Netsuite Integration - Bundle Approach

Overview

To authenticate NetSuite, you will need to provide the following information:

Consumer Key
Consumer Secret
Token ID
Token Secret

This guide will walk you through finding or creating those credentials within NetSuite.

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

You have Administrator permissions in your company's NetSuite instance, or someone has shared their access with you.

Instructions

Finding your NetSuite Account ID

Step 1. Log into your NetSuite portal

Step 2. Copy the subdomain of the URL at the top of your browser and enter it within the linking flow

Your NetSuite Account ID is the combination of letters or numbers before "app.netsuite.com"
For example, if your URL is "https://7600508.app.netsuite.com/app/center/card.nl?sc=-29&whence=", the value to input within the linking flow is 7600508

Enable web services and token-based authentication

Step 1. In your NetSuite account, go to Setup > Company > Enable Features or search Enable Features in the search bar

Step 2. Under SuiteCloud, check the boxes next to SOAP WEB SERVICES and REST WEB SERVICES

Step 3. Also, under SuiteCloud, ensure the box next to TOKEN-BASED AUTHENTICATION is checked.

Import the setup bundle to create a role

Step 1. In your NetSuite account, navigate to Customization > SuiteBundler > Search & Install Bundles or search Search & Install Bundles in the search bar

Step 2. Search for and select one of the Merge Permissions Bundles

Note that there are two available bundles. The Merge Read-only Permissions Bundle will allow for-read-only access, and the Merge Full Permissions Bundle will allow for read-and-write access.

Step 3. Select the Bundle that fits your use case and click Install

Step 4. The bundle will begin installing. It may take up to 5 minutes to install and you may be re-routed to the Installed Bundles page when the installation is complete.

The bundle creates a role that can authenticate to NetSuite's API. For a full list of the role's permissions, see this article. The permissions may be updated, or a separate Role may be used, but doing so could result in permission issues.

Assign a user to the role

Step 1. Navigate to Setup > Users/Roles > Manage Users or search Manage Users in the search bar

Step 2. In the Manage Users page, either select a user to assign the Role to or create a new user

Most users use an existing user (often yourself) so that an additional NetSuite seat is not consumed
However, to create a new user, go to Lists > Employees > Employees > New. Create the user and grant them NetSuite access by going to the Access tab in the Employee record and select 'Give Access'

Step 3. In the user's employee record, click Edit and go to the Access tab. In your Access tab, go to Roles and select the Role you imported through the Import Bundle process in the section - Import the setup bundle to create a role.

Step 4. Click Save to apply these changes

Create an integration to obtain your Consumer Key and Secret

Step 1. Once the user and the role are set up, navigate to Setup > Integration > Manage Integrations > New

Step 2. Create an integration with the below details:

Any value can be populated in the NAME field
The CONCURRENCY LIMIT should be left unpopulated
Ensure the REST WEB SERVICES box is checked under SCOPE
The TOKEN-BASED AUTHENTICATION and TBA AUTHORIZATION FLOW boxes should be checked
Fill in the CALLBACK URL and REDIRECT URI with a value of https://app.merge.dev/oauth/callback

Step 3. Once the integration is saved, you will receive a Consumer Key and Consumer Secret (at the bottom of the confirmation screen). This will only be shown once, so keep them secure.

Create an access token to obtain your Token ID and Secret

Step 1. In your Setup tab, go to Users/Roles, Access Tokens, > New or search New Access Token in the search bar to begin creating a New Access Token

Step 2. Ensure the below details are selected and click Save

Application Name: Name of the Integration created in section - Create an integration to obtain your Consumer Key and Secret
User: User that the Role was added to under section - Assign a user to the role
Role: The imported role (either Merge Full Permissions or Merge Read-only Permissions)

Step 3. Copy the Token ID and Token Secret and store them safely. They will only be shown once

Enter credentials in the linking flow

Consumer Key: Confirmation screen after creating the integration (section - Create an integration to obtain your Consumer Key and Secret)
Consumer Secret: Confirmation screen after creating the integration (section - Create an integration to obtain your Consumer Key and Secret)
Token ID: Confirmation screen after creating your Access Token (section - Create an access token to obtain your Token ID and Secret)
Token Secret: Confirmation screen after creating your Access Token (section - Create an access token to obtain your Token ID and Secret)