NetSuite Connector Prerequisites for Successful Setup

TL;DR Opening

Before activating the NetSuite Connector, ensure you meet several critical prerequisites. This guide outlines the necessary requirements and steps to prepare your NetSuite account, marketplace, and third-party logistics services for integration.

General Prerequisites

To start, you must have access to several accounts and be familiar with the platforms involved. Here’s what you need to prepare:

• You must have an active account for NetSuite, your marketplace or cart, and a third-party logistics (3PL) provider, if applicable. You should be able to log in to each of these accounts.
• Familiarity with NetSuite, your marketplace or cart, and 3PL services is essential.

Specific Prerequisites for NetSuite

For the successful functioning of the NetSuite Connector, ensure the following:

• You should manually enter orders in NetSuite, ensuring that each record includes shipment and payment methods alongside any other relevant details, such as discounts.
• Properly configure your tax codes and rates in NetSuite. Your tax nexuses must be aligned to ensure orders reflect the correct tax rates.
• Create a taxable order in NetSuite to confirm that tax is applied correctly to items.
• You need to be capable of fulfilling orders, printing labels, generating tracking numbers, and performing related tasks in either NetSuite or your 3PL service.
• You should also be able to bill orders directly within NetSuite.

Prerequisites for Marketplace or Cart

Ensure your marketplace setup aligns with your NetSuite account:

• All items in your marketplace or cart must be reflected accurately in NetSuite. This means that stock-keeping units (SKUs) must match precisely between the marketplace and NetSuite, including item hierarchies.
• Identify which data elements you will synchronize between NetSuite and your marketplace. This includes order details, SKUs, quantities, prices, product descriptions, and any other necessary info.
• You will need the ability to place orders through your marketplace or cart to facilitate testing during integration.

Prerequisites for NetSuite Connector

Before setup, ensure you meet these requirements:

• Sign up on the app.farapp.com website.
• Be prepared to provide sample or test data when necessary, such as order IDs to assist with manual syncing. Common test data includes orders, fulfilled orders, products ready to sync, and refunded orders.
• If synchronizing products, ensure that the items are created accurately in both NetSuite and your marketplace or cart with the appropriate information.
• If refund synchronization is being set up, you must be able to process refunds in both NetSuite and your marketplace or cart with accurate data.

Enabling Features

To successfully enable the necessary features for the NetSuite Connector, follow these steps:

1. Navigate to Setup > Company > Enable Features in NetSuite.
2. Ensure to enable the required features, including:

   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

3. Click Save to confirm your changes.

Important: It is crucial to enable these features before installing the NetSuite Connector SuiteApp. Failure to do so, such as not enabling REST Web Services, may require manual adjustments to the NetSuite Connector's Web Services role to add the necessary permissions.

Key Takeaways

• Ensure accounts for NetSuite, marketplace/carts, and 3PL are active and accessible.
• Proper configuration of tax codes and order capabilities in NetSuite is vital.
• Synchronization of SKUs and other critical data between NetSuite and your marketplace is necessary.
• Enable essential features in NetSuite before installing the Connector SuiteApp.

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