This document lists the steps required to authenticate Chargebee to communicate with NetSuite. The following details should be noted as part of the process
Kindly copy and paste the details in a document as the details cannot be retrieved once NetSuite screens is closed.
Step 1: Navigate to Setup > Integration > Manage Integration > New
Step 2: Enter the basic Integration details.
Token Based Authentication should be checked.
Step 3: Click Save.
Once created, NetSuite will display the Keys.
Please save the info for future reference
You cannot retrieve the info once you navigate away from the page (so you will have to create it again). So ensure you have copied the keys before proceeding.
Navigate to Setup > Users/Roles > Manage Roles > Create New
Set accessible subsidiaries to ALL.
In the Permissions tab, add the following permissions -
Level should be = ‘Full' for all privileges.
Once the privileges are created, please save and proceed.
Step 1: Navigate to Setup > Manage Users
Step 2: Select a user or create a new User
Step 3: Assign the new Role created to this User
Step 4: Update the permissions in the Global Permissions tab as mentioned below:
Navigate to Setup > Users/ Roles > Access Tokens > Create New Token
Select the new details you created
Once saved, NetSuite will display the following info -
Copy the info:
Navigate to Setup > Company > Company Information
Copy the Account ID.
If you have taxes enabled in Chargebee for US, then please update tax settings as mentioned in the screen below -
The process is now complete.