NetSuite SuiteApp

In this guide

• Setting up the integration
• Installing the Workiro SuiteApp
• The Workiro Dashboard Portlet
• Customer, Vendor and Partner records
• Project records
• Transaction records
• NetSuite Token Based Authentication
• Workiro Thread Status
• NetSuite Celigo Integration

Setting up the integration

Setting up the integration is simple and involves just three steps:

1. Configure connection relationship types in your Workiro team account.
2. Configure a project property in your Workiro team account.
3. Install the Workiro SuiteApp in your NetSuite instance.

Configure connection relationship types

In order to create and link to Workiro connections from NetSuite, you must first configure specific relationship types in Workiro.

See Connection relationship types and properties for further information on how to create relationship types, then add the following types to your Workiro team account:

• Customer
• Vendor
• Partner

You will need to add a property to each of the above relationship types called NetSuite_ID, as shown below.

Once you have completed the above relationship type configuration in Workiro, you can move on to installing the Workiro SuiteApp.

 

Configure a project property

See project properties for further information on how to configure project properties in your account. You will need to add a project property called NetSuite_ID.

 

Once you have completed the above configuration in Workiro, you can move on to installing the Workiro SuiteApp.

Installing the Workiro SuiteApp

We're currently limiting access to the Workiro SuiteApp in the NetSuite Marketplace.

If you would like to be granted access to the Workiro SuiteApp, please contact us with your NetSuite Account ID.  Your NetSuite Administrator can retrieve your Account ID within NetSuite via Setup -> Company -> Company Information.

• Open SuiteApps in your NetSuite instance and search for the Workiro SuiteApp listing.
• Open the listing and click View SuiteApp.
• Click Install.

• ❗️To ensure that the integration works smoothly ensure the user's role has the following permissions set:

  [Setup - SuiteScript - View]

  [Lists - Custom Record Entries - View]

That's it, you're ready to go!

 

The Workiro Dashboard Portlet

The Workiro SuiteApp supports the addition of a dashboard portlet. The portlet provides direct access to your Workiro 'assigned to me' list in NetSuite from where you can easily manage your tasks, notes and signature threads. 

To install the portlet choose the 'Personalize' option on the NetSuite dashboard, navigate to 'SuiteApps' and drag the Workiro portlet into the desired position.

Manage your 'Assigned to me' list from the NetSuite dashboard

 

Customer, Vendor and Partner records

Workiro can be integrated with NetSuite to provide a seamless transition from certain NetSuite relationship records to related Workiro connections - providing quick contextual access to the power of Workiro communication, productivity and document features, with just a single click.

The Workiro SuiteApp provides an Open in Workiro button on all Customer (including lead/prospect), Vendor and Partner records. 

The Open in Workiro button will launch Workiro, and do one of two things:

• If a Workiro connection does not already exist for the current NetSuite record, Workiro will create a new Workiro connection (subject to user confirmation).
• If a Workiro connection already exists for the current NetSuite record, it will be opened.

For added convenience the SuiteApp also provides Workiro Subtab on the NetSuite record. The subtab opens the Workiro connection directly within the NetSuite record (prompting for creation of the new connection if it doesn't already exist). 

 

Project records

In a similar manner to the integration with connections, an Open in Workiro button is available on the project record and does the following:

• If a Workiro project does not already exist for the current NetSuite record, Workiro will create a new one (subject to user confirmation).
  • The project will automatically be 'related to' a connection in Workiro, which if it does not already exist will be created using the appropriate NetSuite customer record.
• If a Workiro project already exists for the current NetSuite record, it will be opened.

Again, for added convenience the SuiteApp also provides Workiro Subtab on the NetSuite project record.

Transaction records

The Workiro SuiteApp provides a Send via Workiro button on applicableNetSuite transaction records. The button will launch Workiro and create a task, or signature thread (if the transaction is a quote) with the transaction details attached as a PDF document, and the related connection populated.

The thread title and document name are pre-populated in Workiro

The SuiteApp also provides Workiro Subtab on the transaction record. The subtab opens the Workiro connection, relating to the transaction, directly within the NetSuite record (prompting for creation of the new connection if it doesn't already exist). 

The following transaction types are supported by the integration. 

Transaction Type	SuiteApp Button	SuiteApp Subtab	Celigo Flow
Customer transactions
Invoice	Send Via Workiro	Yes	Yes
Sales Order	Send Via Workiro	Yes	Yes
Credit Memo	Send Via Workiro	Yes	Yes
Quote/Estimate	Sign Via Workiro ✍️	Yes	Next Version
Customer Refund	No	No	No
Customer Deposit	Send Via Workiro	Yes	No
Cash Sale	Send Via Workiro	Yes	No
Cash Refund	Send Via Workiro	Yes	No
Item Fulfilment	Send Via Workiro	Yes	No
Customer Financials	Send Via Workiro	Yes	No
Customer Payment	Send Via Workiro	Yes	No
Vendor transactions
Purchase Order	Send Via Workiro	Yes	Yes
Bill	Send Via Workiro	Yes	No
Bill Credit	Send Via Workiro	Yes	No
Bill Payment	Send Via Workiro	Yes	No
Check	Send Via Workiro	Yes	No
Item Receipt	No	No	No
Vendor Return Authorisation	Send Via Workiro

 

NetSuite Token Based Authentication

ℹ️ Requires Workiro SuiteApp Version 0.1.29 or above to be installed

To sync the status of Workiro threads (created via transaction records) back to NetSuite you'll need to enable Token Based Authentication (TBA) in your NetSuite account, then save the details back to your Workiro account. 

 

Step 1. Enable SOAP web services and token-based authentication

1. In NetSuite, select Setup, Company, Enable features.

2. On the SuiteCloud tab, under SuiteScript, select Client SuiteScript and Server SuiteScript.

3. Under SuiteTalk (Web Services), select SOAP web services.

4. Under Manage authentication, select Token-based authentication.

5. Click Save.

 

Step 2. Create an integration record

After you enable TBA, create an integration record.

1. In NetSuite, select Setup, Integrations, Manage integrations, New.

2. To help identify the integration, enter a unique name and description as shown

3. Under Authentication, select Token-based authentication and clear the checkmark from TBA: Authorization flow.

4. Under OAuth 2.0 ensure Authorization Code Grant is unchecked.

5. Click Save, and record the consumer key and secret from the confirmation page, or enter them in Workiro (See Step 4)

‼️ Important: The consumer key and secret appear only on the integration record's confirmation page. Be sure to record these values for the integration's properties, and treat them like a password.

 

Step 3. Create an access token

To create an access token for the admin user:

1. In NetSuite, login with an admin role and select Manage Access Tokens from the homescreen widget

1. Click New my access token.
2. In Application name, select the integration record.
3. The token name will be populated automatically.
4. Click Save.
5. Record the ID and secret created for the token; you'll need them for the next step.

‼️ Important: For security purposes, the ID and secret appear only when the access token is created. Treat them as you would a password. If you don't have the token's ID or secret create a new token for the integration user.

 

Step 4. Save the details to your Workiro Account

1. Sign in to Workiro as the account owner and navigate to Settings > Apps > NetSuite by pasting this URL into your browser https://app.workiro.com/settings/apps/netsuite
2. Complete the five input fields for token based authentication (below) and Save

• Account ID
  • You can find this at Setup -> Integration -> SOAP Web Services Preferences in NetSuite. The ID also typically appears just before app.netsuite.com in the URL.
• Consumer Key
  • The Consumer key of the Integration record in NetSuite. If you don't have the key you can edit the Integration record and reset the credentials.
• Consumer Secret
  • The Consumer Secret of the Integration record in NetSuite. If you don't have the secret you can edit the Integration record and reset the credentials.
• Token ID
  • The Token ID of the access token in NetSuite. If you don't have the ID you must create a new access token.
• Token Secret
  • The Token Secret of the access token in NetSuite. If you don't have the secret you must create a new access token.

Troubleshooting:

If the connection to NetSuite fails:

• Verify the consumer key and secret of the integration record. If necessary, edit the integration record and reset its credentials to create a new consumer key and secret.
• Verify the ID and secret of the connector's access token. If necessary, create a new token.

If the Workiro Tab isn’t visible against the customer or transaction record for a user

Ensure the user's role has at the following permission set:

[Lists - Custom Record Entries - View]

If the Workiro Thread and Document only display 'Transaction' as the record type

❌ Transaction - QUO02000023

Ensure that the user's role has the following permission set:

[Setup - SuiteScript - View] 

and the transaction record type will display, for example.

✔️ Quote - QUO020000023

✔️ Estimate - EST020000023

 

Workiro Thread Status

ℹ️ Requires Workiro SuiteApp Version 0.1.29 or above to be installed

By writing back the status of your Workiro threads directly to the Transaction record in NetSuite you can create powerful NetSuite reports and workflows. 

• Firstly ensure your NetSuite account has Token Based Authentication configured correctly.
• Create a thread in Workiro using the Send (Sign) via Workiro button on a Transaction record.
• View the thread status table in the Workiro Tab (scroll below the Workiro application).

For help in making the most of your Workiro integration with NetSuite get in touch.

 

NetSuite Celigo Integration

In addition to the Workiro SuiteApp for NetSuite, we have partnered with Celigo to provide a Workiro - NetSuite Integration App on their integrator.io platform. Supported transaction types are listed above.

Have your say

We have lots of great plans for the NetSuite integration, and would love to hear what you'd like to see next.  Please let us know via the Feedback and Roadmap areas in the Workiro app.