App Configuration

Please note that for the Connect for NetSuite app to work, you must complete the process below. If you have any issues connecting, please contact us.

Configuring your NetSuite account

You will need administrator privileges to perform all of the steps below. If you do not have these privileges, please contact your NetSuite administrator.

Enable SHOW INTERNAL IDS in Preferences

  1. In a web browser, log in to the NetSuite account you wish to connect this Xerox app to.
  2. Hover your mouse over the Home icon in the top navigation bar. A drop down will appear. Click Set Preferences.
  3. On the right, under Defaults, check SHOW INTERNAL IDS.
  4. Click the blue Save button near the top of the screen.

Enable Features

  1. While logged in to your NetSuite account, hover your mouse over Setup in the top navigation bar. A drop down will appear. Click Company > Enable Features.
  2. Click on the SuiteCloud tab.
  3. Under the SuiteScript header: enable Client SuiteScript
  4. Under the SuiteScript header: enable Server SuiteScript.
  5. Under the Manage Authentication header: enable Token-Based Authentication. A separate window will open asking you to accept a license. If you scroll to the bottom, you can select the I Agree button. The window will close.
  6. Click the blue Save button near the top of the screen.

Install the Bundle

  1. While logged in to your NetSuite account, hover your mouse over Customizaton in the top navigation bar. A drop down will appear. Click SuiteBundler > Search & Install Bundles.
  2. In the keywords text box, enter Xerox. Click Search.
  3. Click on Xerox Connect App for NetSuite  with bundle ID 310027.
  4. Click the Install button.
  5. You’ll be taken to the Preview Bundle Install page. Click Install Bundle.
  6. You’ll be taken to the Installed Bundles page and the bundle installation will begin. This process may take 5-10 minutes. You can refresh the page every so often. When the bundle is ready, the status will change from “Pending…” to a green check mark.

Locate the Generated Role ID

  1. While logged in to your NetSuite account, hover your mouse over Setup again. In the drop down, click Users/Roles > Manage Roles.
  2. In the list of roles should be XrxConnectorUser. Note the internal ID number to the left of the role. Write this internal ID number down because you will need it to install the app on your device(s).

Locate the Account Number

  1. While logged in to your NetSuite account, hover your mouse over Setup. In the drop down, click Company > Company Information.
  2. In the bottom right hand corner should be ACCOUNT ID. Write this value down as you will need it for app installation.

Assign the New Role to the User(s)

Now that the bundle is installed, any person that wants use the Connect for NetSuite app will need the XrxConnectorUser role assigned to them.

  1. While logged in to your NetSuite account, hover over Lists. In the drop down, click Employees > Employees.
  2. Click the Edit button to the left of the user you wish to assign this role to.
  3. Along the bottom, click the Access tab.
  4. Under Roles at the bottom, use the dropdown to select XrxConnectorUser.
  5. Click the blue Save button.

The last step in this process it to install Connect for NetSuite from Xerox’s App Gallery. Once you purchase or trial the app and click Install, you will be asked for a few configuration values. Enter the Role ID and Account Number you noted above, as well as a company name. Click OK and the app will install on your device(s).

When you run the app on a device, you’ll be asked to sign in using a NetSuite email and password. This is the email and password of the user you granted the XrxConnectorUser role to.

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