1. Enabling NetSuite Features
- Login to NetSuite using an Administrator role.
- Go to the Setup → Company → Enable Features → SuiteCloud Tab
- Enable “Client Suitescript”
- Enable “Server Suitescript”
- Enable “SuiteFlow”
- Enable “Token-Based Authentication”
- Go to the Setup → Company → Enable Features → CRM Tab
- Enable “Customer Support and Services”
2. MessageMedia Confirmation
- You will receive an email from our NetSuite sales team, which will include starter API credentials needed in 5iii and 5iv.
- If you have installed the MessageMedia SMS for NetSuite bundle and don't have the API credentials please contact the our team at netsuite@messagemedia.com
3. Installing the MessageMedia App
- Click on the SuiteApp tab → Click into the Search SuiteApps box
- Search for MessageMedia
- Click “MessageMedia SMS for NetSuite”
- Click on the “Install” button
- Click “Install” again
- Installation will be complete when the “MessageMedia SMS” tab shows on your center.
4. Setting up the API Connections
- Go to MessageMedia → Preferences → MessageMedia API Credentials
- Click “New MessageMedia API Credentials”
- Under “Credential Type” choose “Global”
- Under “Username” insert the “api_key” information from "STEP 3: Configuring Users"
- Under “Password” insert the “api_secret” information from "STEP 3: Configuring Users"
- Click “Save”
- Repeat steps above for “Workflow” credential type.
5. Enable MessageMedia Integrator Access
- Go to Lists → Employees → Click “Employees”
- Find your Employee record → Click “Edit”
- Go to Access → Roles → add the “MessageMedia Integrator (Managed)” role
- Click “Save”
6. Setting up the Webhook Connections
- Go to Setup → Users/Roles → Access Tokens → New
- Under “Application Name” choose “MessageMedia Integrator (Managed)”
- Under “User” choose your employee record
- Under “Roles” choose “MessageMedia Integrator”
- Click “Save”
- The “Token ID” and “Token Secret” will now show.
- Save for steps 7-b-iii and 7-b-iv.
- Go to MessageMedia → Preferences → MessageMedia Webhook Config
- Click “Edit” next to the “Receive an SMS” SMS Event.
- Under “RESTLET” choose “MM RL - Reply Webhook”
- Under “Token” insert the “Token ID” from 7-a-v.
- Under “Token Secret” insert the “Token Secret” from 7-a-v.
- Under “API Key” insert the “api_key” information from step 3-b
- Under “API Secret” insert the “api_secret” information from step 3-b
- Click “Save”
- Go to MessageMedia → Preferences → MessageMedia Webhook Config
- Click “Edit” next to the “Message has expired” Delivery Report Event.
- Under “RESTLET” choose “MM RL - Delivery Report Webhook”
- Under “Token” insert the “Token ID” from 7-a-v.
- Under “Token Secret” insert the “Token Secret” from 7-a-v.
- Under “API Key” insert the “api_key” information from step 3-b
- Under “API Secret” insert the “api_secret” information from step 3-b
- Click “Save”
7. Configure the Conversational UI
- Go to Documents → Files → File Cabinet → SuiteApps > click on “com.mfouruau.mmsdfmbow” > Bundle 12121
- Click “View” next to “Index.html”
- Go to Notes → System Notes
- Copy the internal ID listed under the “New Value” column. Example “5819”.
- Save for steps 8-b-ii.
- Go to MessageMedia → Preferences → MessageMedia Preferences
- Click the “New MessageMedia Preferences” button or click “Edit” next to the current preferences record.
- Paste the Internal Id from step 8-a-iii into the “HTML File ID”
- Move onto step 9 to setup preferences.
8. Setting up MessageMedia Preferences
- Under “Default Dialing Country” choose your county.
- For all selection options for “phone” field, choose the best option for your business.
- 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