NetSuite

Get started with the NetSuite source!

Obtain the Credentials

The NetSuite tap requires the following fields. Need help finding your credentials? Follow our guide below​.

Field Name

Description

Account ID

Your NetSuite Account ID

Consumer Key

Your NetSuite Consumer Key

Consumer Secret

Your NetSuite Consumer Secret

Token Key

Your NetSuite Token Key

Token Secret

Your NetSuite Token Secret

Enable the Source

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!

Configure your field mapping

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!

Create your NetSuite credentials

Get the Account ID

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

Get the Consumer Key/Secret Pair

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:

  1. choose a name for your integration

  2. check the Token-Based Authentication option

  3. check the "TBA: ISSUETOKEN ENDPOINT" option

  4. uncheck the "TBA: AUTHORIZATION FLOW" option

  5. 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

Get the Access Token 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

Edit Employee

Scroll down to the Access > Roles tab, and add our new Integration Role to the list

Add Integration Role to User

Press Save

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.


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