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Trifacta SaaS



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This section describes the steps to configure the Trifacta® application to integrate with your NetSuite deployment using OAuth 2.0 to authenticate.

Create OAuth 2.0 Client App in NetSuite

Steps:

  1. Log in to your NetSuite account using the credentials which has access to Administrator role.
  2. Change your role to Administrator.
  3. Navigate to Setup > Integration > Manage Integrations > New.
  4. Enter the details as required:
    1. Name: Name of the OAuth 2.0 Client.
    2. State: Set as Enabled.
    3. Description: (Optional) Description of the client.
    4. OAuth 2.0
      1. Authorization Code Grant: Set this value to true.
      2. Rest Web Services:  Set this value to true.
      3. Redirect URI: Enter the following callback URL:

        For Trifacta:

        https://cloud.trifacta.com/oauth2/callback

  5. After entering the details, click Save.
  6. Copy the Consumer Key or Client ID and Consumer Secret or Client Secret.

Enable Features and Permissions

The following features and permissions must be enabled in NetSuite account for the OAuth flow process to work successfully.

SuiteCloud tab:

  1. Navigate to Setup > Company > Enable features > SuiteCloud tab.
  2. Enable the following features:
      a. Select SuiteScript > Client SuiteScript & Server SuiteScript.
      b. Select SuiteTalk > Rest Web Services.
      c. Select Manage Authentication > OAuth 2.0.  

Analytics tab:

  1. Navigate to Setup > Company  > Enable features > Analytics tab. 
  2. Select SuiteAnalytics Workbook > SuiteAnalytics Workbook.

Permissions

  1. Enable permissions for your role : Setup > Users/Roles > Manage roles > <Name of your role> > Edit.
  2. Enable the following permissions:
    1. Select Permissions > Reports > Add SuiteAnalytics Workbook (Edit).
    2. Select Permissions Setup > Add Custom Fields(View), Custom Record Types(View), Log in using OAuth 2.0 Access Tokens(Full), OAuth 2.0 Authorize Applications Management(Full) and REST Web Services(Full).
  3. Verify that your role which has all of the above permissions enabled is set as the default role.

For more information, see https://cdn.cdata.com/help/DNG/jdbc/pg_permissions.htm.

Create OAuth 2.0 Client for NetSuite

After the NetSuite connected app is created, you must create an OAuth 2.0 client in the Trifacta application, which is used to integrate with the OAuth 2.0 connected app that you created above.

NOTE: You must create one OAuth 2.0 client in the Trifacta application for each NetSuite connected app that you wish to use.

Steps:

  1. Login to the Trifacta application as a workspace administrator.
  2. In the lefthand menu, select User menu > Admin console > OAuth2.0 Clients
  3. In the OAuth2.0 Clients page, click Register OAuth2.0 Client.
  4. Specify the new client. Apply the following values:

    SettingDescription
    Type

    Set to NetSuite.

    Name

    Display name for the OAuth 2.0 client in the Trifacta application.

    Client ID

    Set this value to the Client ID created above.

    Client Secret

    Set this value to the Client Secret value created above.

    Authorization URL

    Set this value to the following:

    https://<ACCOUNT_ID>.app.netsuite.com/app/login/oauth2/authorize.nl
    Token URL

    Set this value to the following:

     https://<ACCOUNT_ID>.suitetalk.api.netsuite.com/services/rest/auth/oauth2/v1/token
    ScopesSet to rest_webservices.
    Access Token Expires In

    Set this value to 3600000.

    Refresh Token Expires In

    Set this value to 604800000.

  5. To save your OAuth 2.0 client, click Create.

For more information, see Create OAuth2 Client.

Create NetSuite Connection

After you have created the two OAuth 2.0 client references, you can create a connection to your NetSuite data.

NOTE: You must create a separate connection for each OAuth 2.0 client that is available in the Trifacta application.

For more information, see NetSuite Connections.

See Also for OAuth 2.0 for NetSuite:

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