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NetSuite Integration Setup

This document details the steps required to set up NetSuite and Nue to prepare for the following NetSuite integration:

NetSuite ARM Connector

Setup NetSuite

Permissions

To configure NetSuite and install the connector, you need Administrator or a similar role with adequate permissions.

Enable Required Features

Ensure that Token-Based Authentication and SuiteAnalytics are enabled:

Navigate to Setup > Company > Enable Features.
On the SuiteCloud tab, check Token-Based Authentication.
On the Analytics tab, check SuiteAnalytics Workbook.

Create Custom Fields on the Transaction Line Object

In the Object Transaction Line, we are using the following fields to integrate with NetSuite ARM:

custcol_nue_transactionlineid
custcol_nue_term
custcol_nue_start_date
custcol_nue_end_date

Revenue Fields Mapping for Revenue Recognition

To automate revenue plans in NetSuite ARM, follow the steps below to setup the field mapping:

Login to NetSuite
Navigate to Setup → Accounting → Revenue Field Mapping → New

Configure the following:
- Source Record Type: Transaction Line
- Source Field IDs: custcol_nue_start_date → Start Date; custcol_nue_end_date → End Date

If these fields are already mapped, verify that the configuration correctly populates the values from Nue.

Setup Nue

Permissions

The following permissions must be enabled in the user role:

Integrations
- Manage NetSuite Integration
Collections
- View Payment Application
- Manage Payment Application

Setup NetSuite Connection

Next, follow these steps to set up the NetSuite Connector in Nue:

Go to System Settings.
Search for NetSuite Integration.
Click Configure to launch the Config-Wizard.
On the Config-Wizard page:
- Create “API Key-based” authentication for Nue. Please follow the steps documented here to retrieve your Nue API Key. We recommend creating a dedicated API Key for the NetSuite Connector.
- Set up “Token-Based” authentications for NetSuite. This requires configuring both REST and SOAP connectors separately. Please follow the steps in the section below to retrieve NetSuite Credentials.
Complete the remaining settings and click Finish to finalize the configuration.

Retrieve NetSuite Credentials

Nue integrates with NetSuite using Token-Based Authentication. You will need the following credentials to complete the setup:

Account ID
Consumer key and Consumer Secret
Token ID and Token Secret

Account ID

Login to NetSuite
Navigate to Setup → Company → Company Information

Copy your Account ID at the bottom of the right-hand column.

Consumer Key and Consumer Secret

Login to NetSuite
Navigate to Setup → Integration → Manage Integrations → New

Fill in the required details.
Enable Token-Based Authentication and save the record.

Copy the Consumer Key and Consumer Secret from the confirmation page.

CAUTION

Note that this information will only be displayed once, so please ensure it is saved elsewhere in a secure place for future setup/requirements.

Token ID and Token secret

Login to NetSuite
Navigate to Setup → Users/Roles → Access Tokens → New

On the Access Tokens page, click New Access Token and select the Application Name associated with the integration record you created earlier

The Token Name is pre-filled by default as a combination of the Application Name, User, and Role. After completing the setup, the Token ID and Token Secret will be displayed.

CAUTION

Note that this information will only be displayed once, so please ensure it is saved elsewhere in a secure place for future setup/requirements.