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Netsuite Quick Start Guide

  • Updated

1. Enabling NetSuite Features  

  1. Log in to NetSuite using an Administrator role
  2. Go to the Setup → Company → Enable Features → SuiteCloud Tab
    1. Enable “Client Suitescript” 
    2. Enable “Server Suitescript” 
    3. Enable “SuiteFlow” 
    4. Enable “Token-Based Authentication” 
  3. Go to the Setup → Company → Enable Features → CRM Tab 
    1. Enable “Customer Support and Services” 

 

2. MessageMedia Confirmation  

  1. You will receive an email from our NetSuite sales team, which will include starter API credentials needed in 5iii and 5iv
  2. If you have installed the MessageMedia SMS for the NetSuite bundle and don't have the API credentials please contact our team at netsuite@messagemedia.com 

 

3. Installing the MessageMedia App 

  1. Click on the SuiteApp tab → Click into the Search SuiteApps box
    1. Search for MessageMedia 
    2. Click “MessageMedia SMS for NetSuite” 
    3. Click on the “Install” button 
    4. Click “Install” again 
    5. Installation will be complete when the “MessageMedia SMS” tab shows on your center

 

4. Setting up the API Connections 

  1. Go to MessageMedia → Preferences → MessageMedia API Credentials
    1. Click “New MessageMedia API Credentials”  
    2. Under “Credential Type” choose “Global” 
    3. Under “Username” insert the “api_key” information from "STEP 3: Configuring Users"
    4. Under “Password” insert the “api_secret” information from "STEP 3: Configuring Users"
    5. Click “Save” 
    6. Repeat the steps above for the “Workflow” credential type

 

5. Enable MessageMedia Integrator Access 

  1. Go to Lists → Employees → Click “Employees”
    1. Find your Employee record → Click “Edit” 
    2. Go to Access → Roles → add the “MessageMedia Integrator (Managed)” role  
    3. Click “Save” 

 

6. Setting up the Webhook Connections

  1. Go to Setup → Users/Roles → Access Tokens → New
    1. Under “Application Name” choose “MessageMedia Integrator (Managed)” 
    2. Under “User” choose your employee record 
    3. Under “Roles” choose “MessageMedia Integrator” 
    4. Click “Save” 
    5. The “Token ID” and “Token Secret” will now show
    6. Save for steps 7-b-iii and 7-b-iv
  2. Go to MessageMedia → Preferences → MessageMedia Webhook Config 
    1. Click “Edit” next to the “Receive an SMS” SMS Event
    2. Under “RESTLET” choose “MM RL - Reply Webhook” 
    3. Under “Token” insert the “Token ID” from 7-a-v
    4. Under “Token Secret” insert the “Token Secret” from 7-a-v
    5. Under “API Key” insert the “api_key” information from step 3-b 
    6. Under “API Secret” insert the “api_secret” information from step 3-b 
    7. Click “Save” 
  3. Go to MessageMedia → Preferences → MessageMedia Webhook Config 
    1. Click “Edit” next to the “Receive an SMS” SMS Event
    2. Under “RESTLET” choose “MM RL - Reply Webhook”
    3. Under “Token” insert the “Token ID” from 7-a-v
    4. Under “Token Secret” insert the “Token Secret” from 7-a-v
    5. Under “API Key” insert the “api_key” information from step 3-b
    6. Under “API Secret” insert the “api_secret” information from step 3-b
    7. Click “Save”
    8. (Add) - Repeat for the “Receive an MMS”

 

7. Setting up MessageMedia Preferences 

  1. Go to MessageMedia → Preferences → MessageMedia Preferences
  2. Click the “New MessageMedia Preferences” button or click “Edit” next to the current preferences record
  3. Under “Default Dialing Country” choose your county
  4. For all selection options for “phone” field, choose the best option for your business
  5. Under “Default Email Sender” choose an employee record for sending the email SMS reply confirmations

For any assistance, please contact our team at support@messagemedia.com 

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