Install Netsuite

This guide will help you install the Chargify Netsuite Integration. When you're finished, you will see Chargify data successfully sync to Netsuite.


Summary

Chargify Feature
Netsuite Integration
You Need
A Netsuite Account (Sandbox and/or Production); a Netsuite user with an administrator or "full access" role; experience with Netsuite
Code
No
Difficulty
◉◉

Installation

This guide will walk you through the connection process, linking to the important sections of documentation as you go. 

1. Enable the Integration In Chargify
Go to Config > Integrations > Netsuite. Click 'Enable NetSuite Integration'.

 

2. Create The 5 Netsuite API Tokens In NetSuite 45-60 minutes
At the end of this step, you will have 5 Netsuite Tokens (NetSuite Account ID, Consumer Key, Consumer Secret, Token ID, Token Secret). We recommend opening a notepad to copy and paste your keys as you obtain them. After the 5 credentials have been gathered, you will copy/paste them into Chargify in the next step.

 

  1. Locate Netsuite ACCOUNT ID   Start
    The ACCOUNT ID looks similar to TSTDRV1941000

  2. Create Integration Record to obtain CONSUMER KEY and CONSUMER SECRET   Start
    The CONSUMER KEY looks similar to: 4124a0d...
    The CONSUMER SECRET looks similar to: 3e0b8f5...

  3. Enable Token Based Authentication   Start
    The result of this step is simply checking a box to enable TOKEN-BASED AUTHENTICATION.

  4. Create a Token Role   Start  20-30 minutes
    This step adds permissions to the API Tokens.

  5. Assign Chargify Token Role   Start
    This step assigns the token to a Netsuite user.

  6. Create your Access Token to obtain TOKEN ID and TOKEN SECRET   Start
    The TOKEN ID looks similar to: 203cfad...
    The TOKEN SECRET looks similar to: b736213...


3. Configure Integration Settings In Chargify
Finally, you'll configure the settings.

  1. Enter Netsuite API Credentials   Help
    Go to Config > Integrations > Netsuite. Copy/paste your 5 tokens respectively.

  2. Map Chargify Products to Netsuite Items   Help

  3. Invoice Sync Settings   Help  

  4. General Sync Settings   Help  
4.  Test
Test your real use cases as needed. Use error handling and troubleshooting to help with any sync errors.

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