How to enable NetSuite to support the integration?

Before setting up the integration, you'll need to configure NetSuite for the Token-Based Authentication (TBA) and provide the required permissions. These are the authentication details that will be generated for: Account ID, Consumer Key, Consumer Secret, Token ID, and Token Secret.

The following steps provide an overview of how to obtain these authentication details. Remember that these details may change based on NetSuite updates. We recommend that you consult your NetSuite administrator and read the token-based authentication documentation on NetSuite (this requires access to NetSuite).

1. 1. Enable the TBA and SOAP WS in your NetSuite account.
      • Go to Setup, then Company, Enable Features, Suite Cloud, and Manage Authentication, and then enable Token-Based Authentication.
      • On the same page, scroll up to the SuiteTalk (Web Services) section and then enable SOAP Web Services.
   2. Get your NetSuite Account ID.
      • In NetSuite, go to Setup, then Integration, and finally SOAP Web Service Preferences.
        IMPORTANT: The NetSuite account ID is character sensitive. Make sure you copy it correctly.
   3. Create a new custom role for the integration user.
      • Go to Setup, then Users/Roles, Manage roles and New.
      • In the Permissions sub-tab, grant the required permissions as defined in the article: Which permissions does the integration user/role need to have?
   4. Assign the role to the user who uses the integration.
      • Go to Lists, then Employees, Edit user, Access tab and then the Roles sub-tab.
   5. Create a new integration entry.
      • Go to Setup, then Integration, Manage Integrations and New. Name the integration.
      • Select State=Enabled and enable Token-Based Authentication.
      • On the confirmation screen, take a note of the Application ID, the Consumer Key, and the Consumer Secret.
      • IMPORTANT: The Consumer Key and Consumer Secret are displayed only once, be sure to save them before continuing.
   6. Create an Access Token.
      • Go to Setup, then Users/Roles, Access Tokens and New.
      • In Application name, select the integration entry created.
      • Select User and Role from the previous steps.
      • Select the integration entry, the user and the role from the previous steps.
      • On the confirmation screen, take a note of the Token ID and the Secret Token.
      • IMPORTANT: The Token Key and Token Secret are displayed only once, make sure to save them before continuing.