Prerequisites for NetSuite Connector Integration Setup

TL;DR Opening

To successfully activate the NetSuite Connector, ensure you meet the required prerequisites for your NetSuite account, related marketplaces, and third-party logistics. These steps will help you avoid potential errors during the setup process.

General Prerequisites

Before you begin, it's essential to meet key prerequisites:

• NetSuite Account: Ensure you have access to your NetSuite account, as well as to your marketplace or cart, and third-party logistics (3PL) service if applicable.
• Familiarity: You should be comfortable navigating and using NetSuite, your marketplace or cart, and 3PL services.

Prerequisites for NetSuite

To ensure smooth functionality with the NetSuite Connector, you should be able to:

• Manually Enter Orders: Ensure you can manually enter orders in NetSuite with accurate details like shipment and payment methods, as well as discounts.
• Tax Configuration: Properly configure your tax nexuses in NetSuite to accurately reflect taxes on orders.
• Create Taxable Orders: Test by creating a taxable order in NetSuite to verify tax assignment.
• Fulfill Orders: You should be able to fulfill orders, print labels, generate tracking numbers, and perform similar tasks in NetSuite or your 3PL.
• Billing: Ensure you can bill orders in NetSuite.

Prerequisites for Marketplace or Cart

Your marketplace or cart setup is critical for integration:

• Item Availability: Confirm that all items in the marketplace or cart are represented in NetSuite, with matching stock-keeping units (SKUs).
• Data Syncing: Identify what data (order details, SKUs, prices, etc.) needs to sync between your marketplace and NetSuite.
• Order Placement: Test placing orders on your marketplace to create sample orders for testing the connector.

Prerequisites for NetSuite Connector

Next, ensure you have completed the following specific actions for the NetSuite Connector:

• Sign Up: Register at the app.farapp.com website.
• Provide Sample Data: Be prepared to supply sample or test data when required, such as order IDs for testing purposes. Common test data includes orders, fulfilled orders, and refunded orders.
• Sync Setup: For product sync, ensure you can create items in both NetSuite and your marketplace or cart with accurate data.
• Refund Sync Setup: Ensure you can process refunds in both systems correctly.

Enabling Features

Ensure you enable necessary features in NetSuite:

Steps to Enable Features:

1. Navigate to Setup > Company > Enable Features.
2. Enable the following features:
   | 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: Ensure these features are enabled before installing the NetSuite Connector SuiteApp. If the REST Web Services feature is disabled upon installation, you will need to manually add permissions afterward.

3. Click Save to apply your changes.

Key Takeaways

• Confirm access to all relevant accounts (NetSuite, marketplace/carts, 3PL).
• Ensure all items are matched and available in NetSuite.
• Prepare sample and test data for verification during setup.
• Enable all necessary features in NetSuite before installation.