Overview

To authenticate NetSuite, you will need to provide the following information:

• Consumer Key

• Consumer Secret

• Token ID

• Token Secret

• Connectivity PlugIn ID

• Parser Plugin ID

This guide will walk you through finding or creating those credentials within NetSuite.

Prerequisites

Please ensure you have Administrator permissions in your company's NetSuite instance, or someone has shared their access with you.

Instructions

Step 1: Finding your NetSuite Account ID

1. Enter your NetSuite Account ID in the Linking flow

2. This is the combination of letters or numbers before "app.netsuite.com" of the URL

3. If your URL is "https://7600508.app.netsuite.com...", your NetSuite Account ID is 7600508

Step 2: Enable SuiteCloud features

1. Open the NetSuite Enable Features Page

2. Under SuiteCloud, check the following boxes then click save

   1. SOAP WEB SERVICES

   2. REST WEB SERVICES

   3. TOKEN-BASED AUTHENTICATION

Step 3: Install the NetSuite Permissions bundle

1. Install one of the Merge Full Permissions Bundle that allows for read and write access.

2. It may take up to 5 minutes to install and you may be re-routed to the Installed Bundles page when the installation is complete

Step 4: Assign a user to the role

1. Open Manage Users

2. Either select a user to assign the Role to or create a new user

   • Most users use an existing user (often yourself) so that an additional NetSuite seat is not consumed

   • To create a new user, however, go to Lists > Employees > Employees > New. Create the user and grant them NetSuite access by going to the Access tab in the Employee record and select 'Give Access'

3. In the user's employee record, click Edit and go to the Access tab. In your Access tab, go to Roles and select the Role you imported through the Import Bundle process in Step 3

   

4. Click Save to apply these changes

Step 5: Create an integration to obtain your Consumer Key and Secret

1. Navigate to Integration and create an integration with the following details

   • NAME: any value

   • CONCURRENCY LIMIT: leave blank

     • Suggested: As a part of this process, review your Integration Governance settings (navigate to Setup > Integration > Integration Governance) to understand your account’s available concurrency and how it is allocated across your integrations.

       1. If your settings show an Unallocated Concurrency Limit of less than three, we suggest reviewing other integrations to determine where your concurrency is allocated.

     • Again, we suggest leaving the allocated concurrency limit null. If you must allocate, a minimum of 3 is suggested.

   • CALLBACK URL: https://app.merge.dev/oauth/callback

   • REDIRECT URI: https://app.merge.dev/oauth/callback

   • Check the following boxes

     • REST WEB SERVICES

     • TOKEN-BASED AUTHENTICATION

     • TBA AUTHORIZATION FLOW

     

2. Once you click save, Copy the Consumer Key and Consumer Secret and store them in a safe place. They will only be shown once and you will need to enter it in Step 7.

   

Step 6: Create an access token to obtain your Token ID and Secret

1. Navigate to Access Token

2. Ensure the below details are selected and click Save

   • Application Name: Name of the Integration created in Step 5

   • User: User that the Role was added to during Step 4

   • Role: The imported role (Merge Full Permissions or Merge Read-only Permissions)
     ​

     

3. Copy the Token ID and Token Secret and store them in a safe place. They will only be shown once and you will need to enter it in Step 7.

Step 7: Enter credentials in the linking flow

1. Consumer Key: Confirmation screen after creating the integration (Step 5)

2. Consumer Secret: Confirmation screen after creating the integration (Step 5)

3. Token ID: Confirmation screen after creating your Access Token (Step 6)

4. Token Secret: Confirmation screen after creating your Access Token (Step 6)

Step 8: Install the Automated Bank Feeds Bundle

1. Navigate to Search & Install Bundles

2. Search for Automated bank feeds in the search bar

   

3. Click in to the bundle and being the installing by selecting Install

4. Ensure the Automated bank feeds bundle shows up when you navigate to Installed Bundles

Step 9: Find your Bank Feed credentials

1. Navigate to Plug-In Implementations

2. Find the two rows with names Automated bank feeds finconn plugin and Automated bank feeds finpars plugin

3. Copy the Internal ID values of the two plugins into the linking flow

   1. Connectivity plugin ID: internal ID for Automated bank feeds finconn plugin

   2. Parser plugin ID: internal ID for Automated bank feeds finpars plugin