Prepare NetSuite for Riva Cloud Corporate

  • Updated

Riva Cloud Corporate requires a CRM connection to NetSuite using an administrator-level account that can impersonate target user CRM accounts. Riva Cloud supports customers with public internet access who use:

  • supported email systemNote: Riva Cloud is not available for customers with on-premises or hosted Exchange 2003 user accounts.
  • Internet accessible login to their NetSuite accounts.

These instructions are specific to preparing for Riva Cloud Corporate CRM connections to NetSuite.

Complete the following preparations:

  1. Enable NetSuite Web Services.
  2. Optionally license SuiteCloud Plus Web Services.
  3. Prepare a Riva connection account in NetSuite.
  4. Prepare the target user accounts in NetSuite.
  5. Gather information for creating the Riva NetSuite connection.

Step 1: Enable NetSuite Web Services

Riva requires the NetSuite free SuiteFlex Web Services Feature enabled:

  1. As an administrator, select Setup > Company > Enable Features.

  2. Select the SuiteCloud tab.

  3. Ensure that the SOAP Web Services check box is selected.

    soapwebservices.png

  4. Select Save.

Step 2: Optionally License SuiteCloud Plus Web Services

Riva supports web services enabled in NetSuite roles offered in default NetSuite subscriptions.

For large, enterprise NetSuite environments, Riva supports NetSuite accounts that are subscribed to SuiteCloud Plus licenses:
https://system.netsuite.com/help/helpcenter/en_US/Output/Help/SuiteFlex/WebServices/STP_WebServicesPlus.html#1059386. SuiteCloud Plus licenses are not required for Riva.

Step 3: Prepare a Riva Connection Account in NetSuite

The Riva connection account to NetSuite can be any standard NetSuite account that is assigned to a default role that has sufficient permissions to create, edit, remove, export, and import data that will be synced by Riva. Most of our clients create or use an existing user that is assigned to the Administrator role and configure that role as the default web services role for the NetSuite account. See Prepare a Riva connection user for NetSuite.

For clients who employ custom roles that trigger workflow processes, and Riva synced data needs to trigger the same workflows, then the Riva connection account can use a custom role with sufficient permissions for the required workflow processes. There are two ways to accomplish this:

  • Riva connection account default role can have elevated permissions: Create or use an existing custom role with sufficient permissions to create, edit, remove, export, and import data that will be synced by Riva. Assign the custom role as the default role for the Riva connection account user.

  • Riva connection account default role cannot have elevated permissions: Create a custom role configured as a Web Services Only role. Assign this role to the Riva connection account user. Configure the Riva NetSuite connection to use the Role ID of this Web Services Only role in an override ID configuration.

For instructions, see Prepare a Riva connection user for NetSuite.

Step 4: Prepare the Target User Accounts in NetSuite

The email address for each target CRM user account must match the primary SMTP email address of the corresponding email system account. For example, if the Netsuite email address for Ian Sample is iansample@mycompany.com, then the Exchange SMTP Reply-to email address value for the corresponding email account must also be iansample@mycompany.com.

Step 5: Gather Information for Creating the Riva NetSuite Connection

Gather the following information. It is required when you create a Riva connection to the NetSuite system:

Wizard(1).png

  • The NetSuite User name and Password of the Riva connection account.
  • The NetSuite Account Number. To find it, log in to NetSuite as an administrator, and select Setup > Integration > Web Services Preferences > Account ID.

    AccountID.png
  • The Override Role ID: This is the ID number assigned to the default Web Services Role. For more information, see Prepare a Riva connection user for NetSuite.
  • The Default Subsidiary: This is a value for the default subsidiary needed with NetSuite OneWorld when a mandatory subsidiary value must be supplied to create contacts and / or customers. Leave blank unless your NetSuite subscription requires this value.
  • The Time Zone ID for syncing data.
  • The Address: This is the website URL to log in to NetSuite. By default, this is https://system.netsuite.com.

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