NetSuite Connection Guide

Beanworks’ NetSuite integration uses a Token-based Authentication method. This guide covers setting up NetSuite for Token-based Authentication and the required permissions for a successful connection with Beanworks. 

Important notes

• Changes to role permissions take between 30 and 60 minutes to take effect. If you receive an error from NetSuite indicating Permission Error: Please add List→Documents permission and update the required permission, there will be a delay before you see the change.

• Other than Account ID, all other credentials are only displayed once in the NetSuite UI for security purposes. Make sure to save them somewhere during the onboarding meeting.

• Ensure that Token-Based Authentication for Netsuite is enabled. Follow the steps in this guide here to enable the feature.

• Ensure that SOAP Web Services for Netsuite is enabled. Follow the steps in this guide here to enable the feature.

Enable Token-Based Authentication for NetSuite and Beanworks

Install Beanworks SuiteApp in NetSuite

Every 3rd party application communicating with NetSuite requires an integration record, which identifies the application in NetSuite's system. Beanworks uses a SuiteApp to manage the integration record. In NetSuite, navigate to the SuiteApps menu. Search ‘Beanworks’ to locate and install our SuiteApp. Then navigate to Manage Integrations, and verify the Beanworks Production Integration record is imported and enabled.

Create a Token role

Search for Manage Roles and select 'New Role'. In Permissions > Setup, add the following permissions: 

• User Acess Token: Full

• Access Token Management: Full

• SOAP Web Services: Full

The Token role must be added to a user in NetSuite to authorize the sync with Beanworks. You can create a specific NetSuite user for this token role, or add it to an existing Admin user. Navigate to Access > Roles to add the Token role to a user.

Create Access Token

Search for Tokens, and select New Access Token. In the dropdown menus select the Integration Record, User with Token Role, and the Token Role, and press save. Once saved, you will see a Token ID and Token Secret generated, save these for later on in the integration process. 

Token Role permissions

The Beanworks Token Role requires some specific permissions to ensure a successful and smooth syncing process. The required permissions are below: 

Transaction Permissions

List Permissions

Setup Permissions

Forms

Ensure that the Beanworks Token Role's preferred form is Standard Vendor Bill.

Connect Beanworks and NetSuite

In Beanworks, navigate to Settings - ERP Management. Enter the information as requested and click Save. the Consumer Key and Consumer Secret are provided by a Beanworks Solutions Consultant during integration. If you do not have these credentials to hand, please reach out to help@beanworks.com. 

You will need to reach out to Beanworks to have the API Sync Profile created for your Legal Entity(s). Please contact your Customer Success Manager or help@beanworks.com to do this. Continue following this guide once the API Sync Profile(s) is created.

Enabling SmartSync

Once connected, click SmartSync on the left side. Select your company from the Legal Entity dropdown, and click Sync. This will sync all list items from NetSuite into Beanworks. 

Once the initial sync is completed, use Partial Sync instead of Full Sync to sync over only newly added list items. Use the Sync Schedule feature to create a schedule of automatic syncs.