Centage Data Integration for Oracle NetSuite

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Planning Maestro enables you to upload current data from your accounting or ERP system to analyze or use in your budget. After you set up an integration between Planning Maestro and your accounting system, Planning Maestro can extract data every night to use for the next day.

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Planning Maestro can integrate with many accounting systems, including Oracle NetSuite.

This Implementation guide shows you, a Planning Maestro Administrator, how to authorize Centage to access your General Ledger data in NetSuite.

 

Integration Overview

Centage’s integration can pull in core General Ledger structures and information from NetSuite. It extracts data every night to ensure fresh data is populated into Planning Maestro for the following day.

We extract the following information:

  1. General Ledger Transaction Totals
  2. Dimensions:
  • Classification
  • Customer
  • Department
  • Location
  • Subsidiary

Enable Token-Based Authentication

Confirm that token-based authentication is enabled for your account.

Step 1: After signing into NetSuite, navigate to: Setup > Company > Enable Features.

Step 2: Click on SuiteCloud.

Step 3: In the SuiteScript section, enable the following:

  • CLIENT SUITESCRIPT
  • SERVER SUITESCRIPT

Step 4: Scroll down to SuiteTalk (Web Services) and enable the following:

  • SOAP WEB SERVICES

Step 5: Scroll further to Manage Authentication section and enable the following:

  • TOKEN-BASED AUTHENTICATION

Step 6: Scroll to top of page and click Save.

 

Create Role

Create a User Role that the Centage Integration Team can use to set up the integration.

Info.png Please Note: This role will be specifically for Centage Integration to grant us access to required data. We only read information from it and never write back to your environment.

Step 1: Navigate to:  Setup > User/Roles > Manage Roles > New.

Step 2: Enter the following information:

Name

Centage Integration

Employee Restrictions

none – no default

Two-Factor Authentication Required

Not Required

Duration of Trusted Device

Per Session

 

Step 1: In the Subsidiary Restrictions section, select All.

Step 2: Below the Authentication section, click on Permissions > Setup.

Step 3: Add the following permissions:

  • Deleted Records
  • User Access Tokens
  • Log in using Access Tokens
  • Manage Accounting Periods
  • Web Services

Step 4: Navigate to: Permissions > Transactions.

Step 5: Set the following permissions for View:

Accounts

Expense Report

Unbuild Assemblies              

Adjust Inventory

Invoice

Vendor Bill Approval

Cash Sale

Item Receipt

Vendor Payment Approval

Cash Sale Refund

Item Fulfillment

Vendor Payment Status

Check

Locations

Vendor Return Auth. Approval

Classes

Opportunity

Vendor Return Authorization

Credit Memo

Purchase Order

Vendor Returns

Customer Deposit

Sales Order

Vendors

Customer Payment

Subsidiaries

Work Order

Customer Refund

Transfer Funds

Work Order Close

Departments

Transfer Inventory

Work Order Completion

Deposit

Transfer Order

Work Order Issue

 

Step 6: Navigate to: Permissions > Lists.

Step 7: Set the following permissions for View:

Accounts

Currency

Locations

Classes                                                     

Departments

Subsidiaries

Customers

 

 

 

Info.png Please Note: Depending on the version of NetSuite you are using, Subsidiaries and or Currency may not be present. Additionally if you do not have certain features enabled, not all permissions will be available in the drop downs. 

Step 8: Navigate to: Permissions > Reports.

Step 9: Set the following permissions for View:

Financial Statements

General Ledger

 

Step 10: Navigate to: Permissions > Setup.

Step 11: Set the following permissions for Full (unless specified as View):

Log in using Access Tokens

Manage Accounting Periods (View)

SOAP Web Services

User Access Tokens

Accounting Lists (View)

 

 

Step 12: Save Role.

Create User or Assign Role to Existing User

Set up a user account that the Centage Integration team can use.

Create or set up a user account that the Centage Integration team can use to set up this integration. You can either:

  1. Create a new user (which may incur additional charges from NetSuite).
  2. Modify an existing user account and assign it the role you created in the previous step.

Option 1:  Create User

Step 1: Navigate to:  Lists > Employees > Employees > New.

Step 2: Enter the following:

Name

Centage Integration

Email

Integration@Centage.com

Subsidiary

Choose your company

 

Step 3: Below the Classification section, click on Access and enable the following:

  • Give Access
  • Send New Access Notification Email

Step 4: In Roles, add Centage Integration.

Step 5: Save the new User.

Option 2:  Assign Role to Existing User

Instead of creating a new Centage Integration user, you can add the Centage Integration User Role to an existing user.

Step 1: Navigate to:  Lists > Employees > Employees > Search.

Step 2: Search for the desired user to be assigned the Centage Integration role.

Step 3: Click Edit.

Step 4: Click Access.

Step 5: Under Roles, add Centage Integration, then Save.

Create an Integration Record

Create an Integration Record that the Centage Integration Team can use to set up the integration.

Step 1: Navigate to:  Setup > Integration > Manage Integrations > New.

Step 2: Enter the following:

Name

Centage Integration

State

Enabled

 

Step 3: Below, click on Authentication and enable the following:

  • TOKEN-BASED AUTHENTICATION

*Note all other check boxes should be unselected*

Step 4: Click Save.

Step 5: Confirmation should be shown at the top of the page, the Consumer Key and Consumer Secret should be shown at the bottom of the page.

  • Email the Consumer Key and Secret values to Integration@Centage.com.
    Best_practice_icon.png Recommended: send in a password protected Word document. See the guide below.
  • The Consumer Key and Secret will only display once. Treat these values as top-secret passwords.

Create Token (if you assigned the Centage Integration role to an existing user)

Info.png Please Note: Skip this step if you created a new user account for Centage, as the token must be created by the user.

Step 1: Navigate to the homepage and click on Manage Access Tokens under settings.

Step 2: Click on New My Access Token.

Step 3: Select application name Centage Integration and click Save.

Step 4: You will be directed to a confirmation page.

  1. Email the Token ID and Secret values to Integration@Centage.com.
    Best_practice_icon.png Recommended: send in a passworded Word document. See guide below.
  2. The Token ID and Secret will only display once. Treat these values as top-secret passwords.
  3. You may send these values along with the Consumer Key and Secret in a single Word document.

Password-Protect Word Document

This step is optional, but recommended. The Consumer Key and Secret are like passwords, so to safely send them via email, we recommend password-protecting the document.

Step 1: In Microsoft Word, enter the Consumer Key and Secret values. (Also include the Token ID and Token Secret if you did not create a user for us).

Step 2: Go to:  File > Info > Protect Document.

Step 3: Enter a password twice and save the document.

Step 4: When sending a password protected document, send the password in a separate email to Integration@Centage.com.

What’s Next?

After you complete the steps above:

  1. If you created a new user for Centage, we will automatically receive a welcome email and will create the NetSuite token.
  2. If you assigned the new role to an existing user, please:
  • Email us the token information as outlined above.
  • Call us or send a separate email to provide the password to the document (if it is password-protected).

From there, we will confirm access to the required data and will begin our integration work.

Once completed, we will notify our Consultants to begin validating the data. They will reach out if necessary.

If you have any questions, please email us at integration@Centage.com.

 

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