Firstly log in to your NetSuite account.
Create An Integration
- From the top navigation bar go to Setup > Integration > Manage Integrations > New
- Enter a name for the integration
- State should be Enabled
- From the Authentication section select Token-Based Authentication
- 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 the Account ID contains an underscore (_
), replace it with a dash (-
) when populating the field during Connector setup.
Enable Features
- From the top navigation bar go to Setup > Company > Enable Features
- Click the SuiteCloud subtab
- In the SuiteScript section check Client SuiteScript and Server SuiteScript
- In the SuiteTalk (Web Services) check REST Web Services
- In the Manage Authentication section check Token-Based Authentication
- 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.
- From the top navigation bar go to Setup > Users/Roles > Manage Roles > New
- Give the role a name
- For Authentication check Web Services Only Role
- From Permissions > Transactions add Find Transaction, Invoice and Sales Order. Each with Level: Full
- From Permissions > Reports add SuiteAnalytics Workbook
- From Permissions > Lists add any/all of the following: Accounts, Contacts, Currency, Customers, Employees, Phonecalls, Projects, Subsidiaries. Each with Level: Full
- From Permissions > Setup add Access Token Management, User Access Tokens and REST Web Services. Each with Level: Full
- Scroll to the bottom of the page and click Save
Assign Role To User
- From the top navigation bar go to Setup > Users/Roles > Manage Users
- Select the user who should be assigned the role
- From the user’s profile page navigate to Access > Roles
- Add the role created above
- Scroll to the bottom of the page and click Save
Create An Access Token
- From the top navigation bar go to Setup > Users/Roles > Access Tokens > New
- Enter the Application Name (previously created integration), User and Role
- Give the token a name and click Save
Make a note of the Token ID and Token Secret.
Cyclr Connector Installation
When installing an Oracle NetSuite (SuiteTalk REST Web Services) Connector, the following values are used:
- Locate the Oracle NetSuite – SuiteTalk REST Web Services connectorCyclr Console > Connectors > Connector Library > Oracle NetSuite – SuiteTalk REST Web Services
- From the Edit Connector interface click ‘Setup’
- Enter the credentials retrieved in the above steps
- 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”:
- Go to Setup > Users/Roles > User Management > View Login Audit Trail
- Check the Use Advanced Search box
- Click the Results subtab
- Add the following fields: Detail, Token-based Access Token Name, and Token-based Application Name
- Click Submit
The Detail column displays error messages for any token-based authentication logins with a status of Failure.