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 Stripe Account
   You will need access to your Stripe account’s API keys. Either create one or ensure you have credentials to access. Click here to see details on how to create one if needed.

Stripe Restricted API Key Permissions (Optional)

For organizations who require restricted api access, create a restricted api key that will replace the standard api secret key.

Note: Stripe Connect accounts will need to also grant connect permissions.

Installation

Before the configuration, and testing can begin, let’s complete installation with the 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 Stripe Payout Integration App” bearing ID: 363447
     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 Set up → Users/Roles and make sure you see the option Access Tokens. If you do not see that option go to Set up → Company → Enable Features → Suite Cloud → Manage Authentication → Token Based Authentication (Please check this checkbox).
4. Once that is completed, go to Set up → Users/Roles → Manage Roles and click the customize button on role Celigo integrator.io Full Access w/o 2FA [Locked] and rename the role to Novamodule Stripe Integration Access.
5. Please make the below changes to the role.
   – In the case of a subsidiary, select SUBSIDIARY Restrictions to ALL (It’s a Radio button field).
   
   – Go to subtab:  Permissions → Lists  & add ‘currency’ and ‘subsidiary’ with ‘FULL’ access, in case they are missing.
   – Go to subtab:  Permissions → Setup & mark all the permissions as ‘FULL’ and save the role record.
6. Search for Employee and add the role (Novamodule Stripe Integration Access) which we created earlier under the Access tab.
7. Generate Access token & Key with App Name: “Novamodule eTail Connectors” for the Employee we added the Role in Step#6.
   Note: Please click here to find the instruction on how to generate NetSuite tokens. The role/employee used to generate tokens should not be deactivated in NetSuite.
8. Store the token & secret and use them to establish the connection in integrator.io.

Step 2: Preparing Stripe Account

1. Login to the Stripe account using the credential.
2. Navigate to Developers → API Keys. Click Reveal test key to copy secret key.

Step 3: Connection Setup in Integrator.io

1. Please click here to find the instruction to set up a NetSuite connection in integrator.io.

Step 4: App installation in integrator.io

1. Install “Stripe Payout Reconciliation for NetSuite Integration App” in integrator.io using the IO repository. Please click here to find out the instruction on how to install the App in integrator.io.
2. Please click on the pending setup button on the Stripe Integration tile and proceed with installing the Integration by setting up connections to both NetSuite and Stripe.

Note: In case you don’t have access to the Stripe Payout Reconciliation for NetSuite Integration App, please contact us through the support widget.

Next Steps