Step One: Finding your NetSuite Account ID
1.) Log into your NetSuite portal.
2.) Copy the subdomain of the URL at the top of your browser and enter it within Merge Link.
Your NetSuite Account ID is the combination of letters or numbers before "app.netsuite.com"
For example, if your URL is "https://7600508.app.netsuite.com/app/center/card.nl?sc=-29&whence=", the value to input within Merge Link is 7600508
Step Two: Enable Web Services
If you have not yet enabled REST and SOAP Web Services:
1.) In your Netsuite account, go to Setup > Company > Enable Features.
You must be an Administrator of your Netsuite account to see this option.
2.) Under SuiteCloud, check the boxes next to SOAP WEB SERVICES and REST WEB SERVICES.
Step Three: Setup a Role with All Transactions and Setup Permissions
**If you know that you already have a user role with access to all transactions (all setup permissions below must be selected with a full access), you can skip these steps. To check, go to Setup, Users/Roles, Manage Roles, and search through your user roles.
1.) In your Netsuite account, go to Setup > Users/Roles > Manage Roles, and click the New option.
You must be an Administrator of your Netsuite account to see this option.
2.) If you have a Multi Subsidiary NetSuite application, ensure the Role has access to All Subsidiaries and has the Allow Cross-Subsidiary Record Viewing box checked.
3.) Add each of the below permissions to the Role:
In Transactions, add each of the below permissions:
TRANSACTIONS PERMISSION | LEVEL |
Audit Trail | View |
Bill Purchase Orders | Full |
Bills | Full |
Cash Sale | Full |
Cash Sale Refund | Full |
Check** | Full |
Credit Card | Full |
Credit Card Refund | Full |
Credit Memo | Full |
Credit Returns | Full |
Currency Revaluation | View |
Customer Deposit | Full |
Customer Payment | Full |
Customer Refund | Full |
Deposit | Full |
Deposit Application | Full |
Enter Opening Balances | Full |
Enter Vendor Credits | Full |
Estimate | Full |
Expense Report | Full |
Finance Charge | Full |
Find Transaction | Full |
Invoice | Full |
Invoice Approval | Full |
Invoice Sales Orders | Full |
Item Fulfillment | Full |
Item Receipt | Full |
Make Journal Entry | Full |
Pay Bills | Full |
Pay Sales Tax | Full |
Post Vendor Bill Variances | Full |
Posting Period on Transactions | Full |
Purchase Order | Full |
Receive Order | Full |
Receive Returns | Full |
Reconcile | Edit |
Refund Returns | Full |
Return Auth. Approval | Full |
Return Authorization | Full |
Sales Order | Full |
Sales Order Approval | Full |
Statement Charge | Full |
System Journal | Full |
Transfer Funds | Full |
Vendor Bill Approval | Full |
Vendor Payment Approval | Full |
Vendor Return Auth. Approval | Full |
Vendor Return Authorization | Full |
Vendor Returns | Full |
View Payment Events | Full |
In Setup, add each of the below permissions:
SETUP PERMISSIONS | LEVEL |
Accounting Lists | Full |
Custom Record Types | View |
Custom Segments | Full |
Deleted Records | Full |
Log in using Access Tokens | Full |
Manage Accounting Periods | View |
Other Lists | Full |
REST Web Services | Full |
SOAP Web Services | Full |
In Lists, add each of the below permissions:
LISTS PERMISSIONS | LEVEL |
Accounts | Full |
Address List in Search | Full |
Classes | Full |
Companies | Full |
Contacts | Full |
Currency | Full |
Custom Record Entries | Full |
Customers | Full |
Departments | Full |
Items | Full |
Locations | Full |
Perform Search | Full |
Subsidiaries | Full |
Tax Records | Full |
Vendors | Full |
In Reports, add each of the below permissions:
REPORTS PERMISSIONS | LEVEL |
SuiteAnalytics Workbook | Edit |
** Considerations:
"Check" may be renamed to "Cheque" depending on your NetSuite environment.
If you have renamed any records through Setup > Company > Rename Records/Transactions (i.e. renamed "Class" to "Business Unit") the permission names may be different.
If you have custom transactions or record types that you want to sync, you may need to add each record under the "Custom Record" section.
4.) Save the Role.
Step Four: Assign User to Token-based Authentication Role
1.) Navigate to Setup > Users/Roles > Manage Users.
2.) In Manage Users, either select a user to assign the Role to or create a new user.
To create a new user, 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 just created with all the correct transactions and setup permissions.
4.) Click Save to apply these changes.
Step Five: Create an integration to obtain your Consumer Key and Secret
1.) Once the user and the role are set up, navigate to Setup > Integration > Manage Integrations > New.
2.) Create the integration. Select the boxes selected below.
NOTE:
Ideally, the CONCURRENCY LIMIT should be set to null. If a value must be specified, the minimum value set should be 3. If neither is an option, the highest possible concurrency limit should be used.
Ensure the REST WEB SERVICES box is checked under SCOPE
Fill in the TBA AUTHORIZATION FLOW and REDIRECT URI with a value of https://app.merge.dev/oauth/callback
3.) Once the integration is saved, you will receive a Consumer Key and Consumer Secret (at the bottom of the confirmation screen). This will only be shown once, so keep them in a secure place!
Step Six: Creating an Access Token to Obtain your Token ID and Secret.
1.) In your Setup tab, go to Users/Roles, Access Tokens, and create a New one.
2.) Create a New Access Token.
The Application Name should be the name of the Integration created in the prior step.
The User should be the User the Role was added to in the prior steps.
The User Role should be the Role created/used in the prior steps.
3.) Copy these credentials and store them in a safe place. They will only be shown once!
Step Seven: Paste your Netsuite Consumer Key and Secret, and Token ID and Secret in Merge Link.
CONSUMER_KEY: Confirmation screen after creating the integration (Step Five)
CONSUMER_SECRET: Confirmation screen after creating the integration (Step Five)
TOKEN_ID: From confirmation screen after creating your Access Token (Step Six)
TOKEN_SECRET: From confirmation screen after creating your Access Token (Step Six)