Confido will connect with NetSuite programmatically via their SOAP and REST APIs. Below are the steps to fully connect.
1. Enable REST and SOAP
Navigate to Setup > Company > Enable Features. Under SuiteCloud, select SOAP WEB SERVICES, REST WEB SERVICES, and TOKEN-BASED AUTHENTICATION.
2. Install the Confido Bundle
Navigate to Customization > SuiteBundler > Search & Install Bundle or search “Search & Install Bundle.”
Search “Confido Integration” in the keywords and install the Confido Integration Bundle
This will generate a role with the relevant permissions for us to maintain our two-way sync with NetSuite.
3. Create a User with the Confido Role
A user can either be created net-new or the newly created Confido role can be added to an existing user (to minimize the number of seats). Often companies will have one use dedicated to integrations and in this case you can add the Confido Integration role!
To create a new user, navigate to Lists > Employees > Employees > New. Add the required information for the new user form. Select the Access tab and select Give Access and the Confido Integration role.
4. Create an Integration and Generate your Consumer Secrets
Navigate to Setup > Integration > Manage Integrations > New. Populate the form as specified below selecting Token-Based Authentication, TBA: Authorization Flow, Authorization Code Grant, Restlets, REST Web Services and providing https://app.merge.dev/oauth/callback as the callback URL and redirect URI.
Ensure that the max concurrency is at least 4.
Click save and make sure to leave this tab open or store the secrets in a safe place.
5. Create an Access Token to Generate Token Secrets
Navigate to Setup > Users/Roles > Access Tokens > New. Select the relevant application, user and role from the steps prior and Save. Leave this tab open or store the secrets in a safe place.
6. Enter your Newly Created Credentials into Confido
In Confido, Navigate to Integrations → Software, and click “Add an Additional Accounting System.”
Enter your NetSuite subdomain (the first 7 digits of your NetSuite URL).
Enter the Consumer Key and Consumer Secret from step 4.
Enter the Token ID and Token Secret from step 5.