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Gatekeeper NetSuite Integration Guide

Learn how to setup this powerful integration and begin syncing Gatekeeper onboarded vendors into NetSuite

Installation Prerequisites

A number of features must be enabled in NetSuite before installing Gatekeeper’s SuiteApp.

  1. As an Administrator, navigate to Setup > Company > Enable Features:
  2. Locate the SuiteCloud sub-tab:


  3. Under the section Manage Authentication, ensure that the following features are enabled:


  4. Review and agree to the Terms of Service.
  5. Under the section SuiteTalk (Web Services), ensure that the following features are enabled:

  6. Under the section SuiteCloud Development Framework ensure the following features are enabled:
  7. Review and agree to the Terms of Service.
  8. Click Save.

Installation

Gatekeeper’s SuiteApp is available from the SuiteApp Marketplace and may be installed by following these steps.

  1. Navigate to the SuiteApp Marketplace by either:
    1. Clicking on SuiteApps in the navigation bar (if available):
    2. Typing SuiteApp into the global search and selecting SuiteApp Marketplace:
  2. Locate the Gatekeeper SuiteApp using Search Apps and then click on the icon:
  3. Click Install:
  4. This page will display the progress and once complete will show the status as Installed.

Integration Configuration

 

The following steps need only be performed on installation.

Configure Users & Roles

  1. Select an appropriate User for the integration and Edit the record in NetSuite.
  2. Under the Access subtab, assign the Gatekeeper Integration role from the SuiteApp:
  3. Click Save.

Create Integration Record

  1. Navigate to Setup > Integration > Manage Integrations.
  2. Click New.
  3. Update the new record as follows, ensuring that Token-Based Authentication is checked:


  4. Make a note of the Consumer Key / Client ID and Consumer Secret / Client Secret for use in the setup in Gatekeeper.

For security reasons, this is the only time that these values are displayed.

Create an Access Token

  1. Navigate to Setup >Users/Roles > Access Tokens.
  2. Click New Access Token.
  3. Select the Application (Integration Record), User and Role configured in the previous steps:
  4. Click Save.
  5. Make a note of the Token ID and Token Secret for use in the setup in Gatekeeper.

For security reasons, this is the only time that these values are displayed.

Gatekeeper Portlet

  1. Within Netsuite, navigate to Setup > Custom > Gatekeeper Setup
  2. Enter your Gatekeeper region, tenant ID & API Key and click save
  3. Navigate to the Gatekeeper tab in Netsuite & click setup in the portlet.
  4. Select the source to be [GATEKEEPER] Visualisation Portlet and click save.
  5. You should now see your Gatekeeper Tenant within Netsuite.

You can find your API key within the API documentation for your tenant by navigating to the following link (replacing the uppercase with your details): https://REGION.gatekeeperhq.com/TENANT_ID/api_docs

Configuring Gatekeeper

  1. Within Gatekeeper as an administrator with Configuration access, navigate to Settings > Configuration > Netsuite and click enable.
  2. Input the details you saved for later whilst configuring Netsuite.
  3. Click Save.
  4. Once you have saved the configuration if you have a Netsuite OneWorld account tick the OneWorld checkbox and select the default subsidiary for Suppliers to be created with from the dropdown.
  5. Click save.
  6. If you would also like Spend data to be synced back to Gatekeeper from Netsuite, click the toggle to enable the Spend Feature.

Here is an example of a complete configuration of a OneWorld account in Gatekeeper:

Enabling the Sync to Netsuite actions in Workflows

Please ensure you have completed all of the above requisites before attempting to enable the actions within Workflows

  1. Navigate to the Workflow Phase Action configuration which has a Supplier action of Create or Update that you would like to sync to Netsuite along with that action.
  2. Enable the 'sync to NetSuite' sub-action.
  3. Click Save.

All Suppliers that have this action executed will now be synced to Netsuite. 

Viewing Netsuite synced Vendors in Gatekeeper

Once you have synced a Vendor to Netsuite via gatekeeper it will be tagged with a link to the associated record in Netsuite within the Vendors data page in Gatekeeper.

 

You will also have a new column that you can enable within the Vendor repository view which will allow you to view all Vendors that have been synced to Netsuite.

Upgrading the SuiteApp

It is recommended to regularly update the SuiteApp in order to access new features, enhancements, and issue fixes.

  1. Follow step 1-2 from “Installation”.
  2. Click Upgrade.

This page will display the progress and once complete will return the status to Installed.