Introduction
Box for Oracle NetSuite augments or replaces the NetSuite File Cabinet, bringing the robust content management capabilities of Box right to the NetSuite interface. Joint NetSuite/Box customers can centralize in a single Box folder all documents associated with a particular NetSuite record. They can then access those documents from any device, without logging in to NetSuite.
This article details the first steps in connecting NetSuite with Box. It includes the procedures Admins must follow to:
- Install the Box SuiteApp Bundle in NetSuite
- Connect your NetSuite and Box accounts
After your NetSuite and Box accounts are connected, you need to configure each of your NetSuite record types to enable the integration and set up the default folder structure.
To install the Box for Oracle NetSuite integration, you must be both:
- A NetSuite Admin with SuiteApp Bundle Installation privileges; and
- A Box Admin with access to your company\'s Box Enterprise ID (EID) and the ability to enable custom applications
More information if you\'re upgrading from an earlier integration of Box for NetSuite.
Installing the Box SuiteApp Bundle in NetSuite
IMPORTANT If you are already using an earlier version of the Box for Oracle NetSuite integration, we strongly recommend you first install the newer version of the integration. After it is fully iinstalled and configured, then uninstall the earlier version to minimize any end user confusion.
To Install the Box SuiteApp Bundle in NetSuite
- In NetSuite, on the global dashboard, follow this path to go to the SuiteApp Bundle Installer: Customization > SuiteBundler > Search & Install Bundles.
- In the search box, enter Box for Oracle NetSuite to ensures the integration displays in the search results.
- Click Box for Oracle NetSuite. The bundle record opens, and you can view details of the Bundle, including the custom records that will be created with the installation.
- Click Install.
- When prompted, click OK. The Installed Bundle screen displays.
The Box for Oracle NetSuite bundle status is pending. Installation takes approximately 10 minutes.
Shortly after you initiate the installation, the status changes from Pending... to Executing...
When the installation completes â approximately 10 minutes later â the status display changes to a green check mark.
Congratulations! Youâve finished installing the Box for Oracle NetSuite bundle. However, the integration itself is not yet complete. Now you must set up and connect your NetSuite instance to your Box account.
Setting up and connecting your NetSuite instance to your Box account
This is a two-part process. You must go into each application â first in NetSuite, and then in Box â to complete the connection.
- Part 1: In NetSuite, record your Box Enterprise ID
- Part 2: In Box, enable the Box-for-NetSuite custom application
Part 1: To record your Box Enterprise ID
- In NetSuite, follow this path to go to your list of record types:
Customization > Lists, Records & Fields > Record Types.
The Box for Oracle NetSuite bundle installs 6 new custom record objects.
The table below lists and explains each of the six new objects.
|
Box Record Object |
Description |
|
Box Account Association |
Stores the mapping between the individual NetSuite user and the individual Box use. Everyone on NetSuite who also uses Box has a record inside this Box Account Association. |
|
Box Folder Collaborations |
Tracks Box permissions and collaborations on NetSuite-Box folders. |
|
Box Integration Config |
The primary configuration file for the integration. Contains the Box Enterprise ID (EID), which is critical for connecting your NetSuite instance to your Box EID. |
|
Box Record Folder |
Stores the mapping between NetSuite records and Box folders. |
|
Box Record Type Config |
Contains the integration configuration for each NetSuite record type. Here is where you enable and customize Box integration settings. Completing this step enables the Box Files option to display in the corresponding NetSuite record screen. |
|
Box Type Folder |
Contains the mapping of NetSuite record types to Box folders. Here is where you can specify a parent folder for the NetSuite object and Box parent folders. |
- Connect your Box account. To do this, to the right of Box Integration Config, click List.
- When the Box Integration Config List displays, click Edit.
- Log in to Box as the admin of your box Enterprise account (if you are not already logged in). In Box, locate your Box EID. To do this, follow this path:
Box Admin Console > Account & Billing.
- Copy your Box EID to your clipboard and return to NetSuite.
- In NetSuite, in the Box Integration Config record, in the Enterprise ID box, paste your Box EID. Then click Save.
Note If you\'re installing this integration over an earlier version, you\'\'ll return to this screen later to enable a migration path.
Part 2: To enable the NetSuite v2 custom application
- In Box, follow this path to display your Box Apps screen:
Admin Console > Enterprise Settings > Apps. - Scroll to down to the Custom Applications section, then click Authorize New App.
- You are prompted for an API key. You need this to grant NetSuite access to your Box account. Enter the following key:
pl0vgv5rriv0o4pzqmwy0dlkao2cleat - Click Next.
- Another prompt displays. This one provides information on the access level of the NetSuite application on your Box account. Click Authorize.
The Box for Oracle NetSuite application is now added to your Box Custom Applications list.
Itâs done! Your NetSuite instance and Box corporate account are successfully connected, and youâve completed the integration installation.
If you\'ve installed this over an earlier version of this integration, proceed to enabling a migration path.
If this is a clean install, itâs time to set up the Box integration within your NetSuite records.