The Velaro SuiteApp shows an agent's live call inside NetSuite. The agent sees who is calling, can open the matching customer record with one click, and can add a note that is saved to the conversation in Velaro. It appears on a NetSuite page and as a dashboard portlet.

The SuiteApp is part of the CRM Call Pop Plugins package. Limits depend on your plan; see your plan under Billing, Usage Overview. If the package is not on your account, the setup wizard tells you which package adds it.

Before You Start

• You need a Velaro admin login and a NetSuite administrator who can deploy with the SuiteCloud CLI.
• Agents are matched by their NetSuite login: the same email address as in Velaro, or a NetSuite login linked to the agent under Users, then the agent, then CRM logins.

Install It

The setup wizard walks you through every step and remembers your progress. You can leave and come back at any time. Nothing that is already set up is changed unless you choose to change it.

1. In Velaro, open Integrations, then NetSuite, and choose Open setup wizard on the Call pop plugin card.
2. Step 1, Get the SuiteApp. Download the zip. Your Velaro key is already inside it, so there is nothing to copy or paste. Keep the zip private.
3. Step 2, Install it. Unzip the download. Your NetSuite administrator opens the unzipped folder in a terminal, signs in with the SuiteCloud CLI as described in the SETUP.txt inside the zip, and runs npm run deploy. This adds the Velaro Screen Pop page and the dashboard portlet.
4. In NetSuite, open the page once: Customization, Scripting, Script Deployments, Velaro Screen Pop, View.
5. Step 3, Verify connection. Choose Check. The wizard shows whether the plugin is connected, when it was last seen, and which version is installed.
6. Step 4, Pop style. Choose how an incoming call appears: banner, window, small notice, or no pop.

Check the Connection

Connected now means a NetSuite page polled Velaro in the last two minutes. If nobody has the Velaro page or portlet open, the wizard shows when it was last seen instead. That is normal.

Update the SuiteApp

When a newer version exists, the wizard shows an Update available banner with your installed version and the latest version.

1. Open the setup wizard and download the SuiteApp again.
2. Unzip it and run npm run deploy again in the unzipped folder.
3. Choose Check on the Verify connection step to confirm the new version.

Your pop style and other settings stay as they were. Each download adds a new Velaro key for your account. Earlier keys keep working until you revoke them under Settings, Developer, MCP Keys.

Change or Undo the Pop Style

On the Pop style step, choose Change it, pick a new style and save. The wizard keeps your last few settings, so you can choose Restore next to an earlier one to put it back.