Updated to netsuite install docs

ringcentral · Sep 11, 2024 · 50d8c4b · 50d8c4b
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diff --git a/docs/img/netsuite-connect.png b/docs/img/netsuite-connect.png
diff --git a/docs/netsuite.md b/docs/netsuite.md
@@ -4,9 +4,9 @@ NetSuite is a cloud-based business management software that helps organizations
 
 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. 
 
-## Prerequisites
-
-The current version of the NetSuite integration requires NetSuite version 2024.2 or later. 
+!!! warning "Prerequisites"
+    * The current version of the NetSuite integration requires NetSuite version 2024.1 or later. 
+    * NetSuite users must have [REST Web Services](https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1544787084.html#Related-Topics) enabled. 
 
 ## Install the SuiteApp
 
@@ -18,9 +18,29 @@ To begin using the NetSuite integration, users will first need to do the followi
 * Click "RingCentral Unified CRM Extension" in the search results
 * Click the "Install" button found in the upper right hand corner of the page
 
-If you see, "Not compatible" in place of an "Install" button, then you must be running NetSuite version 2024.1 or earlier. You will need to upgrade to 2024.2 or later. 
+If you see, "Not compatible" in place of an "Install" button, then you must be running an older version of NetSuite. You will need to upgrade to 2024.1 or later. 
+
+Installing the app from the SuiteApp marketplace is a necessary step prior to installing the Chrome extension discussed below. 
+
+## Setup roles and permissions in NetSuite
+
+For this extension to work, your NetSuite account admin needs to assign users with the permissions below:
 
-Installing the app from the SuiteApp marketplace is a necessary step prior to installing the Chrome extension discussed next. 
+| Category     | Permission                           | Level |
+|--------------|--------------------------------------|-------|
+| Lists        | Contact-Subsidiary relationship      | View  |
+| Lists        | Contacts                             | Full  |
+| Lists        | Customers                            | Full  |
+| Lists        | Employee Record                      | Full  |
+| Lists        | Employees                            | Full  |
+| Lists        | Entity-Subsidiary relationship       | View  |
+| Lists        | Phone Calls                          | Full  |
+| Lists        | Related Items                        | View  |
+| Reports      | SuiteAnalytics Workbook              | Edit  |
+| Setup        | Log in using OAuth 2.0 Access Tokens | Full  |
+| Setup        | REST Web Services                    | Full  |
+| Setup        | User Access Tokens                   | Full  |
+| Transactions | Sales Order                          | Full  |
 
 ## Install the Chrome/Edge extension
 
@@ -30,7 +50,7 @@ If you have not already done so, begin by [installing the Unified CRM extension]
 
 ## Setup the extension
 
-Once the extension has been installed, follow these steps to setup and configure the extension for Bullhorn. 
+Once the extension has been installed, follow these steps to setup and configure the extension for NetSuite. 
 
 1. [Login to NetSuite](https://system.netsuite.com/pages/customerlogin.jsp).
 
@@ -48,43 +68,6 @@ When you login successfully, the Chrome extension will automatically update to s
 
 And with that, you will be connected to NetSuite and ready to begin using the integration. 
 
-## Role and 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 Record                 | Full  |
-| 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  |
-
 ## Placeholder companies when creating contacts
 
 NetSuite requires that every contact be associated with a company. When logging calls for new contacts, the Unified CRM extension will first look for a company called, "Placeholder company." If a company with that name is not found, one will be created. Then the contact will be associated with that company record. It is the intent that once the call is complete that an agent do one of the following: