NetSuite (Order Destination) - Gather API Credentials

To connect to the NetSuite API, the following credentials are required:

Follow these steps to configure NetSuite and generate the required credentials.

1: Create an Integration Record

The Integration Record identifies the application in NetSuite’s system. Follow these steps to create the required Integration Record.

  1. In NetSuite, go to the Integrations page, or perform a global search for page:integrations.
  2. Create an Integration Record if none exists.
  3. After you create the record, retain the displayed Consumer Key and Consumer Secret.
  4. If the Integration Record already exists, but it doesn't have a Consumer Key and Consumer Secret: edit the Integration Record, then click Reset Credentials, and set them to:
    • Name: Your-Application-Name
    • Authentication: Token-Based Authentication
    • State: Enabled

2: Enable Token Authentication

  1. In NetSuite, go to Setup > Company > Setup Tasks > Enable Features > SuiteCloud > Manage Authentication.
  2. Make sure Token Based Authentication is enabled.
  3. Click Save.

4: Create a Token Role

Create a token role, and assign it to the user who will be administering the NetSuite account.

If you do not create this role, you will get the error Login access has been disabled for this role when creating a token in a later step.

  1. In NetSuite, go to Setup > Users/Roles > Manage Roles.
  2. Click New Role.
  3. For the role NAME, enter DropStream Token Role.
  4. Click Permissions > Setup.
  5. Under Permissions, select the following permissions and Add them at the required Level.
    Type Permission Level Needed for
    • User Access Tokens: Full
    • Access Token Management: Full
    • SOAP Web Services: Full

4: Add Token Management Permissions

  1. In NetSuite, perform a global search for page:employees.
  2. Edit your employee record.
  3. Go to Access > Roles, and add the token auth role you just created.

5: Create Access Tokens

  1. Perform a global search for page:tokens.
  2. Click New Access Token.
  3. Select the application and role you created earlier, then click Save.
  4. Retain the Token ID and Token secret.

You can also view a video guide of the above steps:

6: Account ID

  1. In NetSuite Admin, click Setup > Integration > Web Service Preferences.
  2. Retain the Account ID displayed under the Account ID heading.

7: Grant permissions to the Token Role

  1. In NetSuite, go to Setup > Setup Manager.

NetSuite_Perms_UI_Setup-Manager.png

  1. On the left, click Users/Roles. Under User Management, click Manage Roles.
  2. Next to the Token role, click Edit.

NetSuite_Perms_UI_Manage-Roles.png

  1. Under Permissions, grant Full permission for the following Transactions and Lists
    (clicking ✓ Add after each one), if you will be using the associated transaction type:

Sales Orders

To enable Sales Orders transactions, grant Full permission to the Token Role for the following:

Transactions > Sales Order
Transactions > Item Fulfillment
Transactions > Fulfill Orders
Transactions > Find Transaction
Lists > Items
Lists > Locations
Lists > Customers

NetSuite_Perms_Sales-Orders.png

Purchase Orders

For Purchase Orders transactions, grant Full permission to the Token Role for the following permissions:

Transactions > Purchase Order
Transactions > Item Receipt
Transactions > Find Transaction
Lists > Items
Lists > Locations

NetSuite_Perms_Purchase-Orders.png


Next: Enable API Access

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.