To start using this integration, you need to connect Netsuite and Optiply.
To do this, you need only follow a few simple steps.
Here is how:

​1.NetSuite Account ID

Go to Setup > Company > Company Information

Look for Account ID in the list

These are generated when you create a new integration record.

Steps:

Generate an Access Token Key/Secret Pair – to do this will need to create an Integration Role and assign it to a User.

Head to Setup > Users/Roles > Manage Roles > New

Setup > Users/Roles > Manage Roles > New

On the new role page, choose a name for your integration role

Name the Integration Role

Now you can configure the minimum permissions:

Setup - User Access Token (Full)

Setup - SOAP Web Services (Full)

Setup - Log in using Access Tokens (Full)

Setup - Integration Application (Full)

Setup - REST Web Services (Full)

Setup - Access Token Management (Full)

Add minimum permissions to use the API

Add the permissions you need to access relevant data in: Accounts, Vendors, InventoryTransfer, InventoryAdjustment, PriceLevel, Items, InventoryItem, ItemAccountMapping, ItemFulfillment, ItemReceipt, SalesOrders, PurchaseOrder sections. See a full list of available objects in the NetSuite docs

Permissions to access specific objects

Once you’re ready, press Save

If you would like to create a new User for the Integration, head to Lists > Employees > Employees > New

Lists > Employees > Employees > New

Alternatively, if you already have a User you’d like to use ready, head to Lists > Employees > Employees > Search and open the user.

Lists > Employees > Employees > Search

Once you have opened the relevant user, and select Edit

Edit Employee

Scroll down to the Access > Roles tab, and add our new Integration Role to the list

Add Integration Role to User

Press Save

The final step is to generate the Access Token Key/Secret Pair for the User.

Head to Setup > Users/Roles > Access Tokens > New

Setup > Users/Roles > Access Tokens > New

On the Access Token page, select the Integration Record (Application Name), User, and Role we just set up

Access Token Page

Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page:

All done!

You’ll need to provide:

NetSuite Account ID

NetSuite Consumer Key

NetSuite Consumer Secret

NetSuite Token Key

NetSuite Token Secret

And you’re ready to use NetSuite integration via Optiply
​

​
Log in to Optiply, select Settings, Integrations and next select "Add a source"
​

This will trigger a pop-up that will show you all the available integrations.
You can search for your preferred integration from the search bar.
Click on the NetSuite logo and select "Next"

A new pop-up will appear.
Here, all you have to do is fill in your credentials

After all the information is filed in click "Connect" and that is it!
Your connection is now established, and the synchronisation process will begin.

If you have any questions, please reach out to us at support@optiply.nl or by chat message. We are more than happy to answer all your questions!