To authenticate NetSuite, the following credentials are required:

  • Consumer Key
  • Consumer Secret
  • Token ID
  • Token Secret

This guide will demonstrate how to locate or generate these credentials within NetSuite.

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Pre-requisites

Before setting up the integration, make sure you meet the following requirements:

  • You possess Administrator permissions in your company’s NetSuite instance or have access permissions shared with you by another user.

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Install the Bundle

1

First Step

In your NetSuite account, navigate to Customization > SuiteBundler > Search & Install Bundles > List or search for Search & Install Bundles in the Search bar. Untitled

2

Second Step

Search for the RootFi Bundle or bundle ID 489902 using the Keyword box. Untitled
3

Third Step

Select the bundle and click Install. Untitled
4

Fourth Step

The bundle will begin installing and you maybe directed to the Installed Bundles page. It may take up to 5 minutes to install. Untitled

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Create a new integration to generate the Consumer Key and Consumer Secret

1

First Step

Navigate to Setup > Integration > Manage Integrations > New to create a new integration. Untitled

2

Second Step

Create an integration with the below details:

  • Any value can be populated in the NAME field
  • The CONCURRENCY LIMIT should be left unpopulated
  • Ensure the REST WEB SERVICES box is checked under SCOPE
  • The TOKEN-BASED AUTHENTICATION and TBA AUTHORIZATION FLOW boxes should be checked
  • Fill in the CALLBACK URL and REDIRECT URI with a value of [ROOTFI CALLBACK URL](ROOTFI CALLBACK URL)

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3

Third Step

Save the integration to generate the Consumer Key and Consumer Secret. This will only be shown once, so store them in a secure place. consumer key and consumer secret screenshot.png

4

Fourth Step

The bundle will begin installing and you maybe directed to the Installed Bundles page. It may take up to 5 minutes to install. Untitled

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Assign a user to the role

1

First Step

Navigate to Setup > Users/Roles > Manage Users or search Manage Users in the Search bar. Untitled

2

Second Step

In the Manage Users page, either select a user to assign the Role to.

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3

Third Step

In the user’s employee record, click Edit and go to the Access tab. In your Access tab, go to Roles and select RootFi Role Permission.

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Create an access token to get your Token ID and Secret

1

First Step

In your Setup tab, go to User Roles > Access Tokens > New or search New Access Token in the search bar to begin creating a New Access Token.

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2

Second Step

Select the Application Name (name of the integration you created in Step 2), User and Role (RootFi Role Permission) and click Save to generate a new access token.

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3

Third Step

Copy the Token ID and Token Secret provided. This will only be shown once, so store them in a secure place.

token id and token secret screenshot.png

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Finding your NetSuite Account ID

1

First Step

Log into your NetSuite portal
2

Second Step

Copy the subdomain of the URL at the top of your browser and enter it within the Connect Link. In the below screenshot it is 8635772-sb1. Screenshot 2024-04-19 at 2.53.59 PM.png

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Enter credentials in the Connect flow

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  • Consumer Key: Confirmation screen after creating the integration (Step 2)
  • Consumer Secret: Confirmation screen after creating the integration (Step 2)
  • Token ID: Confirmation screen after creating your Access Token (Step 3)
  • Token Secret: Confirmation screen after creating your Access Token (Step 3)