The steps below will walk you through getting started with NetSuite and A2X.
Note: the NetSuite integration is currently available in beta. Please contact A2X if you would like to try this feature.
While authenticating your NetSuite account to A2X, you will notice that A2X asks you for your Account ID, Consumer key, Consumer secret, Token ID, and Token Secret credentials.
Figure 1: The A2X for NetSuite authentication flow
In order to get the necessary information to complete these fields, you need to activate certain features in your NetSuite account. This guide will help you configure your NetSuite account so you can establish a successful NetSuite connection in A2X.
1. Enable the necessary features in NetSuite
To connect your NetSuite account to A2X, you will need to enable two features in NetSuite:
SuiteTalk (Web services)
To do that, please navigate to NetSuite and hover over to the Setup tab, then Company and click on the Enable Features tab, as also shown in the image below:
Figure 2: The Enable Features tab
⚠️ Caution! If you cannot find the ‘Enable Features’ tab, then this means that you don’t have the right permissions to perform this operation. Please contact your NetSuite administrator for help.
Enable Multiple Currencies
You will be navigated to the Enable Features page, which allows you to enable and disable certain features. On the SuiteCloud tab, scroll down to the International section, and check the
MULTIPLE CURRENCIES feature.
Enable SuiteTalk (Web Services)
Now click on the SuiteCloud tab, scroll down to the SuiteTalk (Web Services) section, and check the
SOAP WEB SERVICES and
REST WEB SERVICES features. Then scroll down to the Manage Authentication section, and check the
TOKEN-BASED AUTHENTICATION feature. Once done, please save your changes to proceed to the next step.
Figure 3: The necessary features to enable in NetSuite
2. Create a role with the necessary permissions
To enable the necessary permissions for those features, please hover over the Setup tab, then Users/Roles, and click on the Manage Roles tab, as also shown in the image below:
Figure 4: The Manage Roles tab
To enable the permissions, you can either create a new role or edit an existing one. Make sure the role you configure has Accessible Subsidiaries set to "All".
Figure 5: The Manage Roles page Subsidiary Restrictions.
On the Role page, navigate to the Permissions tab and ensure you have the following permissions:
Log in using Access Tokens
REST Web Service
Make Journal Entry
Once done, please save your changes to proceed to the next step.
3. Assign the role to a NetSuite user
Now that we have created a NetSuite role with the necessary permissions, we need to assign it to the NetSuite user that will connect to A2X Accounting. To do that, please navigate to NetSuite and hover over to the Setup tab, then Users/Roles and click on the Manager Users tab, as also shown in the image below:
Figure 6: The Manage Users tab
On the Manage Users page, click on the user to whom you wish to connect in A2X Accounting. Edit that user, and click the Access tab. Select the role created in the prior step. Once done, please save your changes to proceed to the next step.
4. Create a new Integration Record
To create a new integration record, please navigate to NetSuite and hover over to the Setup tab, then Integration, then Manage Integrations tab, and select the New tab, as also shown in the image below:
Figure 7: The Manage Integrations > New tab
Create a new integration record with name A2X, and make sure you check the
TOKEN-BASED AUTHENTICATION checkbox, and uncheck the
TBA: AUTHORIZATION FLOW and
AUTHORIZATION CODE GRANT checkboxes, in the Authentication section, as also shown in the image below:
Figure 8: The New Integration page
Once you save your changes, you will be navigated to the Integration page:
Figure 9: The Integration page
In the bottom of the page, in the Client Credentials section, you can see the CONSUMER KEY / CLIENT ID and CONSUMER SECRET / CLIENT SECRET values. Please copy them because we will need them in the last step.
5. Generate NetSuite Access Tokens
Now that we have a NetSuite user with the right permissions and role, and an integration record, we need to generate the NetSuite Access Tokens. To do that, please navigate to NetSuite and hover over to the Setup tab, then Users/Roles, click on the Access Token tab, and select the New tab.
You will be redirected to the New Access Token, which will look like this:
Figure 10: The New Access Token tab
Select the Application Name to be A2X, the User to be the user you assigned the role in step 3, and the Role to be the role you generated in step 2. Once you are done, click save, and you will be redirected to the Access Token Page. In the bottom of the page, you will see the TOKEN ID and TOKEN SECRET values. Please copy them because we will need them in the last step.
Figure 11: The Access Token page
6. Get the Account ID
To get the NetSuite Account ID, you need to navigate to NetSuite, head over to the Setup tab, then Company, and select the Company Information tab. This will take you to the Company Information page, where you can find your Account ID, as also shown below:
Figure 12: The Company Information page
7. Connect your NetSuite account to your A2X account
Now that you have configured NetSuite and collected the required fields, you can go back to A2X account so you can finalize the authentication process. Once you fill the required details, click the Connect NetSuite button. If everything goes well, you will see that the connection was successful:
Figure 13: Connection complete!
8. Configure Subsidiary
To set-up the subsidiary for this account, you'll want to go into Settings -> Connections and update the Subsidiary ID associated with the sales channel.
Note: If you do not use Subsidiaries in your NetSuite account, then the Subsidiary ID should be left empty (blank) in A2X.
Figure 14: Specifying the Subsidiary ID in A2X in the Settings connections page in A2X.
9. Configure Custom Segments
To configure any custom segments you'd like to populate, first you'll need to find the list of Custom Segments in NetSuite.
Figure 15: The Custom Segments page in NetSuite.
You will need the IDs from NetSuite of any of the custom segments you'd like to populate from A2X. Next, In A2X, go to Settings -> Connections and update the information with the Name (can be whatever you like), the ID (from the NetSuite ID), and the Value to send. Click on "Add custom segment", enter the desired information, then click "Add" to add the row. Don't forget to click on "Save" to save the settings.
Figure 16: The Custom Segments settings in the Connections settings page in A2X.
10. Set-up your default account mappings.
In A2X under Settings -> Connections, you will need to specify the NetSuite accounts where deposits are made across all of the currencies that you use, as well as a few other accounts that are specific to the sales channel you are using.
Figure 17: The Bank Account Settings in the Connections settings page in A2X.
11. Ensure that your accounts are available for your selected subsidiary
NetSuite will not permit A2X to create a journal entry for an account code from your chart of accounts that is not available for the Subsidiary ID that you selected previously. Please ensure that the Bank Account Settings accounts you specified in the previous step as well as the accounts that you will use for your transaction mappings are available in your chart of accounts for your selected subsidiary.
To verify this, in NetSuite under Setup -> Accounting -> Chart of Accounts, you can review each account code by using the "Edit" link.
Figure 18: The Chart of Accounts in NetSuite.
When you click on "Edit", you can confirm that the account code is assigned to the subsidiary or the "include children" checkbox is selected and the account code is assigned to a parent company.
Figure 19: The Subsidiaries setting for an account in NetSuite.
12. How to share your NetSuite connection with other accounts
Once your first NetSuite connection is set-up, you can share the same connection with any of your other accounts so that you do not need to repeat all the steps above.
For your next account, select Connect accounting software on the account's home page.
Figure 20: The connect accounting software step, shown on the account's home page.
Next, select Connect to NetSuite.
Figure 21: Choosing your accounting system connection.
You will then be taken to the page shown below, where you can choose from the drop-down the A2X for Amazon account that is already connected to NetSuite and click on the 'Connect NetSuite' button.
Figure 22: Selecting an existing connection.