NetSuite Connector Activation Requirements and Setup

TL;DR Opening

Activating the NetSuite Connector requires several important prerequisites, including account setups for NetSuite and your associated marketplace or service providers. Completing these steps ensures a smooth integration process and prevents potential errors during use.

General Prerequisites

To successfully activate the NetSuite Connector, ensure you meet the following prerequisites:

• Account Access: Have accounts for NetSuite, your marketplace, and optionally, a third-party logistics (3PL) service.
• Familiarity: Be comfortable with navigating and utilizing NetSuite and your marketplace or cart service.

Prerequisites for NetSuite

To prepare your NetSuite environment:

• Manual Order Entry: Ensure you can manually enter orders into NetSuite, capturing all necessary shipment and payment details, as well as any discounts expected from the connector.
• Tax Configuration: Set up tax codes and nexuses in NetSuite so that tax calculations are accurate for orders.
• Test Order Creation: Create a taxable order to verify that items are assigned the correct tax.
• Fulfillment Operations: Be capable of performing operations in NetSuite, such as fulfilling orders, printing labels, generating tracking numbers, and handling billing.

Prerequisites for Marketplace or Cart

Ensure the following for your marketplace:

• Item Syncing: All market items must match exactly with SKUs in NetSuite, including adherence to the item hierarchy.
• Data Synchronization: Clearly identify which data will synchronize between NetSuite and your marketplace, such as SKUs, quantities, and product descriptions.
• Test Ordering: Be able to place test orders through your marketplace to validate the connector's functionality during integration.

Prerequisites for NetSuite Connector

To finalize your connector readiness:

• Sign-Up Requirement: Make sure you have signed up at the app.farapp.com site.
• Test Data Provisioning: Be prepared to provide test data as required by NetSuite Connector, such as order IDs for sample orders.
• Item Creation: If setting up product sync, ensure that you can create matching items in both NetSuite and your marketplace.
• Refund Processing: If configuring refund sync, be capable of processing refunds in both systems.

Enabling Features

To enable necessary features:

1. Navigate to Setup > Company > Enable Features.
2. Enable the following features as detailed:

   Subtab	Feature
   CRM	Customer Relationship Management
   Items & Inventory	Inventory
   SuiteCloud	- Custom Records
   	- Client SuiteScript
   	- Server SuiteScript
   	- SOAP Web Services
   	- REST Web Services
   	- Token-Based Authentication

Important: You must enable these features prior to the installation of the NetSuite Connector SuiteApp. If REST Web Services is disabled during installation, you will have to manually add the Full permission to the NetSuite Connector role.

3. Click Save to apply your changes.

Key Takeaways

• Establish accounts for all necessary services before activation.
• Make sure your tax setup in NetSuite is accurate for order fulfillment.
• Perform manual order entry and testing as part of your prep work.

Source: This article is based on Oracle's official NetSuite documentation.