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Connect with NetSuite

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This guide applies to NetSuite for AR Automation. For our full NetSuite solution, check out BlueSnap Global Payments for NetSuite.

This step-by-step guide covers how to connect your NetSuite account to AR Automation's robust invoicing platform, as well as how to add payment processing to your integration by connecting your NetSuite account to BlueSnap. You'll have access to the following features in your NetSuite account:

  • Send Payment Link, Payment Method Link, and Pay Balance Link directly to your customers.
  • Charge an open invoice via your customer's saved payment method.
  • View your customer's default saved payment method.

Connecting NetSuite and AR Automation

Follow the steps in this section to connect your NetSuite and AR Automation accounts.

Step 1: Enable Token-Based Authentication

  1. Go to Setup > Company > Setup Tasks > Enable Features.
  2. Open the Suite Cloud tab.
  3. Scroll down to the SuiteScript section, and select the following options:
    • Client
    • SuiteScript.Server
    • SuiteScript.
  4. On the SuiteCloud Terms of Service page, click I Agree.
  5. Scroll down to the Manage Authentication section, and select the Token-based Authentication option.
  6. On the SuiteCloud Terms of Service page, click I Agree.
  7. Click Save.

Step 2: Create a Token Role

  1. Search for page:role and click New Role.

  2. Navigate to Subsidiary Restrictions and add the following permissions:

    • Accessible Subsidiaries: All
    • Allow cross-subsidiary record viewing

  3. Navigate to Permissions and add the following permissions:

    PermissionValue

    Setup permissions

    Log in using Access TokensFull
    SOAP Web ServicesFull
    Deleted RecordsFull
    CRM ListsView
    Accounting ListsView

    Lists permissions

    AccountsFull
    Contact RolesFull
    ContactsFull
    CurrencyView
    CustomersFull
    Documents and FilesFull
    Financial HistoryView
    ItemsFull
    LocationsView
    Notes TabFull
    Record Custom FieldFull
    SubsidiariesView
    Tax ItemsFull

    Transactions permissions

    Calculate TimeView
    Credit MemoView
    Customer PaymentFull
    DepositView
    Find TransactionFull
    InvoiceFull
    TimerView

  4. Click Save.

Step 3: Add Token Management Permissions

  1. Go to Lists > Employees > Employees.
  2. Click Edit next to the name of the employee you want to assign the token-based authentication role.
  3. Click the Access tab.
  4. In the Role field, select the token-based authentication role for this employee.
  5. Click Add.
  6. Click Save.

Step 4: Create an Integration Record

  1. Go to Setup > Integration > Integration Management > Manage Integrations > New.
  2. Enter a Name for your application.
  3. (Optional) Enter a Description.
  4. The application State is Enabled by default.
  5. Enter a Note.
  6. On the Authentication tab, select the Token-based Authentication option.
  7. Click Save.
  8. On the confirmation page, get the Consumer Key and Consumer Secret values. You need these for Step 7.

Step 5: Create Access Tokens

  1. Search for page: tokens and click New Access Token.
  2. Select the application and role you created above and click Save.
  3. Get the Token IDand Token Secret values. You need these for Step 7.

Step 6: Get Account ID

  1. Go to Setup > Integration > Web Services Preferences.
  2. Get the Account ID. You need this for Step 7.

Step 7: Connect NetSuite to your AR Automation Account

  1. Log in to AR Automation.
  2. Go to Account > Accounting.
  3. Click Connect to NetSuite.
  4. Enter the following information that you collected in the prior steps:
    • NetSuite Account ID
    • Consumer Key
    • Consumer Secret
    • Token ID
    • Token Secret
  5. (Optional) If your NetSuite Account Domain is not system.na1.netsuite.com, enter your NetSuite Account Domain (for example: system.na2.netsuite.com).
  6. Click Connect.

Install BlueSnap Plugin for Automated Invoice PDF Sync

In order to be able to automatically import invoice PDF from NetSuite (instead of setting up manual workflows in NetSuite), follow the steps in this section to install the BlueSnap PDF bundle and complete setup in AR.

Step 1: Onboarding on AR side

Please contact support team or your implementation specialist asking to onboard your account for automatic Invoice PDF synchronization, providing your NetSuite Account ID. We then quickly onboard your account and you can proceed with the next steps.

Step 2: Install the BlueSnap PDF bundle.

  1. In your NetSuite account, go to Customization > Suitebundler > Search and Install Bundles.
  2. In the search bar, enter BlueSnap and click Search.
  3. Select the BlueSnapTransactionPDF bundle with ID 474036 and click Install.

Step 3: Get Transaction PDF Restlet URL.

  1. In your NetSuite account, go to Customization > Scripting > Script Deployments.
  2. Choose the following filters:
    • Type: RESTlet
    • Script: BlueSnap Transaction PDF Restlet
  3. In the list open the deployment by clicking on the View button.
  4. Copy path from the URL field.
    It should be similar to this: /app/site/hosting/restlet.nl?script=615&deploy=1

Step 4: Setup PDF Restlet URL in AR.

  1. Log in to AR Automation Top Level account.
  2. Go to Settings > Preferences > Invoices tab.
  3. Find preference setting Transaction PDF RESTlet URL.
  4. Paste the saved URL from NetSuite to this setting field value.
  5. Be sure the Use Accounting System PDF option is enabled.
  6. Save changes.

Connecting NetSuite and BlueSnap

Follow the steps in this section to add payment processing to your NetSuite integration.

Requirements

Make sure you've completed the following before proceeding.

Step 1: Install the BlueSnap bundle

  1. In your NetSuite account, go to Customization > Suitebundler > Search and Install Bundles.
  2. In the search bar, enter BlueSnap and click Search.
  3. Select the BlueSnap bundle with ID 353784 and click Install.

Step 2: Enter your AR Automation API Key in NetSuite

  1. In your NetSuite account, go to Setup > Company > Company Information.
  2. In the Armatic API Key field, enter your AR Automation API Key.
  3. Click Save.

Your NetSuite and BlueSnap accounts have been successfully connected and you can begin taking advantage of all the added features and functionality.


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Updated 6 months ago