1. Access the Embedded Integration Tab in Numerik
- Log in to your Numerik account.
- Navigate to the Integrations or Embedded Integration tab (this should now show Prismatic’s marketplace or builder interface since it’s enabled).
- If it’s labeled as “Integration Builder,” that’s Prismatic’s low-code tool for creating or managing integrations.
2. Locate or Create the NetSuite Integration
- In the marketplace (a catalog of available integrations), search for “NetSuite” or browse ERP/CRM categories. Numerik appears to support NetSuite integrations, as indicated by their public listings.
- If a pre-built NetSuite integration exists (e.g., for data syncing like sales orders or inventory), select it and click Install or Add.
- If not, create a new integration:
- Click Create New Integration or Build Integration.
- Use Prismatic’s designer to add components: Drag in the NetSuite connector from the component library (Prismatic provides a pre-built one for actions like querying records, creating entries, or handling webhooks).
- Add triggers (e.g., schedule or webhook from Numerik/NetSuite) and actions (e.g., sync data between systems).
- Include any custom logic using JavaScript code steps if needed for data transformations.
3. Configure the NetSuite Connection
- During installation or setup, you’ll be prompted to create or configure a connection to NetSuite. This is where you establish the secure link.
- Prismatic’s NetSuite connector supports two main authentication methods: OAuth 2.0 Authorization Code Grant or OAuth 2.0 Client Credentials (JWT). The latter is recommended for machine-to-machine setups like this, as it avoids frequent re-authentication.
- Prerequisites in NetSuite (do this in your NetSuite account first):
- Enable SuiteTalk: Go to Setup > Company > Enable Features > SuiteCloud tab, and check REST Web Services and OAuth 2.0.
- Create an OAuth 2.0 application:
- Go to Setup > Integration > Manage Integrations > New.
- Enter a name (e.g., “Numerik Integration”).
- For Client Credentials (JWT): Check Client Credentials (Machine to Machine) Grant and REST Web Services under OAuth 2.0. Uncheck Token-Based Authentication.
- Note the Consumer Key (Client ID) and Consumer Secret (Client Secret).
- Generate a certificate for JWT:
- Use OpenSSL to create a private key and public certificate (e.g., run openssl req -new -x509 -newkey rsa:4096 -keyout private.pem -out public.pem -nodes -days 730).
- Upload the public certificate in NetSuite: Setup > Integration > OAuth 2.0 Client (M2M) Setup > New, select your entity/role/application, upload public.pem, and save to get a Certificate ID.
- Assign roles: Ensure the NetSuite user/role has permissions for REST Web Services and OAuth 2.0 login.
- Enter Credentials in Prismatic (within Numerik):
- Select the connection type: NetSuite OAuth 2.0 Client Credentials (JWT) for best results.
- Input:
- Consumer Key (Client ID): From NetSuite app.
- Consumer Secret (Client Secret): From NetSuite app.
- Certificate ID (Key ID): From NetSuite certificate setup.
- Private Key: Paste the full contents of your private.pem file (including “—–BEGIN PRIVATE KEY—–” and “—–END PRIVATE KEY—–“).
- Token URL: https://<YOUR_NETSUITE_ACCOUNT_ID>.suitetalk.api.netsuite.com/services/rest/auth/oauth2/v1/token (replace <YOUR_NETSUITE_ACCOUNT_ID> with your actual ID, e.g., from your NetSuite URL like 1234567.app.netsuite.com).
- Scopes: Typically rest_webservices (often pre-filled).
- For Authorization Code Grant (if preferred): Use similar steps but include an Authorize URL and expect to re-authenticate every 7 days.
- Save the connection. Prismatic will test it automatically; if it fails (e.g., due to invalid credentials), you’ll see an error like “ConnectionError” in logs.