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 organize all content associated with a record into individual Box folders. They can then access those documents directly from Box.
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 instance with your Box corporate account
To install the Box for Oracle NetSuite integration, you must be both:
- A NetSuite Admin with SuiteApp Bundle Installation privileges; and
- A Box Admin (or co-admin with the proper permissions) with the following:
- access to your company's Box Enterprise ID (EID)
- the ability to authorize applications in the admin console
- access to the content manager
More information if you're upgrading from an earlier integration of Box for NetSuite.
Installing the Box SuiteApp Bundle in NetSuite
- In NetSuite, on the global dashboard, navigate to Customization > SuiteCloud Development > SuiteApp Marketplace.
- In the search bar, enter Box and navigate to the Box for NetSuite listing.
- Click Install.
- Confirm install by clicking Install.
- Wait for the installation to complete.
- When you see the “Installed” status, the installation has completed successfully.
Congratulations! You’ve finished installing the Box for Oracle NetSuite bundle. However, the integration itself is not yet complete. Now you must associate your NetSuite instance with your Box enterprise.
If you encounter issues with the bundle installation, please contact NetSuite support.
Setting up and connecting your NetSuite instance to your Box enterprise
This is a two-part process:
- Part 1: In NetSuite, record your Box Enterprise ID and (if applicable) your custom sub-domain
- Part 2: In Box, authorize the Box for NetSuite application
Part 1: To record your Box Enterprise details
- 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.
To display just these 6 new record types, towards the top of the list click Filters, and in the From Bundle box type in the Box bundle ID (234796).
The table below explains each of the six new record types.
Box Record Type |
Description |
Box Account Association |
Stores the mapping between the individual NetSuite user and the individual Box user. 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 details about your Box Enterprise instance (EID, subdomain, Box Verified Enterprise, and so on), which is critical for connecting your NetSuite instance to your Box instance. |
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 Content 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 instance. To do this, click List to the right of Box Integration Config.
- When the Box Integration Config List displays, click Edit.
-
Retrieve your Box Enterprise ID.
- To do this, log in to Box as the admin (or co-admin) of your Box Enterprise and go to the Box Admin Console > Account & Billing.
- Retrieve your Box company subdomain (if you have one).
- To do this, go to the Box Admin Console > Enterprise Settings.
- Click the Custom Setup tab.
- Return to NetSuite.
- In NetSuite, in the Box Integration Config record, in the ENTERPRISE ID field, paste your Box Enterprise ID.
- Type in your BOX SUBDOMAIN.
- Check BOX VERIFIED ENTERPRISE, if appropriate.
- Click Save.
Note: If you're not certain whether you are a Box Verified Enterprise, please contact your Box account rep or Box support.
Part 2: To enable the NetSuite v3 platform application
- Go to Admin Console > Apps.
- Click the Platform Apps Manager tab.
- Click Add Platform App.
- In the Client ID box, paste in the Box for Oracle NetSuite ID:
pl0vgv5rriv0o4pzqmwy0dlkao2cleat
- Click Next.
- Click Authorize.
The Box for Oracle NetSuite application is now added to your Box Platform Applications list.
It’s done! Your NetSuite instance and Box enterprise are successfully connected, and you’ve completed the integration installation.
Now, it’s time to enable the integration and set up the default folder structure.
Note: If your Box enterprise has disabled all Platform Apps by default, you must add the NetSuite application to your allow list. To review and, if necessary, modify this setting, from your Admin Console navigate to Enterprise Settings > Apps. Scroll down to the Third Party Integrations section. If Platform Apps is checked, then in the Except for: box, enter the same API Key (also known as "Client ID") you used in the platform applications section -- pl0vgv5rriv0o4pzqmwy0dlkao2cleat . Then click Save.