Configuring NetSuite

The NetSuite integration includes a bundle that contains features that make the integration more efficient and secure. The bundle is required if you want to use token-based authentication, but is otherwise optional. The bundle contains:

  • ReadSoft custom role - describes the access rights needed by the integration. You can limit the access needed by applying this role to the integration login.
  • Item and Vendor saved searches - makes master-data synchronization faster. You must also specify the search IDs in the target system settings.

Installing the bundle

To install the ReadSoft Online bundle for NetSuite:

  1. In NetSuite, navigate to Customization > SuiteBundler > Search and Install Bundles.
  2. Search for “ReadSoft” and select ReadSoft Integration.
  3. Click Install and follow the NetSuite messages to accept and activate all parts of the bundle.