Setting up NetSuite requires a number of steps, some of which require that you have specific permissions in NetSuite. If you have questions or get stuck, please fill free to contact us. We are happy to set up a time to get you up and running with NetSuite.
In NetSuite, navigate to Setup > Company > Enable Features, then click the SuiteCloud subtab. Scroll to the SuiteTalk (Web Services) section and enable REST Web Services. To use the feature, you must accept the SuiteCloud Terms of Service.
Enable the feature at Setup > Company > Enable Features. Navigate to the Analytics subtab and enable SuiteAnalytics Workbook.
The user account you intend to use to set up the integration will require the following permissions:
- REST Web Services
- Log in using Access Tokens
- SuiteAnalytics Workbook
- You will also need the ability to create and manage roles.
Your permissions vary based on which role you are assigned. You can edit roles in Setup > Users/Roles > User Management > Manage Roles. Ensure your user is assigned a role with the aforementioned permissions in order to complete the setup.
There are two different sets of permissions you will need:
- The permissions mentioned above are to set up your integration.
- Later when creating a token, you will need to assign a user with a role that has the necessary permissions to access records (e.g. customers, vendors, payments, invoices, bills, etc.)
These can be the same or different roles. They can be assigned to one or many users.
There are multiple options for configuring a role in NetSuite. Please choose the best one for your account:
Once you have created the role, you can continue this guide from here.
The Account ID can be found in the URL when you are logged into the NetSuite dashboard in your browser. It will look something like the following:
The Account ID precedes
.app.netsuite.com, which in this case is
123456. Note that your ID may include a hyphen and letters such as
-sb1 (representing "Sandbox 1"). Be sure to include the entire ID as it appears in the URL, including any letters, numbers, and hyphens.
Save the Account ID for a later step.
At the last step of creating an Integration record, save the consumer key and consumer secret. They will not be shown again once you navigate away from the page.
Save the Consumer Secret and Consumer Key for a later step.
You will use the integration record you created along with a user who has access to the
Modern Treasury Role.
Save the Token ID and Token Secret for a later step.
In your settings in the Modern Treasury dashboard, choose to connect NetSuite. You will be prompted to enter the values we generated in the previous steps:
- Account ID
- Consumer Key
- Consumer Secret
- Token ID
- Token Secret
Modern Treasury offers a number of options for the NetSuite integration. From auto vs. manual syncing to default accounts and subsidiaries, you can customize the NetSuite integration to your needs.
And that's it! Now NetSuite should be connected and ready to sync.
Feel free to reach out to us should you need help getting connected.
Updated over 2 years ago