Before You Install the Recipe

You must perform the following configuration tasks on your SurveyMonkey instance and Oracle NetSuite instance in order to successfully connect to these external systems using Oracle Integration and synchronize contacts.

Configure SurveyMonkey

You must perform the following prerequisite tasks in your SurveyMonkey instance.

  1. Create and configure a SurveyMonkey app.
    1. Log in to the SurveyMonkey Developer console at https://developer.surveymonkey.com/.
    2. Click My Apps on the title bar of the SurveyMonkey Developer home page.
    3. On the My Apps page, click Add a New App.
    4. In the resulting APP CREATION dialog, enter the app's name in the App Nickname field, and select Private App as the App Type option.
    5. Click Create App.
      SurveyMonkey creates an app and displays the client ID and secret details on the resuling page.
    6. Click SETTINGS to open the app's settings, and in the OAuth Redirect URL field, enter the URL of your Oracle Integration instance.
  2. Get the SurveyMonkey API credentials.
    1. Click SETTINGS to open the app's settings.
    2. Scroll down to the Credentials section, and note the values in the Client ID and Secret field.
      Click the eye icon in the Secret field to view the value. You'll need the SurveyMonkey API credentials, that is the client ID and secret values while configuring the SurveyMonkey connection from Oracle Integration.
  3. Select the scopes.
    1. In the Scopes section, select the following scopes:
      • Create/Modify Contacts
      • View Contacts
      • View Users
      • Modify Groups
      • View Group
      • Create/Modify Workgroups
      • Create/Modify Workgroup Members
      • Create/Modify Workgroups Shared Resources
    2. Click Update Scopes.
      You get a confirmation message that the scopes are successfully updated.

Configure Oracle NetSuite

To successfully connect to Oracle NetSuite using Oracle Integration, you must perform certain general configurations on your Oracle NetSuite instance and some configurations specific to the security policy you’ll use to access. In this recipe, you’ll use the token-based authentication (TBA) security policy.

Log in to your Oracle NetSuite instance as an Administrator and execute the following tasks.
  1. Perform the general configurations necessary to connect to Oracle NetSuite. See Enable Features on Oracle NetSuite and Assemble the Oracle NetSuite WSDL URL in Using the Oracle NetSuite Adapter with Oracle Integration 3.
  2. Perform the TBA-related configuration tasks. See Prerequisites for the Token-Based Authentication Security Policy in Using the Oracle NetSuite Adapter with Oracle Integration 3.

    Grant the following permissions to the role you'll create in this step.

    Tab Name Permission Level
    Lists Customers Full
    Lists Contacts Full
    Lists Employee Full
    Lists Locations Full
    Setup User Access Tokens Full
    Setup Log in using Access Tokens Full
    Setup SOAP Web Services Full