Netsuite Setup Guide

Prerequisites

To connect NetSuite SuiteAnalytics to Matia, you need the following:

• A NetSuite administrative account
• The SuiteAnalytics Connect Service enabled with access to NetSuite2.com data source

Setup Guide

1. Find your service host, port, and account ID

1. Log in to your NetSuite account.
2. In the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.
3. Click Your Configuration. Your service host, port, and account ID information appear.
4. Make a note of your host, port and account ID. You will need them to configure Matia.

2. Enable Token-Based Authentication

1. In your NetSuite dashboard, go to Setup > Company > Enable Features.

2. On the SuiteCloud tab of the Enable Features page, check Client SuiteScript in the SuiteScript section.

3. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.

4. On the SuiteCloud tab of the Enable Features page, check Server SuiteScript in the SuiteScript section.

5. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.

6. On the SuiteCloud tab of the Enable Features page, check the Token-Based Authentication in the Manage Authentication section.

7. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.

8. Click Save.

   NOTE: For more information on enabling token-based authentication, see NetSuite's documentation.

3. Create Integration Record

1. Go to Setup > Integration > Manage Integrations > New.

2. Enter the name and optional description.(We recommend "MatiaIntegration").

3. Ensure State is Enabled.

4. Under the Authentication tab, check Token-based Authentication and uncheck all other options.

5. Click Save.

6. The system will display Consumer Key and Consumer Secret. Make a note of them. You will need them to configure Matia.

   IMPORTANT: Safely store these details. After you leave this page, they cannot be retrieved from the system. If you lose or forget these credentials, you will need to reset them to obtain new values.

   NOTE: For more information on creating integration records, see NetSuite's documentation.

4. Assign permissions to a user

1. Navigate to Setup > Users/Roles > Manage Roles > New.

2. Enter a memorable name in the Name input field for the role. (We recommend "MatiaRole").

3. Scroll down to the Permissions tab, click the Setup tab and add the following permissions:

   • Log in using Access Tokens
   • SuiteAnalytics Connect

4. Click Save.

5. Navigate to Setup > Users/Roles > Manage Users.

6. Decide which NetSuite user you want to connect to MATIA.

   NOTE: You can use a NetSuite user that has two-factor authentication (2FA) enabled or disabled.

7. Click on the username to open the user details page.

8. Click Edit.

9. Scroll down to the Access tab and click it. Ensure the Give Access box is checked. Add the following roles under the Roles tab:

   • the created dedicated Matia role ("MatiaRole" in the example)
   • the system Data Warehouse Integrator role

10. Click Save.

5. Create Access Token

1. Log in as an administrator or a user with the Access Token Management permission. Go to Setup > Users/Roles > Access Tokens and click New.

2. Select Application Name you specified when creating the Integration record ("MatiaIntegration" in the example).

3. Select User you have assigned the created role.

4. Select Data Warehouse Integrator from the Role menu.

5. Click Save and make a note of the Token ID and Token Secret displayed. You will need them to configure Matia

   NOTE: For more information on creating access tokens, see NetSuite's documentation

6. Get the Data Warehouse Integrator Role ID

1. In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Roles.
2. Find the Internal ID of the Data Warehouse Integrator role in the role list table on the Manage Roles page and make a note of it. You will need it to configure Matia

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Finish Matia Configuration

1. Enter Service Host, Service Port, and Account ID from step 1.
2. Enter Consumer key and Consumer secret from step 3.
3. Enter Token ID and Token secret from step 5.
4. Enter Role ID from step 6.
5. Click Test Connection.
6. Click Save.