In order to use your Routable sandbox after you refresh your NetSuite sandbox account ↗, you will need to reconnect your Routable sandbox to your NetSuite sandbox. This process should only take a few minutes and it is very similar to setting up your integration → for the first time.

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

Uninstalling and reinstalling the Routable SuiteApp

Uninstall the Routable SuiteApp

To uninstall the Routable SuiteApp, navigate to the Installed SuiteApps page in your NetSuite account.

1. In you navigation menu, go to Customization > SuiteCloud Development > Installed SuiteApp List
2. From the installed SuiteApps list, identify the SuiteApp named Routable
3. Select Uninstall from the action menu and the uninstallation process will begin

For more information about uninstalling SuiteApps, see the NetSuite Help Center article Uninstalling SuiteApps Obtained from the SuiteApp Marketplace ↗

Reinstall the Routable SuiteApp

To reinstall the Routable SuiteApp, navigate to the SuiteApps page (SuiteApps Marketplace).

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.

Creating a new NetSuite access token

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

Updating your NetSuite credentials in Routable

To update your NetSuite credentials in Routable, navigate to the Manage NetSuite page in your Routable workspace settings.

1. Sign in to Routable and click on your name in the bottom left of the main navigation menu then select Manage integration
2. On the Manage NetSuite page, in the Manage your integration connection status section, click Update credentials
3. In the Update your NetSuite credentials page, input your new token ID and token secret then click Update and reconnect
4. Routable will re-sync with your NetSuite account and then you can use Routable again