Centage 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 Centage and your accounting system, Centage can extract data every night to use for the next day.
Centage can integrate with many accounting systems, including Oracle NetSuite.
This Implementation guide shows you, a Centage 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 Centage for the following day.
We extract the following information:
- General Ledger Transaction Totals
- Dimensions:
-
- Classification
- Customer
- Department
- Location
- Subsidiary
Enable OAUTH 2.0 Authentication
Confirm that OAUTH 2.0 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:
- REST WEB SERVICES
Step 5: Scroll further to Manage Authentication section and enable the following:
- OAUTH 2.0
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.
|
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 with corresponding levels:
Certificates Management | Full |
Access Token Management | View |
Accounting Lists | View |
Log in using Oauth 2.0 Access tokens | Full |
Oath 2.0 Authorized Applications Management | Full |
REST Web Services | Full |
Secrets Management | View |
Record Catalog | View |
Custom Record Types | View |
Custom Segments | View |
Custom Fields | View |
Custom Lists | View |
Other Custom Fields | View |
Step 4: Navigate to: Permissions > Transactions.
Step 5: Add ALL available permissions with a level of View:
Step 6: Navigate to: Permissions > Lists.
Step 7: Set the following permissions with a level of View:
Accounts |
Currency |
Locations |
Classes |
Departments |
Subsidiaries |
Customers |
Find Transaction |
Perform Search |
|
Step 8: Navigate to: Permissions > Reports.
Step 9: Set the following permissions for View:
Financial Statements |
General Ledger |
Transaction Detail |
Step 10: 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:
- Create a new user (which may incur additional charges from NetSuite).
- 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 |
|
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 under the OAuth 2.0 tab:
-
Client Credentials (Machine To Machine) Grant
- Scope- RESTLETS
- Scope- REST WEB SERVICES
-
Scope- SUITEANALYTICS CONNECT
*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/Client ID and Consumer Secret should be shown at the bottom of the page.
- Email the Consumer Key/Client ID to Integration@Centage.com.
-
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.
Set up M2M Certificate
Step 1: Navigate to Setup>Integration>OAuth 2.0 Client Credentials(M2M) Setup
Step 2: Click the Create New button
Step 3: Fill out the displayed fields with the following values:
- Entity: Centage Integration User
- Role: Centage Integration Role
- Application: Integration Record from the previous step
Step 4: Under Certificate, click the Choose a file button, and select the certificate file provided by Centage, eg. 'yourcompany.pem'.
Password-Protect Word Document
This step is optional, but recommended. The Consumer Key is like a password, so to safely send it via email, we recommend password-protecting the document.
Step 1: In Microsoft Word, enter the Consumer Key value.
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, we will use the provided Client/Consumer ID to verify we have a working connection to your Netsuite Environment.
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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