NetSuite Integration

Enable NetSuite Metrics

Integrate NetSuite data into TargetBoard to track your accounting, inventory, CRM, and e-commerce metrics.

Before You Begin

Configure Web Services and Authentication Settings

1. Sign into your NetSuite account as an administrator.
2. Using the global search, type page: enable and click the Page: Enable Features result.
3. On the Enable Features page, click the SuiteCloud subtab.
4. Locate the SuiteTalk (Web Services) section.
5. Check the Web Services box.

Enable Token-Based Authentication

1. On the Enable Features page, locate the Manage Authentication section. This should be after the SuiteTalk section.
2. Check the Token-based Authentication box.
3. Scroll to the bottom of the page and click save.

Create an Integration Record

1. Using the global search, type page: integrations and click the Page: Manage Integrations result.
2. On the Integrations page, click the New button.
3. On the New Integration page, fill in the following fields:
   1. Name: Enter a name for the integration.
   2. State: Select Enabled.
4. In the Authentication tab, select the Token-based Authentication option.
5. Click the Save button. The confirmation page will display a Consumer key/secret section.
6. Copy the Consumer Key and Secret somewhere handy.

Create a NetSuite Role and Configure Permissions

1. Create a NetSuite role:
   1. Using the global search, type page: new role and click the Page: New Role result.
   2. On the Role page, enter a name for the role in the Name field.
   3. In the Authentication section, check the Web Services Only Role box.
2. Configure role permissions:
   1. Custom Body Fields.
   2. Custom Fields
   3. Custom Record Types.
   4. Deleted Records.
   5. SOAP Web Services.
   6. User Access Token.
3. Save the role.

Create a NetSuite User

1. Using the global search, type page: new employee and click the Page: New Employees result.
2. In the Employee page, fill in the Name, Email, and any other required fields.
3. Click the Access tab, located in the bottom half of the page.
4. In the Access tab:
   1. Check the Give Access box.
   2. Check the Manually assign or change password box to create a password for the Stitch user.
   3. Enter a password in the Password field, then again in the Confirm Password field.
   4. In the Roles section, search the dropdown menu to locate the role you created.
   5. Click Add once you’ve located the role.
5. When finished, click Save to create the user.

Create Access Tokens

1. Using the global search, type page: tokens and click the Page: Access Tokens result.
2. Click the New Access Token button.
3. On the Access Token page, fill in the following fields:
   1. Application Name: Select the integration record you created.
   2. User: Select the Stitch user you created.
   3. Role: Select the role you created.
   4. Token Name: Enter a name for the token.
4. Click the Save button. The confirmation page will display a Token ID and Secret - copy them.

Locate Your NetSuite Account ID

1. Using the global search, type page: web services and click the Page: Web Services Preferences result.
2. In the Primary Information section, locate the Account ID field.

Send to Customer Success

• NetSuite account ID.
• Consumer Key.
• Token ID.
• Consumer Secret.
• Token Secret.