docs: add netsuite

ringcentral · Jul 5, 2024 · 2281aa9 · 2281aa9
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diff --git a/docs/bullhorn.md b/docs/bullhorn.md
@@ -22,10 +22,10 @@ Once the extension has been installed, follow these steps to setup and configure
 
     ![Connect to Bullhorn](img/bullhorn-connect.png){ style="max-width: 200px" }
 
-4. Click the "Authorize" button. 
+4. Click the "Connect" button. 
 
 5. A window will be opened prompting you to enter your Bullhorn username and password. Login to Bullhorn. 
 
-When you login successfully, the Chrome extension will automatically update to show you are connected to Bullhorn. If you are connected, the button next to Bullhorn will say, "unauthorize."
+When you login successfully, the Chrome extension will automatically update to show you are connected to Bullhorn. If you are connected, the button next to Bullhorn will say, "logout".
 
 And with that, you will be connected to Bullhorn and ready to begin using the integration. 
diff --git a/docs/clio.md b/docs/clio.md
@@ -22,11 +22,11 @@ Once the extension has been installed, follow these steps to setup and configure
 
     ![Connect to Clio](img/clio-connect.png){ style="max-width: 200px" }
 
-4. Click the "Authorize" button. 
+4. Click the "Connect" button. 
 
 5. A window will be opened prompting you to enter your Clio username and password. Login to Clio. 
 
-When you login successfully, the Chrome extension will automatically update to show you are connected to Clio. If you are connected, the button next to Clio will say, "unauthorize."
+When you login successfully, the Chrome extension will automatically update to show you are connected to Clio. If you are connected, the button next to Clio will say, "logout".
 
 And with that, you will be connected to Clio and ready to begin using the integration. 
 

diff --git a/docs/developers/adapter.md b/docs/developers/adapter.md
@@ -37,6 +37,7 @@ The framework currently contains a total of five natively supported CRMs. These
 |Insightly|api key|Lead and Contact|Insightly API only supports exact match for contact match by phone number, so users need to use [overriding formats](../users//settings.md#phone-number-formats)|
 |Bullhorn|OAuth|Candidate and Contact|Bullhorn has unique auth process behind OAuth, it's not recommended to be used as OAuth reference|
 |Redtail|api key (username & password)|Contact|None|
+|NetSuite|OAuth|Contact|NetSuite API only supports exact match for contact match by phone number, so users need to use [overriding formats](../users//settings.md#phone-number-formats)|
 
 ## Development process
 

diff --git a/docs/developers/getting-started.md b/docs/developers/getting-started.md
@@ -63,9 +63,7 @@ Open up a console and within it, follow these instructions.
 
 ### Install and configure the client
 
-Download the zipped build and install the Chrome extension from the following URL:
-
-[https://github.com/ringcentral/rc-unified-crm-extension-client/tree/build](https://github.com/ringcentral/rc-unified-crm-extension-client/tree/build)
+Download Chrome extension from [Chrome Web Store](https://chromewebstore.google.com/detail/ringcentral-crm-extension/kkhkjhafgdlihndcbnebljipgkandkhhd)
 
 Right click extension's icon and go to Options, change Custom CRM manifest url to the following URL:
 

diff --git a/docs/getting-started.md b/docs/getting-started.md
@@ -48,5 +48,6 @@ Each CRM may have a slightly different approach in order to install the extensio
 * [Connect and setup Insightly](./insightly.md)
 * [Connect and setup Pipedrive](./pipedrive.md)
 * [Connect and setup Redtail CRM](./redtail.md)
+* [Connect and setup NetSuite](./netsuite.md)
 
 
diff --git a/docs/img/netsuite-connect.png b/docs/img/netsuite-connect.png
diff --git a/docs/index.md b/docs/index.md
@@ -39,6 +39,7 @@ RingCentral currently supports the following CRMs using the Unified CRM extensio
 * [Insightly](./insightly.md)
 * [Pipedrive](./pipedrive.md)
 * [Redtail CRM](./redtail.md)
+* [NetSuite](./netsuite.md)
 
 Don't see your CRM listed above? Visit our [Ideas portal](https://ideas.ringcetral.com/) to tell us more about the CRM you would like us to integrate with. 
 

diff --git a/docs/insightly.md b/docs/insightly.md
@@ -22,7 +22,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
     ![Connect to Insightly](img/insightly-connect.png){ style="max-width: 200px" }
 
-4. Click the "Authorize" button. 
+4. Click the "Connect" button. 
 
 5. A window will be opened prompting you to enter numerous attributes from Insightly, including:
     * API key
@@ -35,7 +35,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
     ![Insightly API credentials](img/insightly-apicreds.png){ style="max-width: 600px" }
 
-When you login successfully, the Chrome extension will automatically update to show you are connected to Insightly. If you are connected, the button next to Insightly will say, "unauthorize."
+When you login successfully, the Chrome extension will automatically update to show you are connected to Insightly. If you are connected, the button next to Insightly will say, "logout".
 
 And with that, you will be connected to Insightly and ready to begin using the integration. 
 

diff --git a/docs/netsuite.md b/docs/netsuite.md
@@ -0,0 +1,68 @@
+# Setting up the Unified CRM extension for NetSuite
+
+NetSuite is a cloud-based business management software that helps organizations manage their financials, operations, and customer relationships.
+
+RingCentral's integration with NetSuite helps streamline communications with contacts, and helps staffing agents better support contacts through the entire sales order pipeline by helping to manage and store communication history for all contacts. 
+
+## Install the extension
+
+If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
+
+<iframe width="825" height="464" src="https://youtu.be/yo4Q1Vj-sH4" title="Unified CRM extension for NetSuite - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
+
+## Setup the extension
+
+Once the extension has been installed, follow these steps to setup and configure the extension for Bullhorn. 
+
+1. [Login to NetSuite](https://system.netsuite.com/pages/customerlogin.jsp).
+
+2. While visiting a NetSuite web page, click the quick access button to bring the dialer to the foreground. 
+
+3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "netsuite".
+
+    ![Connect to NetSuite](img/netsuite-connect.png){ style="max-width: 200px" }
+
+4. Click the "Connect" button. 
+
+5. A window will be opened prompting you to allow OAuth scopes. Allow it.
+
+When you login successfully, the Chrome extension will automatically update to show you are connected to NetSuite. If you are connected, the button next to NetSuite will say, "logout".
+
+And with that, you will be connected to NetSuite and ready to begin using the integration. 
+
+## Role permission setup
+
+For this extension to work, NetSuite account admin needs to assign users with below permissions:
+
+*Transactions:*
+
+|Permission|Level|
+|-|-|
+|Sales Order|Full|
+
+*Reports:*
+
+|Permission|Level|
+|-|-|
+|SuiteAnalytics Workbook|Edit|
+
+*Lists:*
+
+|Permission|Level|
+|-|-|
+|Contact-Subsidiary relationship|View|
+|Contacts|Full|
+|Customers|Full|
+|Employee RecordFull|
+|Employees|Full|
+|Entity-Subsidiary relationship|View|
+|Phone Calls|Full|
+|Related Items|View|
+
+*Setup:*
+
+|Permission|Level|
+|-|-|
+|Log in using OAuth 2.0 Access Tokens|Full|
+|REST Web Services||Full|
+|User Access Tokens||Full
diff --git a/docs/pipedrive.md b/docs/pipedrive.md
@@ -24,7 +24,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
 3. On the authorization screen, scroll to the bottom and click "Allow and Install." The CRM extension should automatically come to the foreground and show that you are now connected to Pipedrive. 
 
-When you login successfully, the Chrome extension will automatically update to show you are connected to Pipedrive. If you are connected, the button next to Pipedrive will say, "unauthorize."
+When you login successfully, the Chrome extension will automatically update to show you are connected to Pipedrive. If you are connected, the button next to Pipedrive will say, "logout".
 
 And with that, you will be connected to Pipedrive and ready to begin using the integration. 
 

diff --git a/docs/redtail.md b/docs/redtail.md
@@ -22,10 +22,10 @@ Once the extension has been installed, follow these steps to setup and configure
 
     ![Connect to Redtail](img/redtail-connect.png){ style="max-width: 200px" }
 
-4. Click the "Authorize" button. 
+4. Click the "Connect" button. 
 
 5. A window will be opened prompting you to enter your Redtail username and password. Login to Redtail. 
 
-When you login successfully, the Chrome extension will automatically update to show you are connected to Redtail. If you are connected, the button next to Redtail will say, "unauthorize."
+When you login successfully, the Chrome extension will automatically update to show you are connected to Redtail. If you are connected, the button next to Redtail will say, "logout".
 
 And with that, you will be connected to Redtail and ready to begin using the integration. 
diff --git a/docs/release-notes.md b/docs/release-notes.md
@@ -14,7 +14,7 @@
 
 New features video demo:
 
-<iframe src="https://www.youtube.com/embed/x1GDk0ncm9A" width="720" height="480" frameBorder="0" class="giphy-embed" allowFullScreen></iframe>
+<iframe width="825" height="464" src="https://www.youtube.com/embed/x1GDk0ncm9A" title="Unified CRM extension 1.0.0 updates" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
 
 ## 0.8.7
 

diff --git a/docs/users/settings.md b/docs/users/settings.md
@@ -155,4 +155,4 @@ CRMs known to exhibit this problem are:
 
 * Clio
 * Insightly 
-
+* NetSuite
diff --git a/mkdocs.yml b/mkdocs.yml
@@ -67,6 +67,7 @@ nav:
      - 'Insightly': insightly.md
      - 'Pipedrive': pipedrive.md
      - 'Redtail CRM': redtail.md
+     - 'NetSuite': netsuite.md
 - 'User guide':
   - 'Accessing the extension': users/access.md
   - 'Making and receiving calls': users/making-calls.md
Original file line number	Diff line number	Diff line change
Expand Up		@@ -155,4 +155,4 @@ CRMs known to exhibit this problem are:

		* Clio
		* Insightly

		* NetSuite