1. Before you start
2. Preparing your NetSuite account
3. Installing the Routable SuiteApp
4. Connecting Routable to NetSuite
5. Creating an access token in NetSuite
6. Getting your subsidiary ID in NetSuite
7. Syncing Routable to NetSuite

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 NetSuite accounts:

• Access to a Routable account
• Administrator access to the NetSuite account
• Currencies must be set to USD 🇺🇸 in NetSuite

We recommend keeping your Routable account and your NetSuite account open in separate browser tabs at the same time while you complete this process.

Preparing your NetSuite account

Identify your account ID

The first thing you will need from your NetSuite account is the Account ID.

To find this in NetSuite:

• Navigate to Company Information (Setup > Company > Company Information) (📷 Screenshot)
• On the Company Information page, find your Account ID and take note of it (📷 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.

Enable SuiteCloud features

Next, you will need to enable a number of NetSuite SuiteCloud features.

To find where to enable SuiteCloud features:

• Navigate to Enable Features (Setup > Company > Enable Features) (📷 Screenshot)
• In the Enable Features page, navigate to the SuiteCloud sub-tab (📷 Screenshot)

Enable the following SuiteCloud features by checking the following boxes and agreeing to the terms:

1. Custom Records (in the "SuiteBuilder" section)
2. Client SuiteScript (in the “SuiteScript” section)
3. Server SuiteScript (in the “SuiteScript” section)
4. SOAP Web Services (in the “SuiteTalk (Web Services)” section)
5. REST Web Services (in the “SuiteTalk (Web Services)” section)
6. Token-Based Authentication (in the “Manage Authentication” section)

Finally, Save the enabled features.

Installing the Routable SuiteApp

To install the Routable app head to the SuiteApps section in your 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 you have already contacted Routable support and provided your Account ID you will see an Install button available on the right side. (📸 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 Routable to NetSuite

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 4 fields that will need to be filled out in order to connect the integration.

Creating an access token in NetSuite

A NetSuite Administrator will need to create an access token in NetSuite that will also be required to connect the integration. Most NetSuite users can create this access token from Home page. The access token created this way will be associated with the user who created it.

1. On your NetSuite Home page, locate the Settings tile and click Manage Access Tokens
2. On the Manage Access Token page, click New My Access Token
3. Complete the Access Token form
   • Application Name: Select Routable Integration
   • Token Name: This field is already populated by default by NetSuite with a concatenation of Application Name, User, and Role. If you prefer, you can enter your own name for this token.
   • Click Click Save
4. Take note of the Token ID and Token Secret

⚠️ Warning: The Token ID and Token Secret will not be viewable again after navigating away from the page. You may want to save your Token ID and Token Secret in a secure location.

If you are using a non-Administrator (limited permissions) role, you must create an access token on the Access Tokens page.

1. Navigate to the Access Tokens page (Setup > Users/Roles > Access Tokens)
2. On the Access Tokens page, click New Access Token
3. Complete the Access Token form
   • Application Name: Select Routable Integration
   • User: Select the NetSuite user that you want to be associated with this access token
   • Role: Select your limited permissions role
   • Token Name: This field is already populated by default by NetSuite with a concatenation of Application Name, User, and Role. If you prefer, you can enter your own name for this token.
4. Click Save
5. Take note of the Token ID and Token Secret

⚠️ Warning: The Token ID and Token Secret will not be viewable again after navigating away from the page. You may want to save your Token ID and Token Secret in a secure location.

Copy and Paste the Token ID and Token Secret, into your Routable integration settings

⭐️ Reminder: If you're connecting to a Sandbox Environment ensure that your Account ID field is formatted as "accountID_SBn" (where n is the Sandbox number typically found within your NetSuite Sandbox URL.)

Getting your subsidiary ID in NetSuite

You will be able to connect one Routable account to one NetSuite subsidiary.

To find the Subsidiary ID:

1. In NetSuite, navigate to Subsidiaries (Setup > Company (under Classifications) > Subsidiaries (📸 Screenshot)
2. Click View for the subsidiary that will be integrated with your Routable account (📸 Screenshot)
3. Locate the Internal ID and this is the Subsidiary ID. (📸 Screenshot)
4. Copy and paste the Subsidiary ID into your Routable integration settings.

Syncing Routable to NetSuite

After you have gone through all of the steps above and pasted all of the needed information from 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 NetSuite account.