In order to successfully connect to your NetSuite account, you must
- Connect to NetSuite as an administrator
- Enable SuiteTalk (Web Services)
- Install a MineralTree bundle
Please follow these instructions to connect MineralTree to NetSuite.
Note: Steps 1-13 must be completed prior to entering your NetSuite credentials in the MineralTree setup window.
- Navigate to Setup > Company > Enable Features
- Navigate to the "SuiteCloud" tab
- In the SuiteTalk (Web Services) section, select the box for "Web Services". Accept the terms of service when prompted.
- Log into your NetSuite account with an administrator role. Navigate to Customization > SiteBundler > Search & Install Bundles
- Search for MineralTree
- Select “MineralTree Integration Bundle” (Bundle ID 203444)
- On the “Bundle Details” page, click “Install”
- On the “Preview Bundle Install” page, click “Install Bundle”
- You may verify the bundle is installing on the “Installed Bundles” page. The status should be Pending
- Once this is done, navigate to Lists > Mass Update > Mass Updates to allow syncing of vendors to MineralTree. (This update adds a hidden field to each Netsuite vendor record. This field allows us to see which subsidiaries the vendor is assigned to, beyond the primary subsidiary. This has no effect on Netsuite outside of the MineralTree sync.)
- Select Custom Updates > Vendor > MT Vendor Subsidiary List Mass Update
- In the Results tab, search for the field “Login Access” and click “Add”
- Preview the report
- If there are any vendors listed with “Login Access” - > Yes Uncheck them in the first column
- Click Perform update to proceed further
After completing the above steps, log into MineralTree. You will be prompted to enter in your NetSuite credentials.
Once you have successfully completed all these steps, MineralTree will begin syncing with NetSuite.