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
Access Payment Audit Log	Full
Audit Trail	Full
Automated Cash Application	Full
Bill Purchase Orders	Full
Bills	Full
Calculate Time	Full
Cash Sale	Full
Cash Sale Refund	Full
Check	Full
Credit Card	Full
Credit Card Refund	Full
Credit Memo	Full
Credit Returns	Full
Customer Deposit	Full
Customer Payment	Full
Customer Refund	Full
Deposit	Full
Deposit Application	Full
Edit Forecast	Full
Enter Opening Balances	Full
Enter Vendor Credits	Full
Estimate	Full
Expense Report	Full
Finance Charge	Full
Find Transaction	Full
Fulfill Orders	Full
Generate Price Lists	Full
Generate Statements	Full
Import Online Banking File	Full
Invoice	Full
Invoice Approval	Full
Invoice Sales Orders	Full
Item Fulfillment	Full
Item Receipt	Full
Make Journal Entry	Full
Matching Rules for Online Banking	Full
Opportunity	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
Set Up Budgets	Full
Statement Charge	Full
System Journal	Full
Timer	Full
Track Time	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 Gateway Asynchronous Notifications	Full
View Payment Events	Full

In Setup, add each of the below permissions:

SETUP PERMISSIONS	LEVEL
Accounting Lists	Full
Accounting Management	Full
Deleted Records	Full
Log in using Access Tokens	Full
Mobile Device Access	Full
Other Lists	Full
REST Web Services	Full
SOAP Web Services	Full

In Lists, add each of the below permissions:

LISTS PERMISSIONS	LEVEL
Accounts	Full
Classes	Full
Companies	Full
Contacts	Full
Currency	Full
Customers	Full
Departments	Full
Items	Full
Subsidiaries	Full
Tax Records	Full
Vendors	Full

In Reports, add each of the below permissions:

REPORTS PERMISSIONS	LEVEL
SuiteAnalytics Workbook	Edit

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)