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Netsuite

Follow these steps to successfully establish the connection between your software and Netsuite.

Updated over 2 weeks ago

🚨 PREREQUISITES

The following configurations must be completed in your Netsuite account.

  1. Enable the appropriate company features in your environment.

  2. Create an integration role and assign it to the employee record that will be connected to NetSuite.

  3. Create an integration record to generate your Client ID and Client Secret, ensuring the correct information is provided on the record.

    These configurations are explained in details in the Preparation section that follows.

🛠️ PREPARATION

For the next steps you need to log in to your NetSuite portal.

☑️ 1. Enable the right company features

Under Setup > Company > Enable features must be activated :

  • Under SuiteCloud

    • SuiteTalk (Web Services)

      • REST Web Services

    • Manage Authentication

      • Token-based Authentication

      • OAuth 2.0

      • NetSuite as OIDC Provider

    You can refer to the following screenshot 👇


    ​

☑️ 2. Create integration role with right permissions

For the following Setups steps please replicate set up as illustrated in the screenshots

Under Setup > User/Roles > Manage Roles > New

Under :

  • Permissions > Transactions

  • Permissions > Reports

  • Permissions > Lists

  • Permissions > Setup

  • Permissions > Custom Record

👉 Assign the role you created to your employee record (representing yourself) to enable connection with your account:

For more details : https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N897798.html

☑️ 3. Create Integration record

Create new Integration record with desired name and please replicate authentication setup as illustrated in the screenshot. 👇

Under Setup > Integration > Manage Integration > New

By creating this integration, a Client ID and Client Secret will be generated once only.

👉 Be sure to copy and securely store them immediately, as they will not be shown again and are required to set up the connection.

⚡️ CONNECTION

Step 1: Choose a name for your connexion.

Step 2: If the accounting analytics field was mentioned (Preparation Step 2), then cost accounting = "active", otherwise accounting analytics= "inactive".

Step 3: Fill your Netsuite Account ID

Your Account ID is found at the beginning of the NetSuite URL, e.g., https://1234567.app.netsuite.com → Account ID is 1234567.

For Sandbox accounts, replace the dash in the URL (sb-) with an underscore (sb_) to get the correct Account ID (e.g sb-12345 must be entered assb_12345). (detailed doc :https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1498754928.html)

Step 4: Fill in Client Id (see bellow)

⚠️ if you did not store it during preparation stage, you need to regenerate it. Please see the section "Create Integration records" of preparation. Click on the "Edit" button of the integration record and save without making any changes.

Step 5: Fill in Client Secret (see bellow)

Step 6: Click on authorize. When asked, please enter your credentials (associated to the app) to connect your Netsuite account.

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