To enable NetSuite integration, you first need to create an integration record. Follow the steps below to do so:
Prerequisites
Ensure you have administrative access to NetSuite.
Step-by-Step Instructions
Log in to NetSuite.
Navigate to the Integration Setup:
Go to Setup > Setup Manager > Integration > Manage Integrations > New.
Create the Integration Record:
Name: Enter the name as "ProcureDesk."
Description: Provide a description, such as "ProcureDesk Integration."
Authorization Settings:
Uncheck the ‘AUTHORIZATION CODE GRANT’ checkbox.
Uncheck the ‘TBA: AUTHORIZATION FLOW’ checkbox.
Ensure the "TOKEN-BASED AUTHENTICATION" box is checked.
Save the Record:
Click on Save.
Capture Client ID and Client Secret:
After saving, scroll to the bottom of the page.
Copy the Client ID and Client Secret to a secure location (e.g., a notepad).
Important: You will only see this information once, so make sure to save it securely.