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How to Integrate with NetSuite using Custom Integration Role

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Written by Dom Kang

How to Integrate with NetSuite

Confido will connect with NetSuite programmatically via their SOAP and REST APIs. Below are the steps to fully connect.

1. Enable REST and SOAP

  1. Log in to NetSuite as an administrator.

  2. Navigate to Setup > Company > Enable Features.

  3. Under SuiteCloud, select SOAP WEB SERVICES, REST WEB SERVICES, and TOKEN-BASED AUTHENTICATION.

2. Create a Custom Integration Role

Before Confido can connect to NetSuite, you need to create a custom integration role with specific permissions. This role controls what data Confido can read and write.
​Below are the steps:

  1. Navigate to Setup → Users/Roles → Manage Roles → New.

  2. Configure the General section:

    1. Set NAME to Confido Integration Role.

    2. Set CUSTOM/STANDARD to Custom.

    3. Set CENTER TYPE to Classic Center.

    4. Set EMPLOYEE RESTRICTIONS to none - no default.

  3. Configure Subsidiary Restrictions:

    1. Set ACCESSIBLE SUBSIDIARIES to X ALL.

    2. Leave ALLOW CROSS-SUBSIDIARY RECORD VIEWING unchecked.

  4. Configure Authentication:

    1. Leave SINGLE SIGN-ON ONLY unchecked.

    2. Check WEB SERVICES ONLY ROLE.

    3. Leave RESTRICT THIS ROLE BY DEVICE ID unchecked.

    4. Set TWO-FACTOR AUTHENTICATION REQUIRED to Not required.

    5. Set DURATION OF TRUSTED DEVICE to Per session.
      ​

  5. Enable the following Permissions | Transactions at Full level except:

    1. Item Receipt: set to Edit.

  6. Enable the following Permissions | Reports:

    1. Accounts Payable: set to View.

    2. SuiteAnalytics Workbook: set to Edit.
      ​

  7. Enable the following Permissions | Lists at Full level except:

    1. Contact-Subsidiary relationship: set to View.

    2. Currency: set to Edit.

    3. Customers: set to Edit.

    4. Documents and Files: set to Edit.

    5. Entity-Subsidiary relationship: set to View.
      ​

  8. Enable the following Permissions | Setup at Full level except:

    1. Custom HTML Layouts: set to View.
      ​

  9. Click Save.

3. Update the Confido Integration Role for BOM + Custom Segments

After the initial role setup, the following additional permissions need to be added. To add each, scroll to the bottom of the Confido Integration Role page, locate the relevant tab, and add the permission if it hasn't been added already.

  1. Navigate to the Confido Integration Role:

2. Add Bill of Materials (Lists tab)

  1. Scroll to the bottom of the Confido Integration Role page.

  2. Click the Lists tab.

  3. Add Bill of Materials with Level set to Full.

3. Add Custom Segments (Setup tab)

  1. Scroll to the bottom of the Confido Integration Role page.

  2. Click the Setup tab.

  3. Add Custom Segments with Level set to Full.

  1. Click Save to apply the updates.

Note: If either permission has already been added, no action is needed for that step.

4. Grant Access Within Each Custom Segment

In order for Confido to retrieve the actual custom segment values, you must also grant the Confido Integration Role access within each individual custom segment. You will need to repeat these steps for all product-relevant custom segments.

  1. Navigate to the custom segment in NetSuite.

  2. Click Edit.

  1. Click the Permissions tab.

  2. Add the Confido Integration Role.

  3. Set the access level to Full.

  4. For other levels, Edit or View is acceptable.

  5. Click Save.

Note: This must be completed for every product-relevant custom segment — not just once globally.

5. 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 add the newly created Confido role to an existing user navigate to Lists > Employees > Employees > Search and Search for the existing user. Once in their profile click Edit at the bottom of their screen. Navigate to the "Roles" tab and search "Confido Integration Role" Click "Add" and save.

To create a new user and add the Confido role, 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.

6. 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, scroll down and leave this tab open, take a screenshot or copy the Consumer Key / Client ID and Consumer Secret / Client Secret.

7. 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.

8. 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.

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