Overview

MonetizeNow syncs Invoices, Customers and related data with NetSuite so that you can perform accounting accurately.

Configuring Netsuite

Configuration Overview

Netsuite Documentation

Steps:

Ensure REST web-services is enabled
Create a role with the right permissions
Assign the role to a new user
Create an application
Create access tokens
Find your Account ID
Configure the Netsuite connection

Ensure REST web-services is enabled

Setup > Company > Enable Features

Choose the SuiteCloud tab

Ensure REST WEB SERVICES is checked

Save if required

Create a new User role

To grant access to the Netsuite, you need to create a user role to get Access Tokens using Token-Based Authentication. Ensure you are logged in to Netsuite as an Administrator.

Setup > Users/Roles > Manage Roles > New

Select the permissions for this role

The following Permissions are required:

Type	Permission	Level
Transactions	Credit Memo	Edit
Transactions	Customer Deposit (potential future use)	Create
Transactions	Customer Payment	Edit
Transactions	Customer Refund	Edit
Transactions	Find Transaction	View
Transactions	Invoice	Edit
Transactions	Posting Period on Transactions	Edit
Reports	SuiteAnalytics Workbook	Edit
Lists	Accounts	Edit
Lists	Companies	Edit
Lists	Contacts	View
Lists	Currency	View
Lists	Custom Record Entries	Edit
Lists	Customers	Edit
Lists	Items	Edit
Lists	Perform Search	View
Lists	Publish Search	View
Lists	Record Custom Field	Edit
Lists	Related Items	Edit
Lists	Subsidiaries	View
Setup	Access Token Management	Full
Setup	Custom Entity Fields	View
Setup	Custom Fields	View
Setup	Custom Record Types	View
Setup	Log in using Access Tokens	Full
Setup	REST Web Services	Full
Setup	SOAP Web Services	Full
Setup	User Access Tokens	Full
Setup	View SOAP Web Service Logs	Full
Setup	Custom Record - If you are using custom records for any entities, you may need to configure something here	Edit

Create an integration user

This step is recommended, but optional. If you choose to use an existing user, then make sure that the newly created role is assigned to your user.

Lists > Employees > New

Enter the user details (e.x. MonetizeNow Integration)

Assign the newly created role from the previous step

Create an Integration Application

Setup > Integrations > Manage Integrations

You can use an existing integration, if you have one, or create a new one

Name MonetizeNow Integration App
Token-Based Authentication
- Select "Token-Based Authentication" and "TBA: Authorization Flow"
- Callback URL https://integrations.monetizeplatform.com/vault/callback
OAuth2
- Select "Authorization Code Grant" and "Rest Web Services"
- Redirect URI https://integrations.monetizeplatform.com/vault/callback

:information-source: Once saved, make sure to copy the Consumer Key and Consumer Secret

Create Access Tokens

Setup > Users/Roles > Access Tokens

Choose the application and user created in prior steps.

Choose a token name such as MonetizeNow Integration Token.

:information-source: Once saved, make sure to copy the Token Id and Token Secret

Obtain your Account ID

Go to Setup > Company > Company Information and note your Account Id.

Configuring MonetizeNow

In MonetizeNow, got to Setup > Integrations > Accounting and select NetSuite.

Fill out the form with the data obtained in the prior steps.

Matching Field for Customer Lookup

When MonetizeNow encounters a Customer that has not been seen previously, MonetizeNow can attempt to match the Account with an existing NetSuite Customer.

If you would like this behavior, choose an option which contains the data that you would like to use to match to an existing Netsuite Customer. If no match is found, the Customer will be created in NetSuite.

NetSuite Item External ID

MonetizeNow expects that your product catalog has been created in NetSuite manually. Choose which field in MonetizeNow will be used to match up to the item in NetSuite.
In NetSuite, the value of this field should be added as the "Item Name/Number"