Before installing the Square – NetSuite integration app, you must enable specific features in NetSuite and set up the required permissions for the role that will run the integration. Complete these steps once before installation.
Enable required NetSuite features
The integrator.io bundle requires the following features to be active in your NetSuite account before installation.
- In NetSuite, go to Setup > Company > Enable Features.
- On the Company tab, under Data Management, select the File Cabinet checkbox.
- On the SuiteCloud tab, under SuiteBuilder, select the Custom Records checkbox.
- On the SuiteCloud tab, under SuiteScript, select the Client SuiteScript and Server SuiteScript checkboxes.
- Select Save.
Set up permissions for non-administrator roles
If the NetSuite user running the integration does not have an administrator role, you must assign the required permissions to their role before the integration can access NetSuite data. Skip this section if the integration will run under an administrator account.
- In NetSuite, go to Setup > Users/Roles > Manage Roles.
- Select the role you want to customize.
- Select Customize.
- On the Permissions tab, add the following permissions:
Transactions
| Permission | Level |
|---|---|
| Find Transaction | Full |
| Cash Sale | Full |
| Cash Sale Refund | Full |
Lists
| Permission | Level |
|---|---|
| Accounts | Full |
| Currency | Full |
| Custom Record Entries | Full |
| Customers | Full |
| Documents and Files | Full |
| Items | Full |
| Locations | Full |
| Bins | Full |
| Subsidiaries | Full |
| Tax Items | Full |
| Payment Methods | Full |
| Perform Search | Full |
Setup
| Permission | Level |
|---|---|
| Accounting Lists | View |
| Custom Body Fields | Full |
| Custom Fields | Full |
| Custom Item Fields | View |
| Custom Lists | Full |
| Custom Record Types | Full |
| Custom Transaction Fields | Full |
| Other Custom Fields | View |
| Other Lists | View |
| SuiteScript | Full |
| User Access Tokens | Full |
| Web Services | Full |
| Custom Address Form | View |
| Custom Column Fields | View |
| Custom Entity Fields | View |
| Custom Sublists | View |
| Custom Transaction Forms | View |
| Customer Status | Full |
| Deleted Records | Full |
| Integration Application | Full |
| Manage Users | Full |
| SuiteBundler Audit Trail | Full |
| SuiteScript Scheduling | Full |
| Update Prices | Full |
| View Login Audit Trail | Full |
| Workflow | Full |
- Select Save.
Verify your integrator.io bundle
After enabling the required features, verify that the integrator.io bundle (ID: 20038) is installed correctly in NetSuite.
- In NetSuite, go to Customization > SuiteBundler > Search & Install Bundles > List.
- Confirm that the integrator.io bundle appears in the installed bundles list.
Note: If you see an error in the bundle list, you may not have enabled all required features before the bundle was installed. Enable the missing features and contact Celigo Support with your NetSuite Account ID to have the bundle re-pushed to your account.
Next step
After preparing your NetSuite account, set up your NetSuite connection. See Set up your NetSuite connection.