In order for MarketTime to communicate with NetSuite, there are a few preliminary requirements that must be met in order for an integration with MarketTime to be successful.
MarketTime recommends contacting your NetSuite Admin, or NetSuite directly if questions arise during the retrieval of the requested tokens and IDs noted below. This document serves as guidance and assumes the user has the knowledge and access to retrieve the required information.
It's recommended to follow the steps below in the order they're presented.
NOTE: This one of the steps below cannot be completed until the MarketTime Services bundle has been installed within NetSuite.
It's recommended to install this bundle before proceeding.
Common Permissions to Check on Your NetSuite Role
The following permissions will need to be enabled for full access by the user creating the tokens/IDs in this guide.
These are all located at Setup > Users/Roles > Mange Roles > Editing the relevant User Role.
- Transactions > Sales Order
- Lists > Payment Instruments
- Lists > Payment Card Tokens
- Lists > Perform Search
- Setup > Control SuiteScript and Workflow Triggers in Web Services Request
Enable Token-based Authentication, Web Services, and Custom Records
Token-based Authentication, SOAP/REST Web Services, and Custom Records must be enabled within NetSuite in order to proceed.
Please refer to this relevant NetSuite article for more information:
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/bridgehead_4253254429.html#procedure_4253064345
Create New Integration in NetSuite
Next, you'll want to create a new Integration within NetSuite to facilitate the connection between MarketTime and NetSuite. During this process, you'll be gathering a few unique keys that will be required by MarketTime.
To do this, navigate to Setup > Integration > Manage Integrations > New.
As you create the Integration, we recommend giving a recognizable name so you know what it's use is (e.g. "MarketTime Integration").
During the setup process, you'll want to ensure that Token-based Authentication is enabled and Authentication Code Grant is disabled.
When you click Save to save the integration, you will be presented with your Client Credentials.
MarketTime requires the Consumer Key/Client ID and Consumer Secret/Client Secret values.
These are found at the bottom of the screen as shown below.
It's very important to know these values only appear at this time and will not be displayed again.
Be sure to copy these values before existing the screen.
Creating an Access Token
Next, you'll need to create an Access Token. This is most conveniently accessed on the Home screen under Settings > Manage Access Tokens
From his screen, choose the Integration you created earlier in the Application Name field, then populate the User and Role fields with the appropriate selections.
For more information about which user/roles should be selected, see the NetSuite article below:
When you click Save to save the Access Token, you will be presented with your Token ID and Secret.
MarketTime requires both the Token ID and Token Secret values.
These are found at the bottom of the screen as shown below.
It's very important to know these values only appear at this time and will not be displayed again.
Be sure to copy these values before existing the screen.
Credit Card Tokens
The last step is to set the appropriate value for credit card tokens being delivered on orders originating from MarketTime.
NOTE: This step cannot be completed until the MarketTime Services bundle has been installed within NetSuite.
Navigate to Setup > Company > General Preferences > Custom Preferences
Found in the General section, the MarketTime CC Token Import Payment Method value under Markettime Services needs to be set to Payment Card Token (or your equivalent of Token).
If you are utilizing Solupay as your Payment Gateway in MarketTime, you will need to provide the Gateway ID to MarketTime.
Searching "solupay gateway list" within your NetSuite account's global search will provide you with the correct ID for your gateway.
Best Practices for Saved Searches in NetSuite
For best practices on setting up Saved Searches within NetSuite, see the helpful article below.
This includes how to find the Saved Search ID required to setup a product-based integration.