App Installation
Installation of Breadwinner for NetSuite is a simple but critical process. Please review this guide documentation prior to installing the application from the AppExchange for best success.
Breadwinner for Netsuite is a robust package with many facets to support NetSuite. Due to the complexity of the many objects and records found in NetSuite we suggest Breadwinner for NetSuite should be:
- Installed in Salesforce Enterprise edition or greater.
- Installed by a full Salesforce Administrator account.
- NetSuite Keys provided by a full NetSuite Administrator account.
- Salesforce now requires a Trailblazer Account to install apps from the AppExchange
Installation of the Breadwinner for NetSuite app is done from the Salesforce AppExchange following the same familiar process as other apps. Please note however, we suggest you select Install for Admins Only during this installation. This follows best practices for data security, controlling general user access to Breadwinner data when needed and not exposed by default.
Once the application has been fully installed you will find the Breadwinner for NetSuite in the Salesforce App Selector. Go ahead and click Breadwinner for NetSuite under Apps as shown. You should then be able to see that Breadwinner has installed many tabs such as NetSuite Companies and more.
With Breadwinner now installed, click the tab Breadwinner for NetSuite to access the Setup page where you will perform the initial setup tasks. Clicking Connect to NetSuite button will show a set of Key / Secret fields that must be filled with values generated in NetSuite. Our task now is to generate those values and enter them here.
To use the different NetSuite Web Services you need to ensure that their respective features are enabled in NetSuite before you connect to NetSuite from Breadwinner.
Enabling features is performed from the Enable Features tab.
- Go to Setup > Company > Setup Tasks > Enable Features
- Go to the SuiteCloud Subtab
- In the SuiteTalk (Web Services) section, check the SOAP Web Services feature
- In the SuiteTalk (Web Services) section, check the REST Web Services feature
- In the Manage Authentication section, check the Token-based Authentication feature
- Go to the Analytics subtab
- Check the SuiteAnalytics Workbook
Breadwinner uses NetSuite's Token-based Authentication (TBA) features to connect to their API. The following NetSuite Credentials are needed to make that connection:
- Account ID
- Consumer Key
- Consumer Secret
- Token Id
- Token Secret
It is suggested when creating these values to keep them in a secure document. When NetSuite Token keys and secrets are created, they will only be shown one time, and will have to be re-generated should they be lost. Also be very careful with these keys as they truly are "keys to the kingdom". Keep any documents safe from access and do not expose to prying eyes on screen in a screenshare. Below it is indicated with !!! when these secrets will be revealed onscreen during creation.
- Go to Setup > Company > Company Information
- On the Company Information page, you can see the Account Id Value on the right column
*Note: Some selections in this guide may not be available in NetSuite. Do carefully ensure all available settings are correct, some may be harder to locate.
- Go to Setup > Integration > Manage Integrations > New.
- Enter "Breadwinner" for the Integration record.
- The following values should be checked
- TOKEN-BASED AUTHENTICATION (TBA)
- USER CREDENTIALS
- The following values should be unchecked (these fields *might not be visible, which is OK)
- TBA: ISSUETOKEN AUTHENTICATION (*)
- TBA: AUTHORIZATION FLOW
- AUTHORIZATION CODE GRANT
- Leave the State set to the default value.
- Click Save. <!!! Sensitive Data will be shown when clicked>
- Copy the Consumer Key and Consumer Secret, which will appear only once. If you navigate away from the page you will have to recreate the key and secret.
*Note: Some selections in this guide may not be available in NetSuite. Do carefully ensure all available settings are correct, some may be harder to locate.
- On the NetSuite Home page (indicated with a Home icon), in the lower-left corner, there is a section called "Settings". Towards the bottom of that, click "Manage Access Tokens".
- Click "New My Access Token".
- On the Access Token page select "Breadwinner" (created in the integration record steps above).
- Click Save. <!!! Sensitive Data will be shown when clicked>
- Copy the Token ID and Token Secret, which will appear only once. If you navigate away from the page you will have to recreate another access token.
Now using the values created above, enter them in the Breadwinner for NetSuite application connection page. Then click Connect.
You should now see that Breadwinner indicates a successful connection.
If your connection fails, there might be several reasons:
- Your NetSuite Org has IP-based restrictions that prevent the Breadwinner servers from connecting. Please add the following IP Address to your white list: 54.146.35.211
- One of the many checkboxes was checked or unchecked in NetSuite.
In either case, please reach out to Breadwinner support, and we will gladly provide in-depth troubleshooting for you.
As soon as the NetSuite connection is made, Breadwinner will begin importing data from NetSuite. This includes values that will be used during setup, such as Subsidiaries which are used to define what transaction data is imported to Salesforce regularly. It may take a few minutes to retrieve this information from NetSuite completely.
You might need to change the authenticated user. The correct approach depends on whether you have the original Consumer Key and Consumer Secret.
- If you do not have the original Consumer Key and Consumer Secret, then you will need to regenerate all four values over again. We recommend you start by deleting the existing integration record "Breadwinner". Navigate to the section above Creating Required NetSuite Credentials and follow those steps (deleting the old integration record in the process).
- If you do have the existing Consumer Key and Consumer Secret saved from when you created it, then you will only need to generate two values, the Token ID and Token Secret. Navigate to the section above, Generating an Access Token, and follow that to regenerate the Token ID and Token Secret.
Once you have those four values (and the NetSuite Account ID, similar in nature to the Salesforce Org ID), navigate to the Breadwinner for NetSuite tab in Salesforce and click Reconnect. Enter the NetSuite Account ID and the four security credential values, and click Save. You have now established a new connection to NetSuite.
