NetSuite

Prerequisites

To complete the NetSuite integration with Clario, you need the following:

• A NetSuite administrative account

• The SuiteAnalytics Connect Service enabled with access to the NetSuite2.com data source

Step 1: Find service host, port, and account ID

Log in to your NetSuite account. In the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.

Click Your Configuration. Your service host, port, and account ID information appear. Make a note of these values — you will need to provide them to Clario.

Step 2: Enable token-based authentication

In your NetSuite dashboard navigate to Setup > Company > Enable Features.

On the SuiteCloud tab of the Enable Features page, check Client SuiteScript in the SuiteScript section. Click I Agree to accept the SuiteCloud Terms of Service.

On the SuiteCloud tab of the Enable Features page, check Server SuiteScript in the SuiteScript section. Click I Agree to accept the SuiteCloud Terms of Service.

On the SuiteCloud tab of the Enable Features page, check Token-Based Authentication in the Manage Authentication section. Click I Agree to accept the SuiteCloud Terms of Service.

Click Save.

Step 3: Create Integration record with token-based authentication permissions

Navigate to Setup > Integration > Manage Integrations > New.

Use the following values to complete the integration dialog:

Field	Value
Name	ClarioIntegration
Description	Clario first party data integration
State	Enabled
Authentication > Token-Based Authentication	Checked

Click Save.

NetSuite will display a Consumer Key and Consumer Secret. Make note of both of these as you will need to provide them to Clario.

Safely store these details. After you leave this page, they cannot be retrieved. If you misplace these credentials, you will need to reset them to obtain new values.

Step 4: Assign permissions to user

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

In the Name input field, use the value: ClarioIntegrationRole

Select the Permissions tab and then click the Setup tab within it. Add the following permissions:

• Log in using Access Tokens

• SuiteAnalytics Connect

Click Save.

Navigate to Setup > Users/Roles > Manage Users.

Identify a NetSuite user you want to connect to Clario; you may create a dedicated user if you prefer.

Click on the username to open the user details page.

Click Edit.

Select the Access tab. Ensure the Give Access box is checked. Add the following roles under the Roles tab:

• ClarioIntegrationRole

• Data Warehouse Integrator

Click Save.

Step 5: Create access token

Log in to NetSuite as an administrator with the Access Token Management permission.

Navigate to Setup > Users/Roles > Access Tokens > New.

On the Access Token page:

• Select ClarioIntegration from Application Name dropdown

• Select the user you identified or created in Step 5 for the User dropdown

• Select Data Warehouse Integrator from the Role dropdown

Click Save.

Note the Token ID and Token Secret displayed as you will need to provide to Clario.

Step 6: Find data warehouse integrator role ID

Navigate to Setup > Users/Roles > Manage Roles.

Find the Internal ID of the Date Warehouse Integrator role in the role list table on the Manage Roles page. Make note of the ID as you will need to provide it to Clario.

Step 7: Provide details to Clario

Clario needs the following information to complete our side of the integration:

Service Host
Service Port
Account ID
Consumer Key
Consumer Secret
Token ID
Token Secret
Data Warehouse Integrator internal role ID