Connect to NetSuite

This guide will walk you through the process of setting up NetSuite User Roles to get Access Tokens using Token-Based Authentication. Access tokens are used to authenticate requests to NetSuite APIs, which enables you to integrate NetSuite with other applications.

By following these steps, you can grant specific NetSuite User Roles access to generate Access Tokens and use them to access NetSuite APIs securely.

Steps:

1. Create a role with the right permissions

2. Assign the role to a new user

3. Create an application

4. Create access tokens

5. Find your Account ID

6. Configure the Netsuite connection

Info: This guide assumes you have a basic understanding of NetSuite and its interface.

Create a new User role

To grant access to the Netsuite, you need to create a user role to get Access Tokens using Token-Based Authentication

1. User Roles to get Access Tokens using Token-Based Authentication:

2. Log in to your NetSuite account as an administrator.

3. Go to Setup > Users/Roles > Manage Roles.

4. Click on the 'New' button to create a new role. Give the role a name (e.g. Integration Role).

5. Under the 'Permissions' tab, select the appropriate permissions that you want to grant to this role. Note that the role must have the necessary permissions to perform the tasks that the integration will be used for.

   We recommend to review the permission levels for the various sections:

   For "Transactions","Lists" we recommend to set the permission to "View" to allow reading data and "Full" to allow creating and/or modifying data. For "Lists","Currencies" we recommend to set the permission to "View" to allow reading data and "Full" to allow creating and/or modifying data. For "Setup", the only option is "None" or "Full", please set it to "Full" to grant access to the Netsuite instance.

   For more details about the Netsuite permission levels, please refer to the Access Levels page in NetSuite Help Center.

   Transactions

   TRANSACTIONS PERMISSION	LEVEL
   Access Payment Audit Log	View/Full
   Audit Trail	View/Full
   Automated Cash Application	View/Full
   Bill Purchase Orders	View/Full
   Bills	View/Full
   Calculate Time	View/Full
   Cash Sale	View/Full
   Cash Sale Refund	View/Full
   Check	View/Full
   Credit Card	View/Full
   Credit Card Refund	View/Full
   Credit Memo	View/Full
   Credit Returns	View/Full
   Customer Deposit	View/Full
   Customer Payment	View/Full
   Customer Refund	View/Full
   Deposit	View/Full
   Deposit Application	View/Full
   Edit Forecast	View/Full
   Enter Opening Balances	View/Full
   Enter Vendor Credits	View/Full
   Estimate	View/Full
   Expense Report	View/Full
   Finance Charge	View/Full
   Find Transaction	View/Full
   Fulfill Orders	View/Full
   Generate Price Lists	View/Full
   Generate Statements	View/Full
   Import Online Banking File	View/Full
   Invoice	View/Full
   Invoice Approval	View/Full
   Invoice Sales Orders	View/Full
   Item Fulfillment	View/Full
   Item Receipt	View/Full
   Make Journal Entry	View/Full
   Matching Rules for Online Banking	View/Full
   Opportunity	View/Full
   Pay Bills	View/Full
   Payments	View/Full
   Pay Sales Tax	View/Full
   Post Vendor Bill Variances	View/Full
   Posting Period on Transactions	View/Full
   Purchase Order	View/Full
   Receive Order	View/Full
   Receive Returns	View/Full
   Reconcile	Edit
   Refund Returns	View/Full
   Return Auth. Approval	View/Full
   Return Authorization	View/Full
   Sales Order	View/Full
   Sales Order Approval	View/Full
   Set Up Budgets	View/Full
   Statement Charge	View/Full
   System Journal	View/Full
   Timer	View/Full
   Track Time	View/Full
   Transfer Funds	View/Full
   Vendor Bill Approval	View/Full
   Vendor Payment Approval	View/Full
   Vendor Return Auth. Approval	View/Full
   Vendor Return Authorization	View/Full
   Vendor Returns	View/Full
   View Gateway Asynchronous Notifications	View/Full
   View Payment Events	View/Full

   Reports

   REPORTS PERMISSIONS	LEVEL
   SuiteAnalytics Workbook	Edit

   List

   LISTS PERMISSIONS	LEVEL
   Accounts	View/Full
   Classes	View/Full
   Companies	View/Full
   Contacts	View/Full
   Currency	View/Full
   Customers	View/Full
   Departments	View/Full
   Items	View/Full
   Subsidiaries	View/Full
   Tax Records	View/Full
   Vendors	View/Full

   Setup

   SETUP PERMISSIONS	LEVEL
   Accounting Lists	Full
   Accounting Management	Full
   Deleted Records	Full
   Log in using Access Tokens	Full
   Other Lists	Full
   REST Web Services	Full
   SOAP Web Services	Full

Assign a user to the role

It is recommended that you create a separate user for this purpose instead of assigning the role to an existing user. It helps with better tracking and auditing operations.

1. Click Lists > Employees > New

2. Enter the employee details (e.g. Integration User), and email address.

3. Click Access tab

   • select Give Access.

   • Enable Manually Assign or Change Password and specify a password.

4. Under Roles, select the role that you created in Step "Create a new User role" from the drop down list (e.g. Integration Role) and click Add.

Create an Application

Once the role is set up, you can follow these steps to generate the consumer Key & Secret:

1. Log in to your NetSuite account with a user who has been assigned the role (e.g Integration Role) that has access.

2. Go to Setup > Integrations > Manage integrations.

   

3. Click the 'New' button to create a new integration or select an existing integration that you want to use.

   • Name: Enter a meaningful name (for example, Integration App)
   • Authentication: Under the 'Authentication' section,
     • select 'Token-Based Authentication.'
     • For TBA: Authorization flow set

       https://unify.apideck.com/vault/callback

       as callback URL.
   • Oauth 2.0: Under the 'Oauth 2.0**' section,
     • Check "Authorization Code grant"
     • Check "REST API services"
     • Set

       https://unify.apideck.com/vault/callback

       as the redirect URI.

   Click the 'Save' button to save the changes.

4. Once saved, the Consumer Key and Consumer Secret will be generated.

   💡 REMARK: Copy the "Consumer Key" and the "Consumer secret". You can not access this information once you exit this screen.

Create Access tokens

Create a New Access Token with the Role just created.

1. Go to Setup > Users/Roles > Access Tokens.

2. Click the 'New' button to create a new Access token

3. Complete the form

   

   • Select the "Application name" that you have created in the previous step (e.g. Integration App).

   • Select the "User", which we created in the previous steps (e.g. Integration User)

   • Give the token a recognizable "token name", for example Integration Token

   • Click the 'Save' button to save the changes.

4- Once saved, the Account Token ID and Secret will be generated.

💡 REMARK: Copy the "Token Id" and the "Token secret". You can not access this information once you exit this screen.

Find your Account ID

1. Go to Setup > Company > Company Information

2. Copy the Account ID

Configure the Netsuite connection

Enter the Account ID, Consumer Key, Consumer Secret, Token ID and Token Secret to get started with the integration.