Netsuite Lookup - How to find your Netsuite details?

When setting up "Lookup with Netsuite" in data action blocks, Nanonets requires the following Netsuite credentials to integrate with Netsuite

CONSUMER_KEY

CONSUMER_SECRET

TOKEN_ID

TOKEN_SECRET

ACCOUNT_ID

REALM

Prerequisites steps required on your Netsuite account 

Step 1: Go to ‘Enable Features’ option

Step 2: Select ‘Rest Web Services’ and ‘Token based authentication’ checkbox

Once the above check boxes are enabled, here's how you can generate the keys & tokens

Generating Consumer Key / Consumer Secret

Go to  Setup > Integration > Manage Integrations > New. Specify the integration details and follow these steps:

1. Under Authentication, select Token-based Authentication.
2. Click Save. The Client Credentials are displayed. Copy the Consumer Key/Client ID and Consumer Secret/Client Secret and save it in a document for your reference. You can not access this information once you exit this screen.

Note

You cannot retrieve the info once you navigate away from the page (you will have to repeat the steps again). So ensure you have copied the keys before proceeding.

Creating a New Role

Click Setup > Users/Roles > Manage Roles > New. Enter the role details and follow these steps:

1. Under Subsidiary Restrictions, select All for Accessible Subsidiaries.
2. Under Authentication, select Web Services Only Role.

    3. In the Permissions tab, select and grant Full permission for the following items:

Transactions

Lists

Setup

Note

• Level should be = ‘Full' for all privileges.

You can give permission for additional items based on your requirement, however, missing an item from the following could throw an error.

Once the privileges are created, click Save and proceed.

Assigning the Role to a User

It is recommended that you create a separate user for this purpose instead of assigning the role to an existing user. It helps with better tracking and auditing operations.

1. Click Lists > Employees > New.
2. Enter the employee details, and email address.
3. Click Access tab and select Give Access. You can either send a notification email with password URL or enable Manually Assign or Change Password and specify a password.
4. Under Roles, select the role that you created in Step 2 from the drop down list and click Add.
5. Under Global Permissions, select Access Token Management, SOAP Web Services, and Login using Access Token from the drop down list. Provide Full level permission for these items and click Add.

Creating an Access Token

1. Click Setup > Users/Roles > Access Tokens > New.
2. Select the Application name.
3. Select the User that you created in the previous step.
4. Select the role that you created in Step 3.25. Click Save. The Token ID / Secret are displayed. Copy the Token ID and Token Secret and save it in a document for your reference. You can not access this information once you exit this screen. It is advised that you save this information in a plain text editor.

Account ID

1. Click Setup > Company > Company Information >Copy the Account ID.

REALM

Same as Account ID