<img src="https://ws.zoominfo.com/pixel/UFH1H1ydGvMVOr12BP8x" width="1" height="1" style="display: none;">

Connecting NetSuite

(For the legacy NetSuite SuiteTalk integration - see instructions here)

Torii leverages NetSuite SuiteScript API, which allows Torii to automatically update your SaaS expenses without any user interaction. Torii connects to NetSuite using an installed Suitelet. The integration requires you to follow these 6 steps:

  1. Create Role
  2. Get Suitelet Script File
  3. Upload Suitelet Script File
  4. Create API Token
  5. Activate Suitelet
  6. Provide Data to Torii

 

Step 1 - Create Role


  • Create a new role by typing new role in the global search
  • Give the new role a name - Torii integration role
  • Check the Allow cross-subsidiary record viewing checkbox and select all Subsidiaries as shown in the following image:

    NetSuite integration - role setup
  • Go to Permissions -> Transactions and add the following permissions:
    • Note: you might not have all of the following permissions available in your NetSuite instance. This is okay, please add the permissions that are available.
    • Permission: Access Payment Audit Log Level: View
    • Permission: Adjust Inventory Level: View
    • Permission: Adjust Inventory Worksheet Level: View
    • Permission: Approve EFT Level: View
    • Permission: Approve Online Bill Payments Level: View
    • Permission: Approve Vendor Payments Level: View
    • Permission: Audit Trail Level: View
    • Permission: Bill Purchase Orders Level: View
    • Permission: Bills Level: View
    • Permission: Bin Putaway Worksheet Level: View
    • Permission: Bin Transfer Level: View
    • Permission: Build Assemblies Level: View
    • Permission: Build Work Orders Level: View
    • Permission: Calculate Time Level: View
    • Permission: Cash Sale Level: View
    • Permission: Cash Sale Refund Level: View
    • Permission: Check Level: View
    • Permission: Close Work Orders Level: View
    • Permission: Copy Budgets Level: View
    • Permission: Count Inventory Level: View
    • Permission: Create Allocation Schedules Level: View
    • Permission: Create Inventory Counts Level: View
    • Permission: Credit Card Level: View
    • Permission: Credit Card Refund Level: View
    • Permission: Credit Memo Level: View
    • Permission: Credit Returns Level: View
    • Permission: Currency Revaluation Level: View
    • Permission: Customer Deposit Level: View
    • Permission: Customer Payment Level: View
    • Permission: Customer Refund Level: View
    • Permission: Deposit Level: View
    • Permission: Deposit Application Level: View
    • Permission: Distribute Inventory Level: View
    • Permission: EFT Status Level: View
    • Permission: Edit Forecast Level: View
    • Permission: Edit Manager Forecast Level: View
    • Permission: Edit Profile Level: View
    • Permission: Employee Commission Transaction Level: View
    • Permission: Employee Commission Transaction Approval Level: View
    • Permission: Enter Completions Level: View
    • Permission: Enter Opening Balances Level: View
    • Permission: Enter Vendor Credits Level: View
    • Permission: Establish Quotas Level: View
    • Permission: Expense Report Level: View
    • Permission: Finance Charge Level: View
    • Permission: Find Transaction Level: View
    • Permission: Fulfill Orders Level: View
    • Permission: Generate Price Lists Level: View
    • Permission: Generate Statements Level: View
    • Permission: Import Online Banking File Level: View
    • Permission: Invoice Level: View
    • Permission: Invoice Approval Level: View
    • Permission: Invoice Sales Orders Level: View
    • Permission: Issue Components Level: View
    • Permission: Item Receipt Level: View
    • Permission: Item Fulfillment Level: View
    • Permission: Journal Approval Level: View
    • Permission: Make Journal Entry Level: View
    • Permission: Mark Work Orders Built Level: View
    • Permission: Mark Work Orders Firmed Level: View
    • Permission: Mark Work Orders Released Level: View
    • Permission: Matching Rules for Online Banking Level: View
    • Permission: Opportunity Level: View
    • Permission: Override Payment Hold Level: View
    • Permission: Partner Commission Transaction Level: View
    • Permission: Partner Commission Transaction Approval Level: View
    • Permission: Pay Bills Level: View
    • Permission: Pay Sales Tax Level: View
    • Permission: Post Vendor Bill Variances Level: View
    • Permission: Posting Period on Transactions Level: View
    • Permission: Purchase Order Level: View
    • Permission: Estimate Level: View
    • Permission: Receive Order Level: View
    • Permission: Receive Returns Level: View
    • Permission: Reconcile Level: View
    • Permission: Refund Returns Level: View
    • Permission: Return Auth. Approval Level: View
    • Permission: Return Authorization Level: View
    • Permission: Revalue Inventory Cost Level: View
    • Permission: Sales Order Level: View
    • Permission: Sales Order Approval Level: View
    • Permission: Set Up Budgets Level: View
    • Permission: Statement Charge Level: View
    • Permission: Timer Level: View
    • Permission: Track Time Level: View
    • Permission: Transfer Funds Level: View
    • Permission: Transfer Inventory Level: View
    • Permission: Transfer Order Level: View
    • Permission: Transfer Order Approval Level: View
    • Permission: Unbuild Assemblies Level: View
    • Permission: Vendor Bill Approval Level: View
    • Permission: Vendor Payment Status Level: View
    • Permission: Vendor Return Auth. Approval Level: View
    • Permission: Vendor Return Authorization Level: View
    • Permission: Vendor Returns Level: View
    • Permission: View Gateway Asynchronous Notifications Level: View
    • Permission: View Online Bill Pay Status Level: View
    • Permission: View Payment Events Level: View
    • Permission: Work Order Level: View
    • Permission: Work Order Close Level: View
    • Permission: Work Order Completion Level: View
    • Permission: Work Order Issue Level: View
  • Go to Permissions -> Lists and add the following permissions:
    • Permission: Accounts Level: View
    • Permission: Classes Level: View
    • Permission: Contacts Level: View
    • Permission: Currency Level: View
    • Permission: Customers Level: View
    • Permission: Departments Level: View
    • Permission: Documents and Files Level: View
    • Permission: Employees Level: View
    • Permission: Items Level: View
    • Permission: Locations Level: View
    • Permission: Partners Level: View
    • Permission: Perform Search Level: View
    • Permission: Tax Items Level: View
    • Permission: Tax Schedules Level: View
    • Permission: Vendors Level: View
  • Go to Permissions -> Setup and add the following permissions:
    • User Access Token: Full
    • Web Services: Full
  • Click Save

Step 2 - Get Suitelet Script File

Download Suitelet script file: netsuite_torii.js

Step 3 - Upload Suitelet Script File

  1. Type New script in the global search bar and choose Page: New Script

    NetSuite integration 1
  2. Click on the Plus icon that shows after hovering the Script File input field

    NetSuite integration 2
  3. Click Select File and choose the netsuite_torii.js file you downloaded in step 2 and click Save.

    Do not enter text or change the FILE NAME field.

    NetSuite integration 3
  4. Click Create Script Record

    NetSuite integration 4
  5. Enter Torii API for the name field and click Save.

    NetSuite integration 5

Step 4 - Create API Token

  1. Click on the Parameters tab and click New Parameter, then:

    NetSuite integration 6
    • Enter Torii API Token for Label field
    • Enter _torii_api_token for ID field
    • Choose Company for Preference field
    • Go to Access tab and choose None for DEFAULT LEVEL FOR SEARCH/REPORTING
    NetSuite integration 7
  2. Type General preferences in the global search bar and choose Page: General Preferences

    NetSuite integration 8
  3. Choose a Secure Token that will be used for authentication to the Suitelet. It should consist of at least 18 characters and be kept secret.

    On the Custom Preferences tab, edit the TORII_API_TOKEN with your Secure Token.

    NetSuite integration 9

    Copy the Secure Token as you will need it in the final step of the integration.

Step 5 - Activate Suitelet

Go to the script page: search for Scripts in the global search and find the Torii API script, click View.

Click Deploy Script

NetSuite integration 10
  • Set Status to Released
  • Set Event Type to POST Request
  • Set Execute As Role to Torii integration role
  • Check the Available Without Login checkbox
  • Check the Roles - Select all checkbox
  • Click Save
NetSuite integration 11

Copy the External URL (including what is covered in green on the following screenshot) as you will need it in the final step of the integration.

NetSuite integration 12

Step 6 - Provide Data to Torii

Enter the following details into the Torii NetSuite connector page:

  • The Torii API Token (Secure Token) from step 4
  • The External URL you copied in step 5
NetSuite integration 13

That's it

Good Job! Torii will take it from here.

Note: Initial data sync might take up to 48 hours.