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 acquire 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.
Provide the acquired Client ID and Client Secret under Settings of the app 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.
Accounts
Accounts
- Get Accounts - Get all accounts in Netsuite.
- Create Account - Create a new account in Netsuite.
- Update Account - Update an account in Netsuite.
Boms
Boms
- Get Boms - Get all Boms in Netsuite.
- Create Boms - Create a new Bom in Netsuite.
- Update Boms - Update an Bom in Netsuite.
- Get Bom by ID - Get a Bom by ID in Netsuite.
Campaigns
Campaigns
- Create Campaign - Create a campaign in Netsuite.
- Get Campaigns - Get Campaign list in Netsuite.
- Update Campaign - Update a campaign in Netsuite.
- Delete Campaign - Delete a campaign in Netsuite.
Contacts
Contacts
- Create Contact - Create a contact in Netsuite.
- Get Contact - Get all contacts in Netsuite.
- Update Contact - Update a contact in Netsuite.
Currency
Currency
- Get Currency - List all currencies in Netsuite.
- Create Currency - Create a currency in Netsuite.
- Get Currency By Id - Get a currency by ID in Netsuite.
- Update Currency - Update a currency in Netsuite.
Customer
Customer
- Get Customers - Get all customers in Netsuite.
- Create Customer - Create a customer in Netsuite.
- Get Customer By Id - Get a customer by ID in Netsuite.
- Update Customer - Update a customer in Netsuite.
Departments
Departments
- Get Departments - List all departments in Netsuite.
Employees
Employees
- Get Employees - Get all employees in Netsuite.
- Create Employee - Create an employee in Netsuite.
- Update Employee - Update an employee in Netsuite.
- Delete Employee - Delete an employee in Netsuite.
Inventory Items
Inventory Items
- Get Inventory Item - Get all inventory items in Netsuite.
- Create Inventory Item - Create an inventory item in Netsuite.
- Update Inventory Item - Update an inventory item in Netsuite.
Invoice
Invoice
- *Get Invoices - Get all invoices in Netsuite.
Opportunities
Opportunities
- Get Opportunities - Get all opportunities in Netsuite.
- Create Opportunity - Create an opportunity in Netsuite.
- Update Opportunity - Update an opportunity in Netsuite.
- Delete Opportunity - Delete an opportunity in Netsuite.
Sales Record
Sales Record
- Get Sales Record - Get all sales records in Netsuite.
- Create Create Sales Record - Create a sales record in Netsuite.
- Get Sales Record By Id - Get a Sales record by ID in Netsuite.
- Update Sales Record - Update sales record in Netsuite.
Subsidiary
Subsidiary
- Get Subsidiary - Get all subsidiaries in Netsuite.
- Get Subsidiary By Id - Get a subsidiary by ID in Netsuite.
Tasks
Tasks
- Create Task - Create a task in Netsuite.
- Get Tasks - Get all tasks in Netsuite.
- Update Task - Update task in Netsuite.
- Delete Task - Delete task in Netsuite.
Timesheets
Timesheets
- Get Timesheets - Get all Timesheets in Netsuite.
Vendors
Vendors
- Create Vendor - Create a vendor in Netsuite.
- Delete Vendor - Delete a vendor in Netsuite.
Others
Others
- HTTP Request - Make HTTP API calls to any NetSuite documented REST APIs.
Accounts
Accounts
- Get Accounts - Get all accounts in Netsuite.
- Create Account - Create a new account in Netsuite.
- Update Account - Update an account in Netsuite.
Boms
Boms
- Get Boms - Get all Boms in Netsuite.
- Create Boms - Create a new Bom in Netsuite.
- Update Boms - Update an Bom in Netsuite.
- Get Bom by ID - Get a Bom by ID in Netsuite.
Campaigns
Campaigns
- Create Campaign - Create a campaign in Netsuite.
- Get Campaigns - Get Campaign list in Netsuite.
- Update Campaign - Update a campaign in Netsuite.
- Delete Campaign - Delete a campaign in Netsuite.
Contacts
Contacts
- Create Contact - Create a contact in Netsuite.
- Get Contact - Get all contacts in Netsuite.
- Update Contact - Update a contact in Netsuite.
Currency
Currency
- Get Currency - List all currencies in Netsuite.
- Create Currency - Create a currency in Netsuite.
- Get Currency By Id - Get a currency by ID in Netsuite.
- Update Currency - Update a currency in Netsuite.
Customer
Customer
- Get Customers - Get all customers in Netsuite.
- Create Customer - Create a customer in Netsuite.
- Get Customer By Id - Get a customer by ID in Netsuite.
- Update Customer - Update a customer in Netsuite.
Departments
Departments
- Get Departments - List all departments in Netsuite.
Employees
Employees
- Get Employees - Get all employees in Netsuite.
- Create Employee - Create an employee in Netsuite.
- Update Employee - Update an employee in Netsuite.
- Delete Employee - Delete an employee in Netsuite.
Inventory Items
Inventory Items
- Get Inventory Item - Get all inventory items in Netsuite.
- Create Inventory Item - Create an inventory item in Netsuite.
- Update Inventory Item - Update an inventory item in Netsuite.
Invoice
Invoice
- *Get Invoices - Get all invoices in Netsuite.
Opportunities
Opportunities
- Get Opportunities - Get all opportunities in Netsuite.
- Create Opportunity - Create an opportunity in Netsuite.
- Update Opportunity - Update an opportunity in Netsuite.
- Delete Opportunity - Delete an opportunity in Netsuite.
Sales Record
Sales Record
- Get Sales Record - Get all sales records in Netsuite.
- Create Create Sales Record - Create a sales record in Netsuite.
- Get Sales Record By Id - Get a Sales record by ID in Netsuite.
- Update Sales Record - Update sales record in Netsuite.
Subsidiary
Subsidiary
- Get Subsidiary - Get all subsidiaries in Netsuite.
- Get Subsidiary By Id - Get a subsidiary by ID in Netsuite.
Tasks
Tasks
- Create Task - Create a task in Netsuite.
- Get Tasks - Get all tasks in Netsuite.
- Update Task - Update task in Netsuite.
- Delete Task - Delete task in Netsuite.
Timesheets
Timesheets
- Get Timesheets - Get all Timesheets in Netsuite.
Vendors
Vendors
- Create Vendor - Create a vendor in Netsuite.
- Delete Vendor - Delete a vendor in Netsuite.
Others
Others
- HTTP Request - Make HTTP API calls to any NetSuite documented REST APIs.
There are no triggers in this application.