When certain conditions are met, we can auto-install an integration record into a NetSuite account or account by sending a SOAP web services request to the target account.
With auto-installation users have some control over the value of the State field on newly installed records. The initial value of this field is set according to the configuration of the Require Approval during Auto-Installation of Integration preference.
To distribute an integration record by using auto-installation:
- After the record has been created, open the record for editing and verify that the User Credentials box is checked. Additionally, make a note of the record’s application ID.
- Update the code for the integration to include the application ID associated with the record.
- Do one or both of the following, as needed:
- Provide the updated integration or the application ID to the appropriate users. For example, if you are distributing the integration to your customers, you might want to provide them with the updated integration code and instruct them to send a request to the account or account where the record should be installed. You may also want to instruct users to check the configuration of the Require Approval during Auto-Installation of Integration preference. If this preference is set to true, the new integration record will be blocked until it is manually enabled.
- Send a request to the account or account where you want to install the record.
When the request is received, the record is automatically installed. If the State field is set to Waiting for Approval, an account administrator must manually enable the integration before requests can be accepted. That is, an administrator must open the record for editing and set the State field to Enabled.
Auto-installation can be triggered by any user with access to your NetSuite account, not exclusively account administrators.