Overview
To authenticate NetSuite, you will need to provide the following information:
Consumer Key
Consumer Secret
Token ID
Token Secret
This guide will walk you through finding or creating those credentials within NetSuite.
Prerequisites
Please ensure you have Administrator permissions in your company's NetSuite instance, or someone has shared their access with you.
Instructions
Step 1: Navigate to the Integration Page in Confido
Select Integrations on the left hand nav
Click Software in the top right corner
Click Add Additional Accounting System
Click Other
Click Netsuite
Enter your NetSuite Account ID (see below to find ID)
Step 2: Finding your NetSuite Account ID
This is the combination of letters or numbers before "app.netsuite.com" of the URL
If your URL is "https://7600508.app.netsuite.com...", your NetSuite Account ID is 7600508
Step 3: Enable SuiteCloud features
Open the NetSuite Enable Features Page
Under SuiteCloud, check the following boxes then click save
SOAP WEB SERVICES
REST WEB SERVICES
TOKEN-BASED AUTHENTICATION
Step 3: Install the AccountLink NetSuite bundle
Install this Permissions Bundles:
Merge Full Permissions Bundle will allow for read-and-write access
It may take up to 5 minutes to install and you may be re-routed to the Installed Bundles page when the installation is complete
The bundle creates a role that can authenticate to NetSuite's API. For a full list of the role's permissions, see this article. The permissions may be updated, or a separate Role may be used, but doing so could result in permission issues.
Step 4: Provide access to custom transaction types
This step is required if you have custom transaction types/records within your NetSuite instance that you need to grant access to. If you are unsure whether you have any custom transaction types, open this link to determine if you do. If this does not apply to you, skip to Step 5.
Navigate to Setup > Users/Roles > Manage Roles
Locate and select the role associated with the account
Within the role, scroll down to Permissions > Custom Record
Add the custom transaction type to the permissions list
Save
Step 5: Assign a user to the role
Open Manage Users
Either select a user to assign the Role to or create a new user
Most users use an existing user (often yourself) so that an additional NetSuite seat is not consumed
To create a new user, however, go to Lists > Employees > Employees > New. Create the user and grant them NetSuite access by going to the Access tab in the Employee record and select 'Give Access'
In the user's employee record, click Edit and go to the Access tab. In your Access tab, go to Roles and select the Role you imported through the Import Bundle process in Step 3
Click Save to apply these changes
Step 6: Create an integration to obtain your Consumer Key and Secret
Navigate to Integration and create an integration with the following details
NAME: any value
CONCURRENCY LIMIT: leave blank
CALLBACK URL: https://app.merge.dev/oauth/callback
REDIRECT URI: https://app.merge.dev/oauth/callback
Check the following boxes
REST WEB SERVICES
TOKEN-BASED AUTHENTICATION
TBA AUTHORIZATION FLOW
Once you click save, Copy the Consumer Key and Consumer Secret and store them in a safe place. They will only be shown once and you will need to enter it in Step 7.
Step 7: Create an access token to obtain your Token ID and Secret
Navigate to Access Token
Ensure the below details are selected and click Save
Application Name: Name of the Integration created in Step 5
User: User that the Role was added to during Step 4
Role: The imported role (Merge Full Permissions)
Copy the Token ID and Token Secret and store them in a safe place. They will only be shown once and you will need to enter it in Step 7.
Step 8: Enter credentials in the Confido
Step 9: Notify the Confido Team
Once completed notify the Confido team
Information will start flowing within 24 hours