The NetSuite tap requires the following fields. Need help finding your credentials? Follow our guide below.
Your NetSuite Account ID
Your NetSuite Consumer Key
Your NetSuite Consumer Secret
Your NetSuite Token Key
Your NetSuite Token Secret
The first thing you need to do is choose the flow that you want to enable the NetSuite source in.
Once you are in the Sources tab of your flow, search NetSuite in the search bar. Once you do that, click Connect for the NetSuite source.
Now you should put in the corresponding credentials. If you do not know how to get your credentials, you can learn how to here. Once you are done putting in the credentials, click the Save & Continue button.
You have now linked your NetSuite source!
To configure your field mapping, click on the NetSuite source in your flow.
On your sources page, go ahead and click the NetSuite source.
You will now be on the Configuration page of the NetSuite source. Go ahead and click the icon corresponding with the Customize field map section.
You will now be on the NetSuite Field Map page. On this page, you will decide what you want to pull into your product from NetSuite. In this case, I will choose the Invoices field by selecting the gear icon corresponding to Invoices.
This is where you will see the specific objects you can pull for any field. In this case I selected a few of the objects in the Available column on the left side of the Field Editor and am going to use the arrow in the middle to push them to the Chosen column.
Once you are done selecting the objects you want, go ahead and click the Confirm button.
Once you are done configuring all the fields you want to pull, click the Save button in the bottom right corner and you will have saved the configuration of fields you want to pull from NetSuite!
To get your NetSuite Account ID, go to Setup > Company > Company Information
Setup > Company > Company Information
On the Company Information page, you will see the ACCOUNT ID label on the right side. Save the number, but leave off the trailing _SB1
NetSuite Company Information Page
For the example above, my Account ID is 555555
To create a Consumer Key/Secret Pair we will need to create an Integration Record
Head to Setup > Integrations > Manage Integrations
Setup > Integrations > Manage Integrations
Once you're on the Manage Integrations page, press New
Create new Integration Record
On the new integration record page:
choose a name for your integration
check the Token-Based Authentication option
check the "TBA: ISSUETOKEN ENDPOINT" option
uncheck the "TBA: AUTHORIZATION FLOW" option
uncheck the "AUTHORIZATION CODE GRANT" option
Configured Integration Record
Make sure your settings match the above, and press Save
Successfully created Integration Record
Now that your Integration Record is created, scroll down to find your Consumer Key/Secret Pair
Your Consumer Key/Secret Pair is only displayed once! Make sure to save it from this screen, or else you will have to generate a new key pair.
Integration Record Consumer Key/Secret Pair
The next step is to generate an Access Token Key/Secret Pair – to do this will need to create an Integration Role and assign it to a User.
Create the Role
Head to Setup > Users/Roles > Manage Roles > New
Setup > Users/Roles > Manage Roles > New
On the new role page choose a name for your integration role
Name the Integration Role
Now you can configure the minimum permissions:
Setup - User Access Token (Full)
Setup - SOAP Web Services (Full)
Setup - Log in using Access Tokens (Full)
Setup - Integration Application (Full)
Setup - REST Web Services (Full)
Setup - Access Token Management (Full)
Add minimum permissions to use the API
Add the permissions you need to access relevant data in the Transactions, Reports, and Lists sections. See a full list of available objects in the NetSuite docs
Permissions to access specific objects
Once you're ready, press Save
Assign the Role to a User
If you would like to create a new User for the Integration, head to Lists > Employees > Employees > New
Lists > Employees > Employees > New
Alternatively, if you already have a User you'd like to use ready, head to Lists > Employees > Employees > Search and open the user.
Lists > Employees > Employees > Search
Once you have opened the relevant user, and select Edit
Scroll down to the Access > Roles tab, and add our new Integration Role to the list
Add Integration Role to User
Generate the Access Token Key/Secret Pair
The final step is to generate the Access Token Key/Secret Pair for the User.
Head to Setup > Users/Roles > Access Tokens > New
Setup > Users/Roles > Access Tokens > New
On the Access Token page, select the Integration Record (Application Name), User, and Role we just setup
Access Token Page
Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page:
Access Token/Secret Pair
All done! You're ready to use NetSuite integration via hotglue.
Updated 6 months ago