TL;DR: Connect Confido to NetSuite by enabling REST and SOAP APIs, installing the Confido Bundle, creating a dedicated integration user, generating credentials, and entering them into Confido's Integrations page.
Confido connects with NetSuite programmatically via SOAP and REST APIs. Follow the steps below to complete the integration.
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 Confido to maintain a 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 user dedicated to integrations — 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, select Give Access, and assign the Confido Integration role.
Add the following permissions to the role: Permissions → Lists → Units → Full Level
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 store the Consumer Key and Consumer Secret in a safe place before closing this tab.
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 above and click Save. Store the Token ID and Token Secret in a safe place before closing this tab.
6. Enter your 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.
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