Connecting to NetSuite

    Summary: The Ziflow integration with Oracle NetSuite makes it easy to connect your proofs to your CRM/ERP activity. Using the NetSuite Zibot, you can trigger proof review and approval project tasks directly in the NetSuite platform when new proofs or new versions are created. When a new proof or version is created, the Zibot will pass along the following task data in NetSuite:

    • Task name with simple text and JsonPath data
    • Status
    • Contraint type
    • Estimated work
    • Finish no later than
    • Assignees

    In order to start sending information from Ziflow to NetSuite, you will need to integrate both applications. 

    Where is the feature applied? Click on “Zibots” > “Applications” and select “Netsuite” from the “Connect Application” list.

    How does it work?

    Once you have selected “Netsuite” from the list you will need to fill out all necessary fields in order to connect both applications.

    Please take note that integration requires the following values to be set:

    • Account number
    • Consumer Key
    • Consumer Secret
    • Token ID
    • Token Secret

    To use the connection, the following things need to be done:

    1. Enable Token Based Authentication
    2. Create Integration record
    3. Create a Role and assign to a User
    4. Create an Access Token for the Integration record, User, and Role

    To have a fully working NetSuite connection, please follow the steps below:

    1. Go to Setup > Company > Enable Features > Suite Cloud > Manage Authentication
    2. Enable Token Based Authentication

    Now create Integration Record as shown below:

    1. Go to menu Setup > Integrations > Manage Integrations
    2. Tap the New button
    3. Set the name to "Ziflow integration". Please make sure to tick the Token Based Authentication option.
    4. Please copy Consumer Key and Consumer secret values to be used in application connection configuration.

    Please take note that Consumer Key and Consumer Secret values are displayed only once, so please make sure you copy them before going to another page.

    Now create a Role and assign to a User below:

    1. Go to Setup > Users/Roles > Manage Roles > New.
    2. Create a role and assign necessary permissions for Ziflow integration. 
    3. The role must have several permissions set up:
      • Project Tasks - Full
      • Projects - View
      • Resource - View
      1. Lists permissions
      2. Setup permissions
        • Access Token Management - Full
        • Custom Event Fields - Full
        • Log in using Access Tokens - Full
        • User Access Tokens - Full
        • Web Services - Full
    1. Assign the Role to the desired user that will be used for integration. Go to Lists > Employees > Employees > Edit user > Access tab > Roles subtab.

    Please remember that role permissions propagation might take some time.

    Create an Access Token for the Integration record, User, and Role.

    See below how to create an Access Token for the Integration record, User, and Role:

    1. Go to Setup > Users/Roles > Access Tokens > New.
    2. Select the Integration record, User, and Role created or referenced in the previous steps.
    1. Token Id and Token Secret will be displayed after tapping the save button. Please copy the Consumer Key and Consumer secret values to be used in connection process.

    After the above steps are completed, you can now use the Consumer Key, Consumer Secret, Token ID, and Token Secret in Ziflow “Connect to NetSuite” window.

    Additional information:

    • In order to send information from Ziflow to Netsuite you will need to configure a Zibot that will automatically create Netsuite tasks. Here's article explaining Netsuite Zibot configuration.