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.
   
   Ensure you have administrator-level access to your NetSuite account. You will need NetSuite Account ID to install the integration app.
   
   
3. Access to Klaviyo
   You will need to have Admin role access to the Klaviyo account. Click here to see details on how to create one if needed.

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 Klaviyo NetSuite Integration” bearing ID: 446993.
     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).
   
   – 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.                           
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.
   
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

1. Install “NetSuite Klaviyo NetSuite Integration” Integration App in integrator.io using the repository.
   1. While logged into your integrator.io account, navigate to https://integrator.io/marketplace/netsuite and search for ‘Klaviyo - NetSuite’ (you can use Control/Command + F key combination to make it easier to perform a search);
   2. Click “Install” button
2. Locate your integration and click on ‘Continue setup”.
   
3. Follow the steps for each connection. If you previously installed relevant NetSuite bundles, all you want to do is click "Install" and "Verify now" immediately after.
   
4. Configuring the Klaviyo connection requires a default Base URI and authentication method. Use the below details for your setup.
   
   
   • Base URI: https://a.klaviyo.com/api/
     
     
     
   • Authentication Method Options - Read more about Klaviyo API keys
     • Public Key - Token using query parameter
     • Private Key - Token using request header
     • We recommend using the custom auth type and populate custom encrypted fields with {"token":"private_api_key"}
       
       
       
   • Setup Test Connection
     • HTTP method: Get
     • Relative URI: v2/lists?api_key={{connection.http.encrypted.token}}
       
       
       
5. Configure NetSuite connection as shown below. Be mindful of putting your own NetSuite account values where necessary. Once all relevant fields  are populated/selected, please click on ‘Test connection’ and wait for the integrator.io to display either a success message or failure. If the connection tested without issues, click Save & close to move to the next step.

Note: In case you don’t see “Install button” please contact us through the support widget.

Next Steps