Installation Guide > Installation Guide > Installing and Configuring NetSuite CRM Connector Bundle in NetSuite
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Installing and Configuring NetSuite CRM Connector Bundle in NetSuite
 
Installing NetSuite CRM Connector Bundle
Assigning Actian Access Token Role to Integration User
Setting Permissions for the Actian Access Token Role
Assigning a Configuration Folder in NetSuite
Adding Subsidiaries to the Actian Access Token Role
Creating a New Access Token for an Application
Creating a New Access Token
Updating the Datacloud Endpoint Manually in NetSuite
Setting Up a Salesforce Credential Record
Modifying the Salesforce Credential Record
Setting Up a Subsidiary Configuration
Configure Connector Settings in Salesforce to Go Live
Activating Outbound Schemas
Installing NetSuite CRM Connector Bundle
To install NetSuite CRM Connector Bundle
1. In NetSuite, go to Customization > SuiteBuilder > Search & Install Bundles.
The Search & Install Bundles page is displayed.
2. In the KEYWORDS field, type Actian CRM Integration.
The bundles are displayed.
Screen Clipping
Note:  If your search does not return an Actian CRM Integration bundle, contact your Actian Solutions Engineer.
3. Click Actian CRM Integration.
The Actian CRM Integration page is displayed.
4. (Optional) To view the bundle components, click Components (found on the subtab menu bar) on the Actian CRM Integration page.
5. Click Install.
The Preview Bundle Install page is displayed.
6. Click Install Bundle.
A popup is displayed.
7. Click OK to install the bundle and all the objects such as custom records, forms and scripts.
8. Click Save.
Once the installation of the Actian CRM Integration bundle is complete, an email notification will be sent to Actian Support.
Last modified date: 12/14/2021