RSM InTIME to Netsuite Integration

NetSuite Integration Setup for InTIME

Web Service Setup

a) Enable Web Services

1. Go to Setup > Company > Enable Features > Suite Cloud

2. In the SuiteTalk section, tick SOAP Web Services

3. Save

b) Enable Token-Based Authentication

1. Go to Setup > Company > Enable Features > Suite Cloud > Manage Authentication

2. Enable Token-Based Authentication

3. Save

c) Create an Integration record

1. Go to menu Setup > Integration > Manage Integrations

2. Tap the New button

3. Set the name to "InTime". Tick the Token-Based Authentication option, untick the "TBA: AUTHORIZATION FLOW" and "AUTHORIZATION CODE GRANT" option, then tick the "TBA: ISSUETOKEN ENDPOINT" option. Optionally tick User Credentials.

4. Save and make a note of the Consumer Key and Consumer Secret (they won’t be visible again)

5. Make a note of the Application ID

d) Create a Web Services role

1. Go to Setup > Users/Roles > Manage Roles > New

2. Name it “Web Services”

3. Set the Accessible Subsidiaries to ALL

4. In the Permissions tab set:

   • Transactions > Find Transaction – Full

   • Transactions > Invoice – Full

   • Transactions > Bills - Full (Bills may be called Supplier Invoices)

   • Transactions > Pay Bills - Full

   • Transactions > Credit Memo - Full

   • Transactions > Enter Vendor Credits - Full

   • Lists > Customers / Clients – Full

   • Lists > Companies – Full

   • Lists > Currency – Full

   • Lists > Items – Full

   • Lists > Tax Records – Full

   • Lists > Accounts – Full

   • Lists > Vendors / Suppliers – Full

   • Lists > Documents and Files - Full

   • Setup > Log in using Access Tokens – Full

   • Setup > SOAP Web Services – Full

5. Save (changes to roles may take up to an hour to be picked up)

e) Assign the role to the web services user

1. Go to Lists > Employees > Employees

2. Select a user to be used for web services (or create a new one and tick Give Access)

3. Click Edit

4. In the Access tab, add the Web Services role

5. Save

f) Link SOAP Web Services to the user and role

1. Go to Setup > Integration > SOAP Web Services Preferences

2. Select a user to be used for web services and set the Web Services Default Role to “Web Services”

3. Save and make a note of the ID in the last column

g) Create an Access Token

1. Go to Setup > Users/Roles > Access Tokens > New

2. Select the InTime Integration record, User, and Role created above

3. Save and make a note of the Token ID and Token Secret (they won’t be visible again)

Gather Other Information

h) Find the Account ID

1. Go to Setup > Company > Company Information

2. Make a note of the ACCOUNT ID

i) Find the Subsidiary ID

1. Go to Setup > Company > Subsidiaries

2. Hover over the View link of the top-level subsidiary and make a note of the id

j) Find the Item subtypes

1. Go to Lists > Accounting > Items

2. Make a note of the SUBTYPE used for sales and purchases, e.g. “For Sale”

3. Make a note of the item names to be used by InTime, e.g. “Basic”, “O/T 1”

k) Find the account numbers for Purchase Invoices

1. Go to Lists > Accounting > Accounts

2. Find the account(s) with type Bank to use for payments (e.g. “Operating Account”) and make a note of the number (e.g. 1001)

3. Find the account(s) with type Accounts Payable (e.g. “Operating Account”) and make a note of the number (e.g. 2000)

NetSuite Integration Default Mapping