Step 1: Check that integration-enabling features are turned on
The actions in this step need to be done only once for all subsidiaries.
Go to Setup -> Company -> Enable Features.
Open the SuiteCloud tab.
Make sure that the following checkboxes are ticked:
SuiteTalk (Web Services) > SOAP WEB SERVICES
SuiteTalk (Web Services) > REST WEB SERVICES
Manage Authentication > TOKEN-BASED AUTHENTICATION.
Once all these checkboxes are ticked, Click on Agree and then Save in the pop-up window.
Step 2: Install Dokka's Bundle
The actions in this step need to be done only once for all subsidiaries.
Go to Customization -> SuiteBundler -> Search & Install bundles.
Enter the Bundle number (380671) in the KEYWORDS field and click the Search button.
Click on 'DOKKA Connector' from the results:
In the 'Bundle Details' window, click on 'Install'. In the window that will open afterwards, click 'Install Bundle'. Make sure that 'Show in Existing Custom Forms' is selected for both 'Dokka URL' and 'Dokka User' under 'Transaction Body Fields':
Once the installation is finished, the Bundles window should look like the screenshot below. In addition, a role named 'Dokka Integration - INC' will be created.
Step 3: Create a Role for DOKKA integration
The actions in this step will have to be done once for one of your subsidiaries. If you want to connect Dokka to more than one subsidiary, please finish all the steps prescribed in this article, and then follow the steps in this article.
Go to Lists -> Employees -> Employees, and click 'Edit' next to the user from whom the integration will be performed.
Click the 'Access' tab on the bottom part of the employee's settings.
Add 'Dokka Integration - INC' role and click 'Save'.
Note - For each subsidiary you need to create a new role which will be demonstrated further bellow.
Step 4: Add Additional Permissions to Dokka's Role
The actions in this step will have to be repeated for each one of your subsidiaries. For exact instructions about connecting additional subsidiaries after the initial connection, go to this article.
Go to Setup > Users/Roles > Manage Roles. In the window that will be opened, click 'Edit' next to the 'Dokka Integration - INC' role:
Scroll down to the 'Permissions' tab, and change the following permissions:
Custom Record > Withholding Tax Code: View
Setup > Custom Entity Fields: View
Setup > SuiteScript: View
Step 5: Create an Access Token for Dokka's Role
The actions in this step will have to be repeated for each one of your subsidiaries. For exact instructions about connecting additional subsidiaries after the initial connection, go to this article.
Go to Setup-> Users/Roles-> Access Tokens-> New. In the 'Access Token' window that will be opened, fill in the details as follows:
APPLICATION NAME: Dokka Connector
USER: Select the user you used to create Dokka's Role.
ROLE: 'Dokka Integration - INC' (if you're connecting additional subsidiaries, choose the name you set for the appropriate subsidiary's role)
TOKEN NAME: No specific requirements
Once all fields are filled in as prescribed, click 'Save'.
Once the Access Token is saved, NetSuite will show you the Token ID and the Token Secret for this integration. They will be shown only once and can't be restored, and will be necessary to connect Dokka to your NetSuite subsidiary - make sure to save these values.
What can I do if I forgot the Token ID and/or the Token Secret?
In case the key values are forgotten, you can delete them and generate new keys.
Go to Setup-> Users/Roles-> Access Tokens, click 'Edit' next to the appropriate access token, and click 'Revoke' in the window that will be opened. Once the access token is revoked, follow the actions prescribed in Step 5 to create a new access token.
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Step 6: Get the RESTlet URL
The actions in this step need to be done only once for all subsidiaries.
Go to Customization-> Scripting-> Script Deployments:
Find the entry whose SCRIPT is called “DOKKA.Rest.Connector” and click 'View' next to it. In order to locate it more quickly, you may set the TYPE filter to be RESTlet.
In the 'Script Deplyoment' that will be opened, copy the URL as it appears in the field EXTERNAL URL:
Step 7: Connect a DOKKA Company to your NetSuite subsidiary
The actions in this step will have to be repeated for each one of your subsidiaries. For exact instructions about connecting additional subsidiaries after the initial connection, go to this article.
Go to one of your Dokka companies that isn't connected to NetSuite yet. If you need to create a new company, click the 'Add Company' link.
Once you've entered your unconnected Dokka company, Dokka will put you in the Integrations Settings window. Scroll down to NetSuite and click 'Connect'.
After clicking connect, the Sign In window will show up. In this window, fill in the fields as follows:
Account ID: the number in the beginning of the RESTlet URL. For example, if your RESTlet url is https://1234567.restlets.api.netsuite.com/app/site/hosting/restlet.nl?script=1173&deploy=1, your Account ID would be 1234567. Note that if you're trying to connect Dokka to a NetSuite sandbox environment, you will need to replace the dash (-) between the Account ID in the RESTlet URL and the phrase sb with and underscore (e.g. dokka_sb1 instead of dokka-sb1).
Token Key: the token key you've created in Step 5
Token Secret: the token secret you've created in Step 5
Rest connector URL: the URL you've received in Step 6
Once all fields are filled up, click 'SIGN IN'.
That's it! Your first Dokka company is connected to your NetSuite subsidiary. If you want to connect additional subsidiaries, follow the instructions in this article.