Head over to the left sidebar and click on the
Create new Bridge
green button
You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
Choose NetSuite as the source for your bridge
Choose PostUp as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your NetSuite with PostUp
Step 2.A: Setup your NetSuite integration
Click on Connect NetSuite
Click on Create new integration to connect your NetSuite (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the NetSuite integration
Fill URL, Account ID, Consumer key, Consumer secret, Access Token, Access Secret field to connect NetSuite with LeadsBridge
Click on the Authorize button
You can choose a name for this NetSuite and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your NetSuite is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for NetSuite
How to get URL, Account ID, Consumer key, Consumer secret, Access Token, Access Secret
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:
Log into your NetSuite account as Administrator
Go to Setup » Company » Company Information
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.
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:
Log into your NetSuite account as Administrator
Go to Setup » Integration » Manage Integrations » New
Inside the Name field type a descriptive name, for example LeadsBridge Integration
Keep State as Enabled
Check the Token-Based Authentication checkbox in the Authentication section
Then click on Save
After that, Consumer Key and Consumer Secret will be displayed, copy them.
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:
Log into your NetSuite account as Administrator
Go to Setup » Company » Enable Features
Click on SuiteCloud sub tab
Scroll down to Manage Authentication section
Check the TOKEN-BASED AUTHENTICATION checkbox
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:
Log into your NetSuite account as Administrator
Go to Setup » Users/Roles » Manage Users
Under the Name column click on the user’s name you want to give access
Then click on Edit button under the user’s name
Go into the Access sub-tab at the bottom
Then click on the Add dropdown button under Roles, we recommend selecting Full Access or other similar roles
Click again on Add to assign the role to the user
After that, click on Save
Now we should create the Token for this user by following the steps below:
Go to Setup » Users/Roles » Access Tokens » New
Select an Application Name
Under User select the user you assigned the Role in the step before
Inside Role select the one you gave to the user in the step before, for example Full Access
Under Token Name you can give a descriptive name to the Token you are creating
Then click on Save button
Now you should be able to see your Token ID and Token Secret
Copy your NetSuite Token ID and paste it inside LeadsBridge Access Token field
Finally, copy your NetSuite Token Secret and paste it inside LeadsBridge Access Secret field
Step 2.C: Setup your PostUp integration
Click on Connect PostUp
Click on Create new integration to connect your PostUp (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the PostUp integration
Fill Username, Password field to connect PostUp with LeadsBridge
Click on the Authorize button
You can choose a name for this PostUp and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your PostUp is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for PostUp
How to get Username, Password
The Username and Password are the same that are used to log into your PostUp account.
Step 2.E: Email Receipt (Optional)
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
Step 3: Fields Mapping
Here you'll be able to map your NetSuite information with your PostUp fields.
You will have PostUp fields on the left. Match the information you wish to pass align from NetSuite
Based on PostUp functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
Step 3.B Test Connection (Optional)
Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.
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