Below are the your initial tasks that need to be completed in order to schedule your 60 minute sync logic call.
Provide HubSpot Access
- To add us to HubSpot, go to Settings > Users > add firstname.lastname@example.org as a Super Administrator
Provide NetSuite Access
Create a NetSuite user account solely for the integration. Use hubspot+"company name"@lyntonweb.com for the username. Note: As shown in the example, the + sign will need to be present in the NetSuite username. For example: email@example.com.
Our NetSuite user will need an Admin role with 'web services' and 'web services setup' permissions. An Admin role with 'web services' and 'web services setup' permissions is our preferred NetSuite role. In our experience, we've found this role to have the least amount of issues when syncing. It will also allow us to setup the necessary NetSuite Token Based Authentication (TBA) and Application ID needed.
If you cannot provide our NetSuite user with an Admin role (which is preferred), you can create a custom role for our user. Please note that depending on your NetSuite environment, these permissions may not be all permissions needed. If more are required, our development team will communicate that with you during their internal testing.
Please also see our Token Based Authentication (TBA) and Admissions ID articles below for additional steps you will need to take if providing us with a custom role.
- If an Admin role cannot be provided, and the custom role for our NetSuite user is used instead, your team will be responsible for setting up the Token Based Authentication (TBA). Our NetSuite Token Based Authentication article provides details on how to setup TBA, and what tokens you will need to provide our team. Consumer Key, Consumer Secret, Token Id and Token Secret are the four tokens you will need to generate and provide to our team.
- If an Admin role cannot be provided, and the custom for our NetSuite user is used instead, your team will be responsible for setting up the Application ID. Our NetSuite Application ID article provides details on how to setup the Admissions ID. This ID will also need to be provided to our team.
Install the HubSpot Bundle in NetSuite
- Instructions on how to install the bundle can be found here. What you can expect to see once the bundle is installed can be found here.
If you are unable to complete all tasks above yourself, we highly recommend sending this article to your NetSuite Admin or IT Team who can assist you in completing these tasks.