OAuth Setup
Access to your users’ NetSuite record through OAuth.
To setup your NetSuite app in Cobalt for OAuth, you will need the following credentials from your NetSuite account:
- Client ID
- Client Secret
- Account ID
- Scopes
Pre-requisites
- NetSuite account.
- OAuth Enabled in Netsuite.
Required Settings
- Mandatory Scopes
- rest_webservices
- suite_analytics
Enable OAuth in NetSuite
Before creating an app in NetSuite, you are required to enable OAuth. Follow the steps given below:
- Navigate to
Setup
>Company
>Enable Features
in your Netsuite account.
- Select the
SuiteCloud
tab present, scroll down and enable the following in your settings:
SOAP Web Services
(under SuiteTalk (Web Services))REST Web Services
(under SuiteTalk (Web Services))SuiteSignon
(under Manage Authentication)OAuth 2.0
(under Manage Authentication)
Creating an app in NetSuite
To create a NetSuite app and aquire the above mentioned credentials, please follow the steps mentioned below:
- Log in to your Netsuite account with Admin permissions.
- To get your Account ID, navigate to
Setup
>Company
>Company Information
and copy theAccount ID
present there.
- Click on
Setup
>Integration
>Manage Integrations
and chooseNew
.
- Enter the App Name and under
Authentication
>Token-based authentication
, first uncheck theTBA: Authorization Flow
and thenToken based authentication
.
You are required to first uncheck the TBA: Authorization Flow checkbox as it cannot be disabled if the Token based authentication checkbox is disabled first.
- Go to your
Apps catalog
in Cobalt > Search forNetsuite
>Settings
>Use your credentials
>Callback Url
> Copy it. Paste the Callback Uri underRedirect URI
field under OAuth 2.0 in the app. - Select the mandatory scopes in the Scope section under
OAuth 2.0
, as provided in your Cobalt Netsuite settings page and click on theSave
button.
- Scroll down and copy the Client ID and Client Secret from the
Client Credentials
section.
Configuring credentials in Cobalt
App settings page lets you configure the authentication settings for an OAuth 2.0
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials
. However, if you wish to use your own application,
select Use your own credentials
. Provide the aquired Client Id and Client secret and save it.
Configuring Scopes
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, go to your Netsuite account and update the scopes as added on Cobalt.
Select the OAuth App created for Cobalt > Click on Edit
> Add the scopes as added in Cobalt > Click on Save
.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.
Actions and triggers
Once the above setup is completed, you can create orchestrations of your use-cases using NetSuite actions and triggers. Following are the set of NetSuite actions and triggers supported by Cobalt.