Your financial provider is providing you with an easy-to-use solution to share your Accounting information with them. This means no more collecting PDFs and sending them via email. This is a safe and secure option for sharing the data needed. If you’re leveraging Oracle Netsuite, these are the instructions to follow.
When your business customer navigates to the Railz Sites™ link that you shared or to the hosted Railz Connect™ widget, the accounting services will be displayed similar to the below image.
Your business customer will have to follow the following steps to connect Oracle Netsuite with Railz.
Select Oracle Netsuite from the list of Accounting Services and click Continue. The below screen will appear and the customer will be asked to enter their Account ID.
Step 1 of 6
To get the Account ID from Oracle Netsuite, log into https://system.netsuite.com/ and Navigate to Setup >> Integrations >> SOAP Web Services Preferences (See below image) and copy the Account ID, and paste it onto the required fields on the Railz widget, and click next
After entering the Account ID, the following steps need to be followed to enable Token-Based Authentication:
Step 2a of 6
Navigate to Setup >> Company >> Enable features.
Select SuiteCloud tab from the secondary navigation.
Step 2b of 6
Then select the following options and click next when completed.
In the SuiteTalk (Web Services) section, check Soap Web Services.
In the Manage Authentication section, check Token-Based Authentication.
After completing the above tasks, click Save.
Step 3 of 6
Next, Navigate to Setup >> Users/Roles >> Manage Roles >> New.
Fill in the following information:
Name - "Railz Integrator Role"
Check all the options under Subsidiary Restrictions
Select the following permissions accordingly
You can use the search option to easily search for the below permissions and on the right side of the screen, there will be a drop-down menu to select the level.
Transactions → Pay Bills
Transactions → Purchase Order
Transactions → Quote
Transactions → Refund Returns
Reports → Financial Statements
Lists → Accounts
Lists → Classes
Lists → Contacts
Lists → Currency
Lists → Customers
Lists → Documents and Files
Lists → Employees
Lists → Employee Record
Lists → Items
Lists → Locations
Lists → Subsidiaries
Lists → Tax Records
Lists → Vendors
Setup → Log in using Access Tokens
Setup → Manage Accounting Period
Setup → SOAP Web Services
Click save when completed and select next on Railz to proceed to the next step.
Step 4a of 6
To manage integrations, navigate to Setup >> Integration >> Manage Integrations >> New and fill in the following information,
Name - "Railz Integration"
State - Enabled
Under Authentication, select the option ‘Token-Based Authentication’
Under Authentication, uncheck the option ‘TBA: Authorization Flow’
Under OAuth 2.0, Uncheck the option ‘Authorization Code Grant’
Click on Save to save the above changes.
Step 4b of 6
The Consumer Key and the Consumer Secret will be displayed when the above changes are saved. Copy them onto the Railz Dashboard™ when prompted and click next to proceed to the next step.
The next step is to manage Access Tokens.
Step 5a of 6
Navigate to Setup >> Users/Roles >> Access Tokens >> New and select the following
Application name - Select the name of the integration created in the previous step
User - Select the user with the Railz Integration role
Role - The role will be populated once a user is selected
Step 5b of 6
When the above-entered details are saved, the token ID and Token Secret will be displayed which then needs to be copied onto Railz as displayed in the below screenshot.
Click next after entering the Token ID and the Token Secret onto Railz.
Step 6 of 6
Next, navigate to Setup >> Company >> Enable Features and Select the Items & Inventory tab.
Then enable Gift Certificates under Items and click Save.
When all the above steps are completed on the Oracle Netsuite website, navigate back to the Railz end and click next to finish the setup process. If all the details were added onto railz correctly you will get a message saying Oracle Netsuite was successfully connected onto Railz. (see the below screenshot)
If you have any questions or concerns, please reach out to your financial provider's support team. You can also email email@example.com with questions.