Prerequisites for connecting a NetSuite account with Salto
Enable SuiteCloud Development (SDF)
Install the Salto SuiteApp
Note: The Salto SuiteApp creates an integration as part of its installation. Please use that integration in the next steps. A custom integration that is created separately is not supported.
Generate authentication tokens for SDF and Salto SuiteApp
Enabling SuiteCloud Development (SDF)
📘 The below steps require admin permission for your NetSuite account.
Go to Customization -> SuiteBundler -> Search & Install Bundles and click.
Search for suitecloud, and choose the bundle SuiteCloud Development Integration
Click “Install” to start the bundle installation.
Go to Setup->Company->Enable Features
Choose the “SuiteCloud” tab and make sure the following features are enabled:
SOAP web services
REST web services
Token Based Authentication
OAuth 2.0
SuiteCloud Development Framework
Agree to all updates and Save.
Go to Customization -> SuiteBundler -> Search & Install Bundles -> List and click in order to verify that SDF installation is done.
Go to Setup -> Integration -> Manage Integrations and click "SuiteCloud Development Integration".
Verify that the integration's state is "Enabled" and that all grants under OAuth 2.0 are marked.
Installing the Salto SuiteApp (aka Salto Integration Application)
Go to SuiteApps
Search for “Salto”, and choose the SuiteApp called “Salto” and click "Install"
Go to Setup->Company->Enable Features
Choose the “SuiteCloud” tab and make sure the following features are enabled:
SOAP Web Services
REST Web Services
Token Based Authentication
Create bundles with SuiteBundler
Go to Customization -> SuiteCloud Development -> Installed SuiteApp List in order to verify that Salto's SuiteApp installation is done.
Generating Authentication Tokens for Salto SuiteApp
Go to the home screen, click on “Manage Access Tokens”.
Click on “New My Access Tokens”.
Choose “Salto Integration” from the “Application Name” dropdown.
Click "Save".
Copy the “Token ID” and “Token Secret” and save them. They will not be visible later on due to security reasons.
👍 You have successfully installed SuiteCloud Development (SDF) and Salto's SuiteApp.
You are now ready to connect your NetSuite account to Salto.
Authentication Instructions
In application credentials, provide:
NetSuite account ID - can be copied from your NetSuite URL (https://<NetSuiteAccountId>.app.netsuite.com)
Certificate ID for SDF OAuth 2.0 (please see instructions below)
Token ID and secret for Salto's SuiteApp
Example - Creating a New Environment
Note - to change the authentication credentials in an existing environment, click on the environment name and then click SETTINGS to access the adapter configuration and credentials area.
Create a new environment
Provide a name for the environment (this name can be changed later)
Click on "Connect an App"
Select NetSuite and click "Next"
Set the permissions for the credentials and click "Next"
Install the plugin in your Salto account and click "Next"
Provide your NetSuite Account ID and click "Next"
In the SDF OAuth credentials step, generate a certificate and save it to your computer.
Navigate in NetSuite UI to Setup > Integration > OAuth 2.0 Client Credentials (M2M) Setup and click "Create New"
Choose the Entity (employee), Role (Administrator), and "SuiteCloud Development Integration" as the Application. Upload the certificate and click "Save"
Copy your new SDF certificate ID and paste it back in Salto, then click "Next"
Provide the Salto SuiteApp Token ID and Token Secret and click "Authenticate"
When the credentials are verified, click "Next"
Select "Connect App" or "Connect App & Fetch" to finish the setup.
