Step 1: Verify Features Allow Integration

  • To get started quickly and efficiently, we recommend connecting to the live environment you work in!
  • Before you begin, prepare a Word document or an open file to save the details for future use and further connections.
  • This guide only applies if you have previously set up an integration between NetSuite and Dokka.

Step 1: Duplicating the Existing Role

  1. Navigate to:
    Setup -> Users/Roles -> Manage Roles
  2. Search for the DOKKA Integration role and click Edit.
  3. Make the following changes:
    • (1) In the Name field: Change the name to reflect the subsidiary you want to connect.
    • (2) In the Selected Subsidiaries field: Select the relevant subsidiary.
    • (3) To save the new role, click the dropdown triangle next to the Save button and select Save As.

If multiple subsidiaries need to be connected, repeat this process for each subsidiary individually.



Step 2: Assigning the Created Role(s) to a User in NetSuite

  1. Navigate to:
    Lists -> Employees -> Employee -> Edit mode
  2. Go to the Access section.
  3. Assign the new role to the selected user:
    Lists -> Employees -> Edit the user card -> Access -> Add the new role -> Save
  4. If you created multiple roles in the previous step, assign all of them to the selected user.

Step 3: Setting Up Authentication for the Dokka Connector

For each subsidiary, create access tokens:

  1. Navigate to:
    Setup -> Users/Roles -> Access Tokens -> New
  2. Fill in the details as shown in the example below.
  3. Select the integration user in the User field and click Save.


Once saved, two access tokens will appear. It is crucial to save these details, as they will be needed later to connect the new company in Dokka. If you leave the screen, the tokens will no longer be visible.



**If the access token details are lost, you can revoke them and create new ones:
Setup -> Users/Roles -> Access Tokens -> Edit -> ACTIVE -> Revoke

Step 4: Creating the DOKKA REST Endpoint

You can skip this step if you saved the link from a previous connection. The link applies to all subsidiaries.

  1. Navigate to:
    Customization -> Scripting -> Script Deployments
  3. Locate the value in the Script column labeled: “DOKKA.Rest.Connector”.
    1. To locate it faster, filter the Type field to RESTlet.
  4. Click View and copy the URL as it appears in the External URL field.

Step 5: Creating the Company in Dokka

  1. Log in to Dokka using your admin credentials.
  2. On the homepage, click Add Company.
  3. Enter the company's name, then go to:
    Settings -> System Integration -> NetSuite
  4. Enter the connection details gathered in the previous steps.

Note:
If you're connecting Dokka to a NetSuite sandbox environment, replace the hyphen ("-") between the account number and the letters "sb" with an underscore ("_"). For example: dokka_sb instead of dokka-sb.

Done!

If you followed all the steps correctly, the integration is complete, and we're ready to meet! ?