NetSuite Setup
Firstly log in to your NetSuite account.
Create An Integration
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From the top navigation bar go to Setup > Integration > Manage Integrations > New
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Enter a name for the integration
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State should be Enabled
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From the Authentication section select Token-Based Authentication
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Scroll down and click Save
Make a note of the Consumer Key and Consumer Secret.
Finding Your Account ID
- From the top navigation bar go to Setup > Company > Company Information
Note: if your Account ID contains an underscore, replace it with a dash when populating the field during connector setup.
Enable Features
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From the top navigation bar go to Setup > Company > Enable Features
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Click the SuiteCloud subtab
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In the SuiteScript section check Client SuiteScript and Server SuiteScript
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In the SuiteTalk (Web Services) check REST Web Services
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In the Manage Authentication section check Token-Based Authentication
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Scroll to the bottom of the page and click Save
Create A Role
If you haven’t done so already you will need to create a custom role which includes the appropriate permissions to make the desired API calls.
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From the top navigation bar go to Setup > Users/Roles > Manage Roles > New
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Give the role a name
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For Authentication check Web Services Only Role
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From Permissions > Transactions add Find Transaction, Invoice and Sales Order. Each with Level: Full
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From Permissions > Reports add SuiteAnalytics Workbook
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From Permissions > Lists add any/all of the following: Accounts, Contacts, Currency, Customers, Employees, Projects, Subsidiaries. Each with Level: Full
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From Permissions > Setup add Access Token Management, User Access Tokens and REST Web Services. Each with Level: Full
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Scroll to the bottom of the page and click Save
Assign Role To User
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From the top navigation bar go to Setup > Users/Roles > Manage Users
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Select the user who should be assigned the role
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From the user’s profile page navigate to Access > Roles
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Add the role created above
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Scroll to the bottom of the page and click Save
Create An Access Token
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From the top navigation bar go to Setup > Users/Roles > Access Tokens > New
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Enter the Application Name (previously created integration), User and Role
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Give the token a name and click Save
Make a note of the Token ID and Token Secret.
Connector Setup
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Locate the Oracle NetSuite - SuiteTalk REST Web Services connector
Cyclr Console > Connectors > Connector Library > Oracle NetSuite - SuiteTalk REST Web Services
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From the Edit Connector interface click ‘Setup’
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Enter the credentials retrieved in the above steps
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Click Next
The connector is now authenticated and ready to use.
Troubleshooting Authentication Errors
The authentication error messages returned by NetSuite do not always give a full description of the error’s details. To find more information you can view the “Login Audit Trail”:
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Go to Setup > Users/Roles > User Management > View Login Audit Trail
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Check the Use Advanced Search box
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Click the Results subtab
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Add the following fields: Detail, Token-based Access Token Name, and Token-based Application Name
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Click Submit
The Detail column displays error messages for any token-based authentication logins with a status of Failure.
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