Distributing Integration Records
You may need to distribute an integration record to other NetSuite accounts. You can also distribute a record from your sandbox to your production account. Additionally, you can install a production record in your sandbox.
Here are your options for these scenarios:
Distributing by Auto-Installation
Users can auto-install an integration record by sending a SOAP request to the target account when certain conditions are met.
Auto-installation gives users some control over the initial State field value on new records. The initial value of this field is determined by the Require Approval during Auto-Installation of Integration preference.
To distribute an integration record by using auto-installation:
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After creating the record, open editing of the record it to confirm the User Credentials box is checked. Also, note the record's application ID.
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Update the integration code with the record's application ID.
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Choose one or both of the following options:
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Share the updated integration or application ID with the relevant users. For example, give customers the updated integration code and instruct them to send a request to install the record. Also, advise users to check the Require Approval during Auto-Installation of Integration preference. If this preference is set to true, the new record will be blocked until manually enabled.
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Send a request to install the record in the desired account.
The record is automatically installed when the request is received. If the State field is Waiting for Approval, an administrator must manually enable the integration to accept requests. To do this, an administrator must edit the record and set the State field to Enabled.
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See also Auto-Installation of Integration Records.
Distributing by Bundling
You can bundle integration records using SuiteBundler.
TBundling is also a good option if you have other customizations to distribute.
To bundle integration records, select them on the SuiteBundler's Select Objects page. In the Object Types column, select Integrations > Integrations. Then select the desired records in the Choose Objects column. This column displays both active and inactive records.
See also Bundle Installation of Integration Records.
Keep the following in mind when bundling integration records:
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You can't rebundle an integration record that's already been bundled by someone else. Only the owner of the integration record can bundle and distribute it.
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When you update an integration record by choosing Replace Existing Object during the bundle update, you can't distribute it because it belongs to the bundle author.
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You can rebundle an integration record when you do a bundle copy.
When distributing a record by bundling, its State field is initially set to Enabled in the target account. In contrast, auto-installation sets the initial value based on the Require Approval during Auto-Installation of Integration preference.
If a record is installed by bundling, you can't reset its credentials. The credentials can be reset only by an authorized user in the NetSuite account where the record was created. For more information, see Regenerating a Consumer Key and Secret.
Related Topics
- Integration Management
- Integration Record Overview
- Adding an Integration Record
- Application Details for Client Code
- Blocking SOAP Web Services Requests
- SOAP Web Services Execution Log
- Default Web Services Integrations Record
- Using Integration Records in Sandbox Accounts
- Token-based Authentication Credentials and Accounts
- Using Integration Records in Conjunction With SSO Calls
- Removing Integration Records
- Tracking Changes to Integration Records