Connect Netsuite to SaaSGrid

NetSuite is cloud computing company dedicated to delivering business applications over the internet. SaaSGrid offers Netsuite as a Data Source integration.

Credentials Setup

To connect your Netsuite account, you will need:

1. Your Account ID

2. A Consumer Key/Secret pair

3. A Token ID/Secret pair

Step 1 - Get your Account ID

• Login to Netsuite, and go to Setup > Company > Company Information.

• On the Company Information page, you will see the ACCOUNT ID label on the right side. Save the number, ignoring any trailing values (e.g. _SB1).

Step 2 - Create a new Consumer Key/Secret pair

• Head to Setup > Integrations > Manage Integrations

• Create a new role with the following parameters:

  1. Choose a name for your integration.

  2. Check the Token-Based Authentication and TBA: ISSUETOKEN ENDPOINT options

  3. Uncheck the TBA: AUTHORIZATION FLOW and AUTHORIZATION CODE GRANT options

• Once you press save, 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.

Step 3 - Create a new role

• In your Netsuite instance, navigate to Setup > Users/Roles > Manage Roles

• Create a New role with the following permissions:

Full Access

• Setup 

  • User Access Token

  • SOAP Web Services

  • Log in using Access Tokens

  • Integration Application

  • REST Web Services

  • Access Token Management

View-Only Access

• Setup:

  • Manage Accounting Periods 

  • Custom Fields 

• Transactions:

  • Bills

  • Charge

  • Check

  • Credit Memo

  • Currency Revaluation

  • Customer Payment

  • Customer Refund

  • Invoice

  • Make Journal Entry

  • Find Transaction

  • Item Receipt

  • Posting Period on Transactions

  • Revenue Arrangement

  • Sales Order

  • Vendor Payment Status

• Reports:

  • Expenses

  • General Ledger

  • Financial Statements

  • Income

  • Purchases

  • SuiteAnalytics Workbook

  • Transaction Detail

  • Sales Order Reports

  • Revenue Recognition Reports

• Lists:

  • Accounts

  • Classes

  • Companies

  • Contacts

  • Currency

  • Customers

  • Departments

  • Employees

  • Items

  • Locations

  • Perform Search

  • Price Books

  • Price Plans

  • Related Items

  • Revenue Elements

  • Subscription

  • Subscription Plan

  • Subsidiaries

  • Vendors

Additional scopes:

You will also need to configure Lists, Reports, and Transactions permissions, depending on your integration scope. Always feel free to reach out to us if you need guidance here.

• Once configured, press Save.

Step 4 - Assign the role to a user

• This can be a new or existing user. To create a new user, head to Lists > Employees > Employees > New. To use an existing user, head to Lists > Employees > Employees > Search and open the user. Once you have opened the relevant user, select Edit.

• Scroll down to the Access > Roles tab, and add our newly created Integration Role to the list.

• Click Save.

Step 5 - Generate the Access Token Key/Secret Pair

• Head to Setup > Users/Roles > Access Tokens > New

• On the Access Token page, select the Integration Record (Application Name), User, and Role we just set up.

• Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page. Save those values.

Step 6 - Enter those values into SaaSGrid

• Navigate to Organization Data > Linked Accounts in SaaSGrid.

• Navigate to the Linked Accounts tab and click +Add next to the NetSuite tile in the Link a New Account section. You can follow this flow even if you have an existing HubSpot account linked and want to authorize a new account.

• Name your Account and click Create. We recommend adding a descriptive name to help identify what NetSuite account you are connecting.

  

• Add the Account ID from Step 1, Consumer Key / Secret from Step 2 and Token Key / Secret from Step. Click Submit.

  

From there, you should be all set up with your Netsuite Linked Account!