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Introduction

Qobra connects to NetSuite with Token-Based Authentication (TBA), through the SuiteTalk REST web services. The integration is used to synchronize your NetSuite records into Qobra data tables, and optionally to import your users from NetSuite employees. It is read-only and does not write anything to your NetSuite account.

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Setup

The setup is done by a NetSuite administrator.

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1. Enable the features

Go to Setup > Company > Enable Features:
  • SuiteCloud subtab: check REST Web Services and Token-Based Authentication.
  • Analytics subtab: check SuiteAnalytics Workbook.

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2. Create a role for Qobra

Go to Setup > Users/Roles > Manage Roles > New and create a role dedicated to Qobra, with the following permissions: For instance, add Sales Order, Invoice or Customer with the View level if you want to import these records. Do not use the Administrator role: Oracle advises against it for web services integrations. See NetSuite’s documentation: Prerequisites and Setup for REST Web Services.

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User import permissions

These permissions are optional: add them to the role only if you want to import your users from NetSuite employees. Without them, Qobra cannot read your employees and the user import from NetSuite stays empty. See NetSuite’s documentation: Employee record in REST web services.

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3. Create a user for Qobra

Create a user dedicated to Qobra (Lists > Employees > New). On its Access subtab, give it access to NetSuite and assign it the role created at step 2.

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4. Create an integration record

Go to Setup > Integration > Manage Integrations > New, name it Qobra, and under Authentication check Token-Based Authentication. Save: the Consumer Key and Consumer Secret are displayed. See NetSuite’s documentation: Create Integration Records for Applications to Use TBA.

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5. Create an access token

Go to Setup > Users/Roles > Access Tokens > New, and select the Qobra application, the user created at step 3 and the role created at step 2. Save: the Token ID and Token Secret are displayed. See NetSuite’s documentation: Access Token Management – Create and Assign a TBA Token.
NetSuite displays the consumer and token secrets only once, at creation. Copy them right away: if you lose them, you will have to generate new ones.

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6. Fill in the connection modal in Qobra

The base URL and the account ID are both on Setup > Company > Company Information. The Base URL follows the format https://[ACCOUNT-ID].suitetalk.api.netsuite.com. See NetSuite’s documentation: URLs for Account-Specific Domains.
For a sandbox, the account ID is written differently in the two fields:
  • Base URL: lowercase with a hyphen, e.g. https://1234567-sb1.suitetalk.api.netsuite.com
  • Account ID: uppercase with an underscore, e.g. 1234567_SB1
The Base URL is never the URL of the NetSuite interface (app.netsuite.com).
Contact Qobra support for more information.