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Set up an automatic token-based auth connection to NetSuite

Stephen Brandt
Updated

Netsuite documentation: Authentication

One additional NetSuite authentication type is available: token-based (manual). However, if you are installing an integration app or adding a connection to one, you must establish your connection to NetSuite according the integration app’s instructions. For example, see Install Salesforce - NetSuite (IO).

A. Set up a NetSuite connection

Start establishing a connection to NetSuite in either of the following ways:

  • From the Resources menu, select Connections. Then, click + Create connection at the top right.
        – or –
  • While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination/lookup.

In the resulting Application list, select NetSuite.

The Create connection pane opens with required and advanced settings.

B. Describe your NetSuite connection

First, name your connection in the General settings:

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Application (required, non-editable): A reminder of the app you’re editing. 

C. Supply required NetSuite account information

At this point, you’re presented with options for providing NetSuite authentication.

TokenBasedAuthAutomatic.png

Authentication type (required): Select Token Based Auth (Automatic).

Note: Before you choose the authentication type as Token Based Auth (Automatic) in integrator.io, in NetSuite:
  • Enable the Token-based authentication feature
  • Create a copy of the Administrator or Celigo integrator.io Full Access Role w/o 2FA [Locked] roles. Go to Setup > Users/Roles > Manage roles; then click Customize corresponding to the role Celigo integrator.io Full Access Role w/o 2FA [Locked]; and save the role (clone) with a different name.

Account ID (required): Enter your account ID. Contact NetSuite support to obtain the ID if it’s not exposed in the following steps:

Note: Make sure you use underscore (_) instead of dash (-) while you enter your account ID. For example, 12345_SB1.

  1. Sign into your NetSuite account.
  2. Click Setup.
  3. Navigate to Company > Integration > SOAP web services preferences > Primary information.
  4. Copy Account ID.
NS.png

D. Edit advanced NetSuite settings

Before continuing, you have the opportunity to provide additional configuration information, if needed, for the NetSuite connection.

Link SuiteScript integrator (optional): This setting appears only when you edit a NetSuite connection. Prior to integrator.io, NetSuite integrations built by Celigo ran directly inside your NetSuite account via a managed bundle. If you are still running any of these older integrations, check this box to link integrator.io to your NetSuite account. 

Borrow concurrency from (optional): Select another connection from the list....

NOTE: Selecting another app changes form...

Concurrency level (optional): Up to 25 allowed....

WSDL version: New Web Services Description Language (WSDL) versions are available when creating or editing a NetSuite connection. A WSDL is simply an XML document describing the latest versions of a web service. By choosing a WSDL you are choosing to upgrade to a new or older version of NetSuite’s web services.

New WSDL.png

You can choose between versions 2023.1; 2020.2; and 2018.1. Versions 2018.1 and later support both manual and automatic token-based auth connections. Switching versions for an existing connection might have an impact on running flows, and we recommend reviewing NetSuite’s release notes prior to making a change. We recommend using the latest WSDL version.

E. Save and test the connection

Once you have configured the NetSuite connection, click Save & authorize. You will then be asked to sign into your NetSuite account to complete the connection.

If NetSuite authorizes your login, the new connection is now successfully added to your account in Online status. It will be applied to the current source or destination app, if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.

Read more about this connector: