Overview
This article outlines how to connect your Kantata OX and NetSuite accounts by creating a Service on the M-Bridge integration platform. Please perform these step-by-step instructions in order.
How to Create a New M-Bridge Service
- Under the Add Service drop-down on the Services page, select NetSuite.
- The Add Service page displays. There are 4 required fields to fill out:
- Name - Title of the service
- Token ID - Copied and saved from NetSuite
- Token Secret - Copied and saved from NetSuite
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Account Number - Copied and saved Account ID from NetSuite
Note: Make sure there are no leading or trailing spaces before or after the Token ID and Token Secret.
- Check the Global for Account? box.
- Click the green Create button to create and save your service. The Services page displays again.
Your new NetSuite service displays under Account Services. For each service, there are 3 buttons on the far right that allow you to:- Edit the Name, Token ID or Token Secret. Account ID cannot be edited.
- Test whether the service is set up correctly.
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Delete the service.
Note: This is irreversible.
How to Test Your New M-Bridge Service
- Under the Account Services section, click Test next to your new NetSuite service to confirm the connection is working properly.
- If the test is successful, a success message displays.
- If the test is unsuccessful, edit the scenario and confirm the entered credentials are correct. You may have to generate a new token in NetSuite if the Token ID or Token Secret were copied incorrectly, and delete and recreate the service.
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