’ for the NetSuite connector, and enter your NetSuite account information. Please note that you can add multiple NetSuite logins on this page. Unless you have a SuiteCloud Plus license, most NetSuite accounts only allow a single concurrent session to NetSuite. If you process a large number of transactions (1000+/day) or have a lot of SKUs (50,000+), it may benefit you to enter more than one NetSuite login. If you have SuiteCloud Plus, please let us know so that we can configure your account to take advantage of multiple concurrent sessions. Here are instructions on the fields required on this page:
- Account Number
You can find this information in NetSuite under Setup -> Integration -> Web Services Preferences
Make sure to check this box for any additional logins that you want FarApp to use. If you want to deactivate one of these additional logins so that FarApp doesn’t use the login, you can either uncheck the box in the “Login Active” column or delete the row.
This is the email account with which you log into NetSuite. It can be an account dedicated to FarApp (e.g. email@example.com) or it can be one of your existing accounts. FarApp uses web services to communicate with NetSuite. Since web services sessions don’t conflict with interactive sessions, you can be logged into NetSuite at the same time as FarApp. The only benefit to providing FarApp its own credentials is if you want to control permissions separately for FarApp and/or if you want to be able to view the history of changes made by each user in NetSuite. If you do decide to provide FarApp its own unique login, please use your own domain (e.g. firstname.lastname@example.org) and not the “farapp.com” domain.
This is the password associated with this NetSuite account.
- Role ID
This is the internal ID of the NetSuite role you want to assign to this login. You can find the IDs in the table under Setup -> Integration -> Web Services Preferences. If you choose not to assign the administrator role (usually internal ID 3) to FarApp, then you’ll want to make sure FarApp has enough permissions to be able to perform basic functions. In this case, here is a guideline for the necessary permissions:
- Required Permissions
Lists > Accounts Full
Lists > Customers Full
Lists > Items Full
Lists > Locations View
Lists > Payment Methods View
Lists > Documents and Files Full
Transactions > Sales Order Full
Transactions > Sales Order Approval Full
Transactions > Find Transaction Full
Transactions > Item Fulfillment View
Setup > Web Services Full
Setup > Accounting Lists View
Setup > Custom Item Fields View
Setup > Custom Transaction Fields Full
Setup > Custom Fields Full
Setup > Custom Lists Full
Setup > Custom Record Types Full
Setup > Other Custom Fields View
Setup > Other Lists View
Setup > Custom Body Fields Full
- Additional Permissions
Lists > Currency View
- Lists > Shipping Items View
- Lists > Promotion View
- Transactions > Invoice View
Transactions > Fulfill Sales Orders View
Transactions > Credit Memo Full
Transactions > Return Authorization Full
Transactions > Cash Sale View
Transactions > Cash Sale Refund View
- Additional Permissions for 3PL Integration
Transactions > Fulfill Sales Orders Full
- Required Permissions
- Account Number
- Once you populate the information above, please click “Save Settings”. This will save the settings in FarApp and test them to make sure that FarApp can properly log into NetSuite.
Once you're done, return to the Quick Start Guide Here for the next step!