NetSuite reporting connection

Setting up the connection

• Make sure you are logged in as an Administrator.
• Enable web services & token-based authentication.

Enabling web services & token-based authentication.

1. Go to Setup > Company > Enable Features.
2. Click SuiteCloud.
3. Under SuiteTalk, enable SOAP WEB SERVICES.
4. Under Manage Authentication, enable TOKEN-BASED AUTHENTICATION.
5. Scroll to the end or start of the page and click Save.

Creating an integration record (app) for Data Integration

1. Go to Setup > Integration > Manage Integrations > New.

2. Entet = your integration name such as Data Integration.

3. Make sure to enable TOKEN-BASED AUTHENTICATION (TBA).

4. Click Save. A consumer secret and key appears.

   Make sure to copy them (They appear only once).

Creating a role and permissions

Create a role for Data Integration and set permissions.

1. Go to Setup > Users/Roles > Manage Roles > New.
2. Enter your role name such as Data Integration.
3. Under Authentication, enable the WEB SERVICES ONLY ROLE option.

• You can view two options when setting permission for the role:

  1. Set the administrator role: Go the General tab > issue role > administrator. If you choose this option, continue to the "Create a user" section after setting the role (make sure to save the role).

  2. Set specific permission for the role: You can view list of minimum permissions you need to grant to the role to use Data Integration with Netsuite, In addition, you need to add specific permissions for each record you want to use Data Integration to extract. For example, Accounts, Invoice, and so on.

Permission	Level	Tab
SOAP Web Services	Full	Setup
Log in using Access Tokens	Full	Setup
User Access Tokens	Full	Setup
Custom Body Fields	View	Setup
Custom Fields	View	Setup
Custom Lists	View	Setup
Custom Record Types	View	Setup
Deleted Records	View	Setup
Perfrom Search	View	Lists

Adding permissions

1. Under the Permissions tab, find the sub-tab that corresponds to the entity you want to extract. For example, lists.
2. Find the record you want to add permission. For example, Accounts.
3. Set the level of permission for that record. For example, view.
4. Click Add. Keep going until all entities are added.
5. Click Save.

Creating a user and assign the role

Create a user and assign the role you created to the user. It is recommended to use "Data Integration" as the name of the user and the role.

1. Go to Lists > Employees > Employees > New.
2. Enter the name and the email address.
3. Click the Access sub-tab.
4. Select the checkboxes Give Access and Send Notification Email.
5. Select MANUALLY ASSIGN OR CHANGE PASSWORD.
6. Assign a password.
7. Select the Role that you need to assign. In this case. Data Integration and click Add.
8. Click Save to save the record.

Creating an access token for Data Integration

1. Under Setup > Users/Roles > Access Tokens > New.
2. Select the application (an integrated record) you have created.
3. Select the user you have created.
4. Select the role you have created for that user.
5. Enter a name for the access token or use the generated name.
6. Write the token id and secret, you will need them in the connection in Data Integration. (also they will only appear once).

Locate your account ID

1. From the main screen navigate to: Setup > Integration > Soap Web Services Preference.
2. Under Primary Information you will find your Account ID.

Creating a NetSuite reporting connection in Data Integration

Procedure

1. Navigate to your Data Integration console.
2. Click Connections. and select + New Connection.
3. Choose NetSuite Reporting.
4. Choose the Token tab.
5. Enter the Connection Name and connection details you have located/created to the corresponding fields:
   • Consumer Key
   • Consumer Secret
   • Token ID
   • Token Secret
   • Account ID - The located Account ID
6. Click Save and create the connection.
7. Click Test Connection to verify if the test is successful.
   If the test is successful, you are ready to work with NetSuite Reporting in Data Integration.