Step 1: Check that the features allow integration
Setup -> Company -> Enable Features.
Open the SuiteCloud tab.
SOAP WEB SERVICES
REST WEB SERVICES
Click on Agree and then Save in the pop-up window.
Step 2: Installation of DOKKA's bundle
Click on Customization -> SuiteBundler -> Search & Install bundles.
Enter the Bundle number: 380671-> Search
Choose 'DOKKA Connector' and click on install -> install bundles
Select the user from whom the integration will be performed and add the role
'DOKKA integration – INC'.
Lists -> Employees -> Select the Employee on Edit mode.
Navigate to Access TAB-> add 'DOKKA integration' role-> Save.
Setting up Authentication for the DOKKA Connector
Generate token keys:
Setup-> Users/Roles-> Access Tokens-> New.
Fill in the details as in the picture below.
Select the integration user in the USER field and save.
Then you will see two keys – very important to save their values - If we leave the screen they will not appear again. Those keys have to be set in the DOKKA app
In case the key values are forgotten – you can delete them and generate new keys:
Setup-> Users/Roles-> Access Tokens -> Edit-> ACTIVE-> Revoke
Setting DOKKA Per Subsidiary
Setup-> Users/Roles-> Manage Roles
Search DOKKA Integration and edit.
Click on SELECTED and choose the requested subsidiary from the list
Change the Name and click on Save As
Add the new role for the "selected user" :
Lists-> Employees-> Edit the user card-> Access-> Add the new role-> Save
Note - There has been a change to this step, please skip it until we update this step.
For each created role, mark Bill and Vendor Credit custom form as default
Generate a new token key for each role.
Repeat the process for each subsidiary that would like to connect to DOKKA.
Getting the DOKKA REST Endpoint
Customization-> Scripting-> Script Deployments
Find the entry, that the value in the Script Column is “DOKKA.Rest.Connector”.
In order to locate it quicker, set the TYPE filter to be REST
Click on View, and copy the URL as it appears in the field EXTERNAL URL
Step 3: Fill in the details in DOKKA: