Setting NetSuite Integration Record

There are a few steps that are needed before setting up the actual Integration record

Enabling required NetSuite feature

Make sure that all features are enabled by navigating to Setup > Company > Enable Features. Under the SuiteCloud subtab, find the Manage Authentication field group and enable the Token-Based Authentication and OAuth 2.0 features.

Set up a custom integration-specific role

  1. Navigate to Setup > Users/Roles > Manage Roles > New
  2. Give the role a descriptive name and ID, making it clear to other users what the role is used for.
  3. Set the necessary permissions, restrictions, and preferences needed for your Integration to properly function. 

Set up a custom Integration-specific Employee

  1. Navigate to Lists > Employees > Employees > New
  2. Give the Employee a descriptive name and ID, making it clear to other users what the Employee is used for.
  3. Under the Access subtab, assign the newly created Integration Role.

Integration Record creation

  1. Navigate to Setup> Integration > Manage Integrations > New
  2. Give a descriptive name, description and necessary details.
  3. Enable necessary features in Authentication tab

Upon save of the Integration record, NetSuite will generate the Consumer ID and Consumer Key values.

 NOTE: These will only be displayed once for security purposes.

Leave a comment

Your email address will not be published. Required fields are marked *