Before creating and using a Connector in Clarify, please review the following requirements and prerequisites.
Create a Vault Entry for your API Account Authentication
To create a Connector, you must first store the authorization information in an Authorization Vault, which provides a secure storage location for API keys, tokens, username and passwords, headers, and other info used to authorize calls to external Web Services. In order for a Cloud Connector to work, this vault entry must exist and be configured for the external application you wish to communicate with.
The vault entry can be created from the Admin Console’s Settings | Auth Vault view, or directly from the Cloud Connector wizard (shown below). See Secure Authorization of Web Service Requests using a Clarify Server Vault to learn how to create a vault entry.
When creating a vault entry, you must select the correct NetSuite application based on the authentication method you plan to use.
- Account number
- Consumer Key
- Consumer Secret
- Token ID
- Token Secret
- Username & Password
- Account Number
- Application ID
For more information, always refer to the applicable NetSuite developer documentation.
If calling the Upsert operation then pre-configuration required
See Configuring Salesforce to allow the Upsert Operation in Clarify for additional details
Specialised Licensing Required
The Application Connector requires a specialized server license. See your Customer Account Manager.
Effective use of a Connector assumes the following:
- You are familiar with the development and organization of your external application account.
- You know the particulars of your data and the external processes to manage it.
- You have a general understanding of how to create and share resources, and launch integration projects in Clarify.