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How to Migrate Your NetSuite Integration to Direct Authentication

For customers on NetSuite, this article outlines steps to migrate third-party integration to Direct Authentication

Written by Dom Kang

Confido now supports connecting directly to NetSuite. There's no change in functionality — this just changes how authentication is managed, and tends to improve reliability and reduce rate-limiting issues. Existing Merge connections are backward compatible and will continue to work, so migrating isn't required, but is strongly recommended when convenient.
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This guide assumes NetSuite is already connected to Confido with the Confido Integration Role and an integration user set up. If not, see How to Integrate with NetSuite first.
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1. Create a New Integration Record in NetSuite

Navigate to Setup → Integration → Manage Integrations → New.

Create a new integration record rather than editing your existing Merge-pointed one. This keeps your current Merge connection intact as a fallback until the new one is confirmed working.

  1. Set Name to Confido Direct Authentication.

  2. Set State to Enabled.
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  3. On the Authentication tab, under Token-based Authentication: check Token-Based Authentication, and leave TBA: Issuetoken Endpoint and TBA: Authorization Flow unchecked.
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  4. Under OAuth 2.0:

    1. Check Authorization Code Grant,

    2. Leave Public Client unchecked

    3. For Redirect URI enter https://app.confidotech.com

    4. Leave the Scope checkboxes (Restlets, REST Web Services, SuiteAnalytics Connect, NetSuite AI Connector Service) unchecked.
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  5. Leave Concurrency Limit blank. Max Concurrency Limit will default to a number — this is not something you need to configure.

  6. Click Save, scroll down, and copy the Consumer Key / Client ID and Consumer Secret / Client Secret immediately. These are only shown once — if you leave the page without copying them, you'll need to reset them to get new values. Treat them like a password: never share or send them by email.
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Note: Your existing Confido Integration Role does not need to change — you'll reuse it in the next step.

2. Create an Access Token

Navigate to Setup → Users/Roles → Access Tokens → New.

(screenshot: blank Access Token form)

  1. Set Application Name to the integration you created in Step 1 (Confido Direct Authentication).

  2. Set User and Role to the same user and Confido Integration Role you're already using — these don't need to change.

  3. Token Name will auto-populate based on the Application Name, User, and Role you selected — you can leave this as-is.

  4. Click Save. The Token ID and Token Secret are shown only once on the confirmation page — copy them immediately, since they can't be retrieved again afterward. Treat them like a password: never share or send them by email.
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3. Enter Your New Credentials into Confido

In Confido, navigate to Integrations → Business Systems.

  1. Find your NetSuite integration and click Configure.

  2. Under Direct NetSuite credentials, click Connect NetSuite directly.
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  3. Confirm your NetSuite Account ID (the first 7 digits of your NetSuite URL) — this should already be pre-filled.

  4. Enter the Consumer Key and Consumer Secret from Step 1.

  5. Enter the Token ID and Token Secret from Step 2.
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  6. Click Save. Confido validates these against NetSuite before saving — if something's off, you'll get an error rather than a silent failure. Once saved, these values can't be viewed again (only replaced), so double-check them before moving on.

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