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/mtFlow to be successful.
MarketTime will not assist in the setup of the components or 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.
Enable Token-based Authentication
Token-based Authentication 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-BASE AUTHENTICATION is enabled.
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 by searching for "access tokens" in the Search box.
Alternatively, navigating to Setup > Users/Roles > Access Tokens > New will take you to the same location.
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.
Install MarketTime Bundle
To facilitate the ability to receive credit card tokens, supply customer-specific price levels, and future functionality, the MarketTime bundle must be added to NetSuite.
To install a Bundle, this is most conveniently accessed by searching for "install bundles" in the Search box.
Alternatively, navigating to Customization> SuiteBundler > Search & Install Bundles will take you to the same location.
On the Search and Install Bundles screen, search for "markettime" to locate the bundle.
Click the name of the bundle to see the details and proceed.
Click Install on the resulting screen, then Install Bundle once you've reviewed the Preview Bundle screen.
If an update is available for the MarketTime Integration bundle, you will see the associated icon next to the Version of the bundle in your list of installed bundles:
Open the bundle and there will be an Update option.