Set up the NetSuite 2019.1 RESTlet

This article provides a quick walkthrough of the installation and setup of the NetSuite Restlet. This will greatly improve the look up times for interactions between the NetSuite API and Tenfold.

Note

If you have changed your NetSuite Admin since completing these steps, you will need to ensure the new Admin is the owner of the installed scripts. Failure to update the owner may prevent Tenfold from successfully locating CRM Records.

To set up the NetSuite 2019.1 RESTlet, complete the following procedures:

Add scripts to NetSuite

You will need a Contact, Lead, or Account to associate unmatched calls in your CRM. You can designate a contact that already exists or you can create a new one and name it something such as “Unmatched Calls.”

  1. Download RESTlet scripts from https://storage.googleapis.com/tenfold-netsuite-restlet/tenfold-oracle-netsuite-restlet.zip.

  2. After downloading the ZIP file, log in to NetSuite and upload the files.

    1. Click Documents > Files > SuiteScripts.

      SuiteScripts.jpeg

    2. Click Advanced Add.

      AdvancedAdd.jpeg

    3. Under ZIP ARCHIVE TO ADD, click Choose File and then select the tenfold-restlet.zip file that you downloaded in the first step.

      ZIPArchiveToAdd.jpeg

    4. Create a new folder called tenfold-restlet.

      TenfoldRestlet.jpeg

    5. Ensure the following files are in the folder:

      • load.js

      • netsuite_toolkit.js

      • search.js

      • upsert.js

      ScriptFiles.jpeg

Set up RESTlet endpoints

Create four RESTlet endpoints that correspond to each of the following uploaded files:

  • load.js

  • netsuite_toolkit.js

  • search.js

  • upsert.js

For each of the the scripts, perform the following steps:

  1. Navigate to Customization > Scripting > Scripts.

  2. Click New Script.

    ClickNewScript.jpeg

  3. Click the down arrows in the SCRIPT FILE field and then click List.

    ClickDownArrows.jpeg

  4. From the first dropdown, click SuiteScripts : tenfold-restlet and select the script you are setting up.

    SelectFromSuiteScripts.jpeg

  5. Click Create Script Record and name the script “Tenfold <script name>”.

    This will include Tenfold Load, Tenfold Search, and Tenfold Upsert, depending on the script you are creating.

    CreateScriptRecord.jpeg

  6. In the POST FUNCTION field, enter <script name>PostHandler.

    Use these names to correspond to the downloaded files:

    • load.js - → loadPostHandler

    • search.js → searchPostHandler

    • upsert.js → upsertPostHandler

    • endpoint.js → endpointPostHandler

  7. Under Libraries, make sure to include netsuite_toolkit.js for each:

    NetSuiteToolkit.jpeg

  8. Click Save then Deploy Script or Save and Deploy.

    SaveAndDeploy.jpeg

  9. Set up the deployment as follows:

    • Status – Released

    • Departments – Admin

    • Employees – Select All

    SetUpDeployment.jpeg

  10. Click Save, and then select RESTlet from the next page.

    SelectRestlet.jpeg

  11. After deploying, copy the EXTERNAL URL for the script.

    This is provided in the CRM settings on the Tenfold Dashboard. You can access it from Customization > Scripting > Script Deployments.

    ScriptDeployments.jpeg

Save Endpoints in the Tenfold Dashboard

  1. Log on to your Tenfold Admin Dashboard.

  2. Navigate to Company Settings > CRM.

  3. Click Change Advanced Options and paste the External URLs from NetSuite.

  4. When finished, click Save.

    SaveEndpoints.png

Questions? Feel free to reach out to our support team here.

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