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NetSuite Data Connection Setup

Setting up a NetSuite connection should only take 5-10 minutes.

     There may be fees associated with setting up a new data connection. Please contact your account team to confirm pricing.

Pre-Implementation

To connect you will need full administrator access to NetSuite, with the ability to setup users and role permissions.

Implementation

Create a New Role in NetSuite

Create a new role for the BUCS Analytics user with List and View permissions to all modules in NetSuite.        

 1. Go to Setup >Users/Roles > Manage Roles > New.

        

2. In Name field, enter BUCS Analytics.

 

3. Under the Authentication section, ensure the WEB SERVICES ONLY ROLE is not selected.

4. Navigate to the Transactions tab under the Permissions tab. Select Find Transaction from the drop down menu, change Level to Full and click Add. You may need to work with the BUCS team and provide additional permissions depending on the data sets you want to integrate.

 

5. Navigate to the Lists tab under the Permissions tab. Click Add after selecting each of the following from the drop down menu and changing Level to Full: Accounts, Classes, Currency, Customers, Employee Record, Employees, Items, Locations, Subsidiaries (if applicable), Vendors.

6. Navigate to the Setup tab under the Permissions tab. Click Add after selecting each of the following from the drop down menu and changing Level to Full: Access Token Management, Accounting Lists, Custom Body Fields, Custom Columns Fields, Custom Entity Fields, Custom Event Fields, Custom Fields, Custom Items Fields, Custom Item Number Fields, Custom Lists, Custom Record Types, Custom Transaction Fields, Deleted Records, Log in using Access Tokens, Manage Accounting Periods, Other Custom Fields, REST Web Services, SOAP Web Services, Records Catalog, SOAP Web Services, Set Up Company, User Access Tokens.

          

7. Click Save to create the BUCS Analytics role.

 

Create a BUCS Analytics Employee in NetSuite

Create the employee and give it access to the BUCS Analytics role you created.

1. Go to Lists > Employees > Employees > New.

2. Provide User Details.
  1. Customer Form
    1. Enter Standard Employee Form
  2. Name
    1. Enter BUCS Analytics
  3. Email address
    1. Use the email address of the person managing the BUCS Analytics data connection
  4. If your company has multiple companies/subsidiaries, select the appropriate subsidiary from the Subsidiary drop down under the Classification section.

3. Click on the Access tab and check Give Access box.  Either click Send New Access Email or Manually Assign or Change Password to complete password setup for the BUCS Analytics employee.   

        

4. Under the Roles tab, select the BUCS Analytics role you created. Click Add.

5. Click Save to create the BUCS Analytics employee.

                      

Create an Integration 

1.     Go to Setup > Integrations > Manage Integrations > New.

  

2. Name the integration BUCS Analytics Integration and ensure the State is set to Enabled.

 

3. Under the Authentication tab ensure TOKEN-BASED AUTHENTICATION is the only item checked. Uncheck any other items in the Token-based Authentication and OAuth 2.0 sections.

           

4. Click Save. 

 

5. After clicking save, the CONSUMER KEY and CONSUMER SECRET will appear at the bottom of the page. Copy and retain the CONSUMER KEY and CONSUMER SECRET before leaving the page.  These values will need to be entered into the BUCS Connection Wizard in a later step.    


     These credentials will not be displayed after leaving the page. If you lose or forget the credentials, you will have to generate new ones.

Create an Access Token

1. Go to Setup > Users/Roles > Access Tokens > New.

2. Select the integration you just created, BUCS Analytics Integration, as the Application Name.

   

3. Select the BUCS Analytics employee in the User field and the BUCS Analytics role in the Role field.  These are the roles and employees you created in previous steps.

4. Click Save.      

         

5. After clicking save, the TOKEN ID and TOKEN SECRET will appear at the bottom of the page. Copy and retain the TOKEN ID and TOKEN SECRET before leaving the page.  These values will need to be entered into the BUCS Connection Wizard in a later step.  

  These credentials will not be displayed after leaving the page. If you lose or forget the credentials, you will have to generate new ones.

 

Enable Rest Web Services

1. Go to Setup > Company > Enabled Features.
              
2. Click on the SuiteCloud tab.
          
3. Scroll down to the SuiteTalk (Web Services) section and ensure the REST WEB SERVICES box is checked.
          


Create a NetSuite Connection in BUCS Platform                                                             

Create a new NetSuite Connection to start integrating NetSuite data in BUCS reporting.                                                                                                                                                          
1. Go to BUCS Customer Portal > Connection Management > Connection Hub. Locate or search for the NetSuite connector and click Connect.            
2. Name your connection and click Next. The connection name should be descriptive and specific to the connection you want to establish.
            
3. Provide the Consumer Key, Consumer Secret, Token ID and Token Secret values you retained from previous setup steps and provide your NetSuite Account ID. Click Save. 

     You can find your NetSuite Account ID by logging into NetSuite and viewing the URL bar. The numeric code at the beginning of the URL is your Account ID.


          
              
4. If the connection was successfully established, you will see a message that data from NetSuite is now syncing to BUCS.  If the connection was not successful, you will be asked to try again.

NOTE: If you don't see your NetSuite data appear in the BUCS platform in 24 hours, please contact your account team.