Connect Acuity Scheduling to NetSuite with LeadsBridge

1. Head over to the left sidebar and click on Bridges
2. You'll be taken to the Bridges section of your account
3. Click on the Add New button
4. You'll be taken to the first step of the bridge creation

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Acuity Scheduling as the source for your bridge
4. Choose NetSuite as the destination
5. Click on the Next button

1. Type in the name you'd like to call your integration
2. Enter API Key and User Id to connect your Acuity Scheduling with LeadsBridge
4. 1. Find your API credentials in Acuity Scheduling left menu, under Business Settings → Integrations, or by clicking here
   2. Then Copy and Paste your credentials on LeadsBridge Integration's page
5. Select the segment you'd like to use as the source for your leads
6. Click on the Next button

Acuity Scheduling now requires to setup a Webhook to send lead's information to LeadsBridge.

Copy the Webhook address that you see in this step and set this endpoint inside your Acuity Scheduling settings.

How to setup the webhook on Acuity Scheduling

Then follow the steps below:

1. Log into your Acuity Scheduling account
2. Click on Integrations at the bottom left of the menu, under Business Settings
   
3. Integrations area will open on the right, click on API
4. Then go to Webhooks and click on Set Up
   
5. A popup window will be opened on the right
6. Paste LeadsBridge’s Webhook URL on the type field that corresponds to the information you’ll like to receive on your bridge, for example if you’ll like to receive new scheduled appointments and updates to already scheduled appointments you should paste the webhook URL under APPOINTMENT SCHEDULED OR UPDATED (CATCH-ALL)
7. Then, click on Save
   
8. After that, you should send a test schedule using Acuity Scheduling Client Scheduler on the following link URL: ( OPEN LINK) or you can create it directly from your calendar
9. Go back into your LeadsBridge bridge setup and wait till the schedule test arrives
10. Finally, after you've received the schedule test data on LeadsBridge, click on Next to save your Webhook data and continue with your Bridge setup

You can find further information in the following link:

Before proceeding

Please make sure to send a test lead from Acuity Scheduling. This will allow us to recognize the data you'd like to pass along and offer them as presets in the next steps of the setup.

1. When the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
2. Go to Acuity Scheduling
3. Submit a test lead
4. Head back to LeadsBridge and check if the information has been processed correctly
5. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Enter URL, Account ID, Consumer key, Consumer secret, Access Token and Access Secret to connect NetSuite with LeadsBridge
4. To setup the integration correctly, only during the initial configuration you'll have to create an integration inside NetSuite.
   
   In order to get your URL and Account ID you should follow the steps below:
   
   1. Log into your NetSuite account as Administrator
   2. Go to Setup » Company » Company Information
      
   3. Your URL should look like one of the following cases:
   • https://AccountID.suitetalk.api.netsuite.com
   • https://AccountID.app.netsuite.com
   • If those URL formats doesn't work, go back to the Company Information page and check the value of CUSTOMER CENTER LOGIN which contains the URL but use only the first part of it: https://XXX.netsuite.com where XXX depends on your account region.
5. The Account ID value can be found in the example above

After that, in order to get your Consumer Key and Consumer Secret, you should create an Integration inside NetSuite by follow the steps below:

1. Log into your NetSuite account as Administrator
2. Go to Setup » Integration » Manage Integrations » New
   
3. Inside the Name field type a descriptive name, for example LeadsBridge Integration
4. Keep State as Enabled
5. Check the Token-Based Authentication checkbox in the Authentication section
6. Then click on Save
7. After that, Consumer Key and Consumer Secret will be displayed, copy them.
8. Go back into your LeadsBridge Integration and paste your Consumer Key and Consumer Secret in their corresponding fields

To be able to create an Access Token you should enable your NetSuite account with Token-Based Authentication by following the steps below:

1. Log into your NetSuite account as Administrator
2. Go to Setup » Company » Enable Features
3. Click on SuiteCloud sub tab
4. Scroll down to Manage Authentication section
5. Check the TOKEN-BASED AUTHENTICATION checkbox
6. Save your changes

After this you should assign a role to the user’s account you are using inside LeadsBridge by following the steps below:

1. Log into your NetSuite account as Administrator
2. Go to Setup » Users/Roles » Manage Users
3. Under the Name column click on the user’s name you want to give access
4. Then click on Edit button under the user’s name
5. Go into the Access sub-tab at the bottom
6. Then click on the Add dropdown button under Roles, we recommend selecting Full Access or other similar roles
7. Click again on Add to assign the role to the user
8. After that, click on Save

Now we should create the Token for this user by following the steps below:

1. Go to Setup » Users/Roles » Access Tokens » New
   
2. Select an Application Name
3. Under User select the user you assigned the Role in the step before
4. Inside Role select the one you gave to the user in the step before, for example Full Access
5. Under Token Name you can give a descriptive name to the Token you are creating
6. Then click on Save button
   
7. Now you should be able to see your Token ID and Token Secret
8. Copy your NetSuite Token ID and paste it inside LeadsBridge Access Token field
9. Finally, copy your NetSuite Token Secret and paste it inside LeadsBridge Access Secret field

Click on the Next button

You'll now be able to select the destination segment to send your leads to

You may choose to receive an email receipt for each incoming lead.

• Type the address(es) where you'd like to receive the receipt
• You may also modify the Subject line of the email

Click on the Next button

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on NetSuite.

Underneath there's a box where you may add the information you'd like to send.

• Check each of the NetSuite fields available
• Match the information you wish to pass along from Acuity Scheduling
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge