Implementation

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Implementation Overview

In general terms, the entire implementation process whether done as a self-implementation or a managed implementation consists of several stages:

1) Prerequisites
2) Installation
3) Configuration
4) Testing (UAT)
5) GoLive

Prerequisites

Before the installation, configuration and testing can begin, it is important to complete the prerequisites listed below.

  1. Access to Integrator.io iPaaS Account
    You will need to have access to the main integrator.io account. Either create one or ensure you have credentials to access the main integrator.io account. Click here to see details on how to create one if needed.
  2. Administrator Access to NetSuite
    You will need to have Administrator access to NetSuite Production and/or NetSuite Sandbox account. Click here to see details on how to create one if needed.
  3. Administrator Access to Amazon Vendor Central

Installation

An integration app needs to be installed in the main user’s integrator.io account before the configuration and testing can begin. The license needs to be provisioned to the main user’s integrator.io account using. Please complete the installation by following steps listed below.

Step 1: Preparing NetSuite Account

  1. Login in NetSuite sandbox/production environment using login credentials with Administrator role.
  2. Install NetSuite bundle(s) — Please install the bundles in the same sequence mentioned below.
    • Bundle 1: “Celigo integrator.io” bearing ID: 20038.
      Note: Please click here to find the instruction on how to install the Celigo Integrator.io bundle in NetSuite.
    • Bundle 2: “novamodule AVC Template Bundle” bearing ID: 502862.
      Note: Please click here to find the instruction on how to install the bundle in NetSuite.
  3. After the installation of the bundles, go to Setup → Users/Roles and make sure if the Access Tokens option is available. If you do not see that option go to Setup → Company → Enable Features → SuiteCloud → Manage Authentication → Token Based Authentication (Please check that checkbox).
  4. Once that is completed, go to Setup → Users/Roles → Manage Roles and click the customize button on Celigo integrator.io Full Access w/o 2FA [Locked] role and rename the role to “novamodule Integration App”.
  5. Please make the below changes to the role.
    – In the case of a subsidiary, select SUBSIDIARY Restrictions to ALL (Radio Button field).
    NetSuite_Subsidiary_Restrictions.png
    – Go to subtab: Permissions → Lists & add ‘currency’ and ‘subsidiary’ with ‘FULL’ level access, in case they are missing.
    – Go to subtab: Permissions → Setup & mark all the permissions as ‘FULL’ level access and save the role record.                            NetSuite_Permissions.png
  6. Search for Employee Name in the global search which will be used to create the access token id and secret. After finding the correct employee record, navigate to Access tab and add the role which you created earlier – novamodule Integration App.
    NetSuite_Roles.png
  7. Generate Access token id & secret with App Name: “Novamodule eTail Connector” using the same employee which we used in the Step#6.
    Note: Please click here to find the instruction on how to generate NetSuite token id and secret. The role/employee used to generate token id and secret should not be deactivated in NetSuite.
  8. Store the token id & secret and use them to establish the connection in integrator.io.

Step 2: App installation in integrator.io

Here are the instructions to install a Celigo integrator.io quickstart template.

1. Access the Marketplace:

  • Log in to your integrator.io account.
  • Click on the Marketplace menu option.

2. Locate Your Template:

  • Scroll through the list or search for Amazon Vendor Central - NetSuite.
    Amazon Vendor Central (API) - NetSuite Quickstart Template.png

3. Initiate Installation:

  • Click the preview > button on the chosen template tile.

4. Review and Confirm:

  • The Install Wizard will display a list of components it will create in your account.
  • Click Install now to proceed.
  • Click Proceed to confirm.

5. Configure Connections:

  • Upon completion, you'll be redirected to the Setup page.
  • Set up the connections to each app using your account credentials:
    • Click Configure to open the connection for an endpoint.
    • Enter required connection details (username, password, API keys, etc.).
    • Click Test or Validate to ensure the connection is successful.
    • Click Save for each connection.

Additional Notes:

  • ReadMe File: Always refer to the quickstart template's ReadMe file for detailed instructions and any special requirements.

Congratulations! You've successfully installed your Celigo Amazon Vendor Central (API) - NetSuite quickstart template.