NetSuite Integration Guide: Token-Based Authentication (TBA)

Tutorial to Integrate New Software to NetSuite 

This integration tutorial will involve 4 main steps: 

1. Step 1: Establishing a role.
2. Step 2: Creating an integration in NetSuite.
3. Step 3: Assigning the role to the integration.
4. Step 4: Creating an access token.

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Step 1: Establishing a role

Follow the step by step instructions and accompanying screenshots to setup the integration.

1. Open NetSuite.
2. Navigate to Setup > Users/Role > Manage Roles.
3. Create a New Role called “New Software Integration Role”. 
4. Select ALL under Accessible Subsidiaries. 
5. Navigate down the page the blue tab, called Permissions > Transactions.
6. Make sure that the following items are added and have “Full” access under LEVEL.
   1. Find Transaction
   2. Invoice
   3. Opportunity
   4. Sales Order 

6. Follow the screenshot below for Reports.

7. Add the following items in Lists.

8. Once you've completed the Setup items, we can move onto the integration.

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Step 2: Create an integration in NetSuite

1. Once the role is set up, navigate to Setup > Integration > Manage Integrations > New.
2. Create an integration "New Software Integration Role" to obtain the Consumer Key and Secret with the below details for the integration:
   1. You can have any value populated under the NAME field.
   2. The CONCURRENCY LIMIT should be left empty and unpopulated.
   3. The TOKEN-BASED AUTHENTICATION and TBA AUTHORIZATION FLOW boxes should be checked.​
3. Once the integration is saved, you will then receive a Consumer Key and Consumer Secret (at the bottom of the confirmation screen for your integration).
   1. This information will only be shown one time, so make sure to record them and keep them in a secure place.

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Step 3: Assign a user to the role

1. In the NetSuite menu navigate to roles Setup > Users/Roles > Manager Users.
2. In the roles records, scroll down and click Edit to go into the Access tab as seen below.
3. Add the the New Software Role to the User.

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Step 4: Create an access token to obtain your Token ID and Secret

1. In your Setup tab, go to Users/Roles > Access Tokens > New to begin creating a New Access Token.
2. Ensure the below details are selected and click Save.
   1. Application Name: Name of the Integration created
   2. User: User that the Role was added to.
   3. Role: The imported role (either Full Permissions or Read-only Permissions)

3. As you did in step 2, copy and save the Token ID and Token Secret and store or manage them in a safe place. They will only be shown to you one time.
   

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If you need help integrating NetSuite to your application please contact us via our homepage.

To see case studies of enterprises succeeding in complex contract management, recurring revenue management for subscription billing, and invoicing to NetSuite, read our success stories.