Before You Start
The setup process should only take about 15 minutes for most accounts, however it can take longer depending on the amount of data in your account.
Before you get started, please note the following requirements for both your Routable and Oracle NetSuite accounts:
Access to a Routable account
Administrator access to the Oracle NetSuite account
Access to SuiteApp in Oracle NetSuite
Currencies must be set to USD 🇺🇸 in Oracle NetSuite
We recommend keeping your Routable account and your Oracle NetSuite account open in separate browser tabs at the same time while you complete this process.
Preparing Your Oracle NetSuite Account
The first thing you will need from your Oracle NetSuite account is the Account ID.
To find this in Oracle NetSuite:
Hover over Setup > Integration
Click SOAP Web Services Preferences. (📸 Screenshot)
The Account ID is displayed on the top left. (📸 Screenshot)
⭐️ Important: Before you can connect your integration, you will need to contact Routable support and provide this Account ID to our support team. We require this ID to be enabled on our side before you can proceed with the steps to install the Routable SuiteApp below.
Next, you will need to update your Oracle NetSuite authentication settings:
Hover over Setup > Company
Click Enable features (📸 Screenshot)
Here you will need to enable the following options under the Manage Authentication section:
✅ Check Token-Based Authentication (📸 Screenshot)
Click I agree on the SuiteCloud Terms of Service page
Installing the Routable SuiteApp
To install the Routable app head to the SuiteApps section in your Oracle NetSuite account.
Click on the SuiteApps link in your menu bar (📸 Screenshot)
Search for "Routable"
Click on the app in the search results (📸 Screenshot)
If this step has not been completed, you will see Limited Access and you will need to provide us with your Account ID first in order to proceed. (📸 Screenshot)
⭐️ Important: If you have NetSuite users with custom permissions you will want to do one of the following:
Install the Routable SuiteApp after hours
Instruct all users to log out then sign back in after the NetSuite admin installs the Routable SuiteApp
This will prevent your team from running into errors after installing the Routable SuiteApp.
Connecting the Integration in Routable
Next, log in to your Routable account and head to your Account Settings > Integrations.
Under the section for NetSuite click the button to Connect your ledger. This brings up a page with 6 fields that will need to be filled out in order to connect the integration.
Creating a New Integration in Oracle NetSuite
After you have prepped your Oracle NetSuite, installed the Routable SuiteApp, and started the process of connecting the integration in your Routable settings, an Oracle NetSuite Administrator will need to create a new integration in Oracle NetSuite.
This will allow you to obtain both the Consumer Key and Consumer Secret that are required to connect the integration.
In Oracle NetSuite, hover over Setup > Integration > Manage Integrations > Click New (📸 Screenshot)
Ensure the State field is Enabled
Enter “Routable” in the Name field
✅Check the box for TOKEN-BASED AUTHENTICATION
🚫Uncheck the box for TBA: AUTHORIZATION FLOW
🚫Uncheck the box for AUTHORIZATION CODE GRANT (📸 Screenshot)
Copy and Paste the Consumer Key and Consumer Secret into your Routable integration settings. (📸 Screenshot)
⚠️ Warning: This information will not be viewable again after navigating away from the page, so you may want to save your Consumer Key and Consumer Secret in a separate document.
Creating Access Tokens in Oracle NetSuite
Next, an Oracle NetSuite Administrator will need to create access tokens in Oracle NetSuite that will also be required to connect the integration.
Click Manage Access Tokens from the Settings box on the bottom left side of the Home page in Oracle NetSuite (📸 Screenshot)
Click New My Access Token (📸 Screenshot)
Enter “Routable” in the Application Name field (📸 Screenshot)
Copy and Paste the Token ID and Token Secret, into your Routable integration settings. (📸 Screenshot)
⚠️ Warning: This information will not be viewable again after navigating away from the page, so you may want to save your Token ID and Token Secret in a separate document.
Getting Your Subsidiary ID in Oracle NetSuite
You will be able to connect one Routable account to one Oracle NetSuite subsidiary.
To find the Subsidiary ID:
In Oracle NetSuite, hover over Setup > Company under Classifications > click Subsidiaries (📸 Screenshot)
Click View for the subsidiary that will be integrated with your Routable account (📸 Screenshot)
Locate the Internal ID and this is the Subsidiary ID. (📸 Screenshot)
Copy and Paste the Subsidiary ID into your Routable integration settings.
Syncing the Integration in Routable
After you have gone through all of the steps above and pasted all of the needed information from Oracle NetSuite into your Routable integration settings, you are ready to connect your integration.
Click the Connect to NetSuite button to start your initial integration sync. Please note that this sync may take longer, depending on how much data you have in your Oracle NetSuite account.