Setting up the Unified CRM extension for NetSuite
NetSuite is a cloud-based business management software that helps organizations manage their financials, operations, and customer relationships.
RingCentral's integration with NetSuite helps streamline communications with contacts, and helps staffing agents better support contacts through the entire sales order pipeline by helping to manage and store communication history for all contacts.
Install the extension
If you have not already done so, begin by installing the Unified CRM extension from the Chrome web store.
Setup the extension
Once the extension has been installed, follow these steps to setup and configure the extension for Bullhorn.
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While visiting a NetSuite web page, click the quick access button to bring the dialer to the foreground.
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Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "netsuite".
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Click the "Connect" button.
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A window will be opened prompting you to allow OAuth scopes. Allow it.
When you login successfully, the Chrome extension will automatically update to show you are connected to NetSuite. If you are connected, the button next to NetSuite will say, "logout".
And with that, you will be connected to NetSuite and ready to begin using the integration.
Role and permission setup
For this extension to work, NetSuite account admin needs to assign users with below permissions:
Transactions
| Permission | Level |
|---|---|
| Sales Order | Full |
Reports
| Permission | Level |
|---|---|
| SuiteAnalytics Workbook | Edit |
Lists
| Permission | Level |
|---|---|
| Contact-Subsidiary relationship | View |
| Contacts | Full |
| Customers | Full |
| Employee Record | Full |
| Employees | Full |
| Entity-Subsidiary relationship | View |
| Phone Calls | Full |
| Related Items | View |
Setup
| Permission | Level |
|---|---|
| Log in using OAuth 2.0 Access Tokens | Full |
| REST Web Services | Full |
| User Access Tokens | Full |
Placeholder companies when creating contacts
NetSuite requires that every contact be associated with a company. When logging calls for new contacts, the Unified CRM extension will first look for a company called, "Placeholder company." If a company with that name is not found, one will be created. Then the contact will be associated with that company record. It is the intent that once the call is complete that an agent do one of the following:
- Edit the company called "Placeholder Company" with a more appropriate name and with additional details.
- Edit the contact to associate it with a more appropriate company stored in NetSuite.
In this way, the Unified CRM extension ensures that all contacts created by it conform to the requirements of NetSuite so that all contact records are complete.