NetSapiens Integration Guide

This plugin will provide you with additional recipes for projects that will assist in setting up customers on your netsapiens instance and some new settings for your customers profiles. This plugin works with MeteredBilling to provide usage on your customer invoices.

Configuration

After Install Netsapiens from the marketplace, click on 'preferences' to setup your connection. You will need to provide credentials for connecting with your netsapiens instance. These credentials will need to have full privileges in order to provide you with all the features of Quotingbill.

API URL: the url to your netsapiens instance. This is the domain to your instance followed by 'ns-api' Example: http://mynetsapiensdomain.com/ns-api
Client ID: obtained from creating an Oauth Client in your admin portal.
Username: the user that will perform all actions on behalf of quotingbill (This user will appear in your instance logs for all transactions).
Password: the user password for login. This is used to obtain an Access token for interacting with your instance API.

Creating your credentials on your netsapiens instance

1. Create the Oauth client on your netsapiens Admin UI and add the credentials on QuotingBill Settings.

In your Netsapiens Admin Console: Go to System -> Settings -> Advanced -> Oauth Clients.

Add a new one.
Fill in the Form:
Client ID: you can use your Netsapiens default name or simply QuotingBill.
redirect URI: leave empty.
After you click 'Create', you will receive the Client Secret is created. Copy this key as you will need it later: For more info on the OAuth Client on the admin UI creation read here: https://help.netsapiens.com/hc/en-us/articles/204923990-How-do-I-Generate-a-Client-ID-and-Client-Secret-

2. Create a Superuser on any domain of your netsapiens manager portal for use in QuotingBill.

Warning: The domain you create for this superuser must not be deleted!

You can test your credentials by hitting save in the netsapiens app preferences. QuotingBill will let you know if everything was correctly configured!

This will create a test domain (and delete it afterwards) as well as sync any important meta data from your instance. If there are any issues with the credentials you provided, the error message may provide a clue. The most common problem is permissions, the user/password combination does not have sufficient privileges.

NOTE: Please take notice of any error messages, if the tests do not pass, the rest of the system may not work as expected!

If you want to be up to date with what the QuotingBill community is suggesting for our product, or even suggesting something yourself that you don't see here, please visit our roadmap page here https://roadmap.quotingbill.io/