NetSuite deprecated its "Full Access" role which was necessary before to enable integration between NetSuite and Nexonia. Now, users will have access to the Nexonia Super Role which gives them the necessary permissions for integrations.
This article will show you how to create the Nexonia Super Role within NetSuite, as well as how to link it to your Nexonia account.
Step 1: In your NetSuite account, click Customization. Then click SuiteBundler, followed by Search & Install Bundle.
Step 2: Search for the Nexonia Super Role.
Step 3: Once found, click Install. By clicking Install, you will be forwarded to the Installed Bundles Page, were you can locate the role. Make sure that the role version is V1.4 (seen under VERSION in the Installed Bundles page) - this is required for the integration. You can update the version by clicking on the name of the bundle after it's been installed and clicking Update.
Please Note: It will take a few minutes to install the role, wait for the green check mark to appear.
Step 4: Once you've located the role, click Setup. Then click Users/Roles, followed by Manage Users.
Step 5: From here, choose a user you want to give this role to, or create a new user. Once you choose a user, click Edit in the user's profile.
Step 6: Scroll down to click Roles. Add the Nexonia Admin Role and click Save.
Step 7: Next, click Setup followed by Integrations and Manage Integrations. Once on the Integrations page, add the new integration and click Save. The Consumer Key and Consumer Secret will appear. Save them so that you can enter them in Nexonia.
Step 8: Before adding the credentials into Nexonia, you'll need to create an Access Token. To start, click Setup. Then click Users/Roles, followed by Access Tokens.
Step 9: Click New. Under the Applications Name, choose the integration you just created. Then, choose the User you assigned the role to. Assign the role and name the token. Then, click Save. The Token ID and the Token Secret will appear. Save these so that you can enter them in Nexonia.
Step 10: Now that you have set up the integration and access token in NetSuite and have your authentication details, you can update the integration settings in Nexonia to complete the setup. Go to the Integration tab in Nexonia > Integration Setup > Edit Parameters. Under the General tab, enter the following:
- Account - this should be your NetSuite Account ID
- Token ID - paste the Token ID you generated above.
- Token Secret - paste the Token Secret you generated above.
- Consumer Key - paste the Consumer Key you generated above.
- Consumer Secret - paste the Consumer Secret you generated above.
Click OK to save your updated authentication. You can run a Configuration Sync now to establish the integration between NetSuite and Nexonia.
Enabling the Nexonia Super User Role when Importing Custom Fields using Custom Segments
When importing Custom Fields with Custom Segments into Nexonia, you first need to enable access for the Nexonia Super User Role in each Custom Segment.
Please Note: You may not have Custom Segments enabled in your NetSuite environment, in which case this part of the process should be skipped.
To enable this access:
Step 1: On your NetSuite homepage, click Customization. Then, click Custom Segments.
Step 2: Click Edit next to the applicable Custom Segment.
Step 3: Go to the Permissions tab and set the Role to Nexonia Admin.
Step 4: Set the following fields as follows:
- Default Record Access: Edit
- Default Search/Reporting Access Level: Edit
- Value Management Access Level: Full
- Record Access Level: Edit
- Search/Reporting Access Level: Edit
Step 5: Click Save to complete. The Custom Segment is now fully configured to pull into Nexonia via its associated Custom Field. If needed, repeat this process for other Custom Fields.