Before you connect to NetSuite

Kathyana Queeman

Updated October 31, 2024 16:20

Follow the steps below before connecting to NetSuite, installing SuiteApp or the NetSuite bundle, and managing your administrative permissions.

Enable required features

Enable the following features before you begin using NetSuite:

In NetSuite, go to Setup → Company → Enable Features.
In the Company tab, under the Data Management section, check the File Cabinet box.
In the SuiteCloud tab, under the
1. SuiteBuilder section, check the Custom Records box.
2. SuiteScript section, check the Client Suitescript and Server Suitescript boxes.
3. SuiteTalk (Web Services) section, check Soap Web Services and Rest Web Services boxes.
Next, go to Home → Set Preferences → General → Language.
Set your language to English to ensure you can install the integrator.io bundle.
Click Save.

Gather account information

To set up your NetSuite connection, you'll need to know your:

Account ID
Role ID
Token

Obtain your Account ID by navigating to Setup → Integration → SOAP Web Services Preferences → Account ID.

The Role ID is the NetSuite Internal ID of the Role associated with the Account ID (User). To obtain this value, you must first know the Account ID associated with the user you are using for this connection.

Once you know the Account ID, you can navigate to Setup → Users/Roles → Manage Roles → Internal ID. If you have NetSuite Internal IDs displayed automatically, they will appear in the list view. Otherwise, you can open the Role in view mode and look at the URL in the browser; the ID will also be listed there.

Note

To enable the visibility of internal IDs in NetSuite, go to Home → Set Preferences → General Tab → Set Defaults and select the Show Internal IDs checkbox.

Administrator access requirements

You can choose to set up the NetSuite connection with or without administrator access:

Note

The NetSuite 2018.1 release requires two-factor authentication (2FA) for the initial login of all users with the Administrator role and Full Access roles in newly provisioned accounts.

Set up the NetSuite connection with administrator access

You can choose to assign the Account ID (user) you provide when installing a Celigo connector with the administrator role in the Role ID field. The default internal ID for an administrator role in NetSuite is “3”.
Setup the NetSuite connection without administrator access

If you don't want to associate the administrator role with the Account ID you provide when installing a Celigo connector, ensure that the Role ID associated with the Account ID has the necessary permissions for the connector to access the required details from your NetSuite account.

Recommendation: When you use the same login for multiple Celigo connectors, the login's concurrency is shared by all the connections. As NetSuite allows you to make only ten concurrent RESTlet requests at a time per login, we recommend you use a separate NetSuite user login (email and password) for each connector for better throughputs.

Required NetSuite permissions

Below are the minimum permission requirements for creating a NetSuite connection and running an import or export. You will still need to set up permission requirements for non-administrator roles.

Establish connection

To establish a connection, navigate to Permission → Setup → User Access Tokens. Grant your user Full Access to create tokens (token ID, secret).

Batch exports or imports

To create a batch export or import, navigate to Permission → Lists → Document and files. Grant your user View Access so the Celigo platform can call NetSuite and execute scripts successfully.

Real-time exports

To create a real-time export, navigate to Permission → Lists → Custom Record Entries. Grant Full Access to create, write, update, and delete real-time records.

Blob exports and imports

To create a blob export or import, navigate to Permission → Lists → Documents and Files and SOAP Web Services. Grant Full Access to both.

Set up additional permissions for non-administrators roles in NetSuite

Each non-administrator can only access the NetSuite record types that their role permits. Not having adequate role permissions could lead to unwanted errors when executing the data flows. For the user with a non-administrator role to set up, run, and maintain integrations and connectors in the Celigo integrator.io platform, you need to provide controlled access using the Permissions option in NetSuite.

Click Setup → Users/Roles → Manage Roles to set up controlled access permissions in NetSuite. The Manage Roles page is displayed. Find the role for which you need to customize the permissions and click Customize. The Role page is displayed.

In the Permissions tab, ensure that the following permissions are enabled for the user:

Section	Permission	Level
Transaction
Transactions	Credit Memo	Full
Transactions	Find Transaction	Full
Transactions	Fulfill Orders	Full
Transactions	Invoice	Full
Transactions	Item Fulfillment	Full
Transactions	Sales Order	Full
Transactions	Sales Order Approval	Full
Transactions	Cash Sale	Full
Transactions	Cash Sale Refund	Full
Transactions	Customer Deposit	Full
Transactions	Customer Payment	Full
Transactions	Customer Refund	Full
Transactions	Deposit	Full
Transactions	Item Receipt	Full
Transactions	Receive Returns	Full
Transactions	Refund Returns	Full
Transactions	Return Auth. Approval	Full
Transactions	Return Authorization	Full
Lists
Lists	Accounts	Full
Lists	Currency	Full
Lists	Custom Record Entries	Full
Lists	Customers	Full
Lists	Documents and Files	Full
Lists	Items	Full
Lists	Locations	Full
Lists	Bins	Full
Lists	Contacts	Full
Lists	Departments	Full
Lists	Mass Updates	Full
Lists	Record Custom Field	Full
Lists	Subsidiaries	Full
Lists	Tax Items	Full
Lists	Payment Methods	Full
Lists	Shipping Items	Full
Lists	Perform Search	Full
Lists	Publish Search	Full
Setup
Setup	Accounting Lists	View
Setup	Custom Body Fields	Full
Setup	Custom Fields	Full
Setup	Custom Item Fields	View
Setup	Custom Lists	Full
Setup	Custom Record Types	Full
Setup	Custom Transaction Fields	Full
Setup	Other Custom Fields	View
Setup	Other Lists	View
Setup	SuiteScript	Full
Setup	User Access Tokens	Full
Setup	Web Services	Full
Setup	Custom Address Form	View
Setup	Custom Column Fields	View
Setup	Custom Entity Fields	View
Setup	Custom Sublists	View
Setup	Custom Transaction Forms	View
Setup	Customer Status	Full
Setup	Deleted Records	Full
Setup	Integration Application	Full
Setup	Manage Users	Full
Setup	SuiteBundler Audit Trail	Full
Setup	SuiteScript Scheduling	Full
Setup	Update Prices	Full
Setup	View Login Audit Trail	Full
Setup	Workflow	Full