NetSuite Integration Setup

this document details the steps required to set up netsuite and nue to prepare for the following netsuite integration manage accounting with netsuite docid\ p 8wlndvej mch7yigrul collect payments with netsuite docid\ wjolvhq otzcxrqrepj8o docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup netsuite docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 permissions to configure netsuite and install the connector, you need administrator or a similar role with adequate permissions docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 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 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 create custom fields on the transaction line object in the object transaction line, we are using the following field to integrate with netsuite arm custcol nue term create custom fields jpg docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 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 rev rec map the fields menu jpg configure the following source record type transaction line source field ids custcol nue start date → start date ; custcol nue end date → end date rev rec map the fields jpg if these fields are already mapped, verify that the configuration correctly populates the values from nue setup the nue connector (netsuite bundle) the nue connector for netsuite enables seamless synchronization between nue and netsuite by introducing custom fields, mappings, and records designed to track and manage revenue lifecycle events these fields help users identify records created or updated through nue and maintain sync integrity across systems bundle fields the following fields are included in the nue connector bundle nue created from nue indicates if the record was created from nue this value will be true for all records originating in nue nue transaction # the unique transaction number associated with the record in nue nue sync status displays baseline sync information set when a record is created or activated for sales orders , this field updates automatically when change orders are applied nue sync last shows the timestamp of the last integration activity affecting the record typically corresponds to record creation time but updates when change orders modify the sales order in netsuite nue url link provides a direct link to the corresponding record in salesforce this field is populated only when the related record exists in salesforce nue transaction id stores the salesforce record id populated only when the record exists in salesforce field mappings the nue connector maps applicable fields to the following netsuite record types product customer sales order invoice credit memo return authorization payment customer refund installation instructions in netsuite, navigate to customization > suitebundler > search & install bundles in the search bar, enter “nue connector 2025” locate the bundle published by nue io click install to begin the installation once installation is complete, verify that the nue connector fields are visible on the applicable record types listed above manage updates to netsuite bundle when there are changes to the netsuite bundle for bug fixes, customers must update their netsuite bundle to receive the fix the script update is not automatically applied to existing environments this is done by locating the bundle in customization > suitebundler > search & install bundles and clicking "update" docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup nue permissions required the following permissions must be enabled in the user role integrations manage netsuite integration collections view payment application manage payment application system settings manage events and webhooks docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 setup netsuite connection please follow the steps below to setup connections to netsuite navigate to nue > settings (via the gear at the top right corner of the dashboard) in the search box, search for netsuite integration navigate to the netsuite integration setup page click on 'new integration' button, and then input your "environment" input an "integration name" click "save and next" setting up your integration use case upon clicking "save and next", you will be brought to the integration use case page if you leave it unchecked, it would mean that you are using the default netsuite integration solely for accounting (and collecting elsewhere) as detailed in this page manage accounting with netsuite docid\ p 8wlndvej mch7yigrul this ensures your invoices and payments make it from nue > netsuite if you check "payments and collections" it will enable the payments integration as explained on this page collect payments with netsuite this ensures that payments are synced from netsuite > nue if you check "revenue recognition" it will enable the revenue recognition integration as explained on this page recognize revenue with netsuite docid\ sl8sd iglch3cqdhoetpz inputting your netsuite configuration next, you will enter the main netsuite configuration page this page is where you setup the main configuration variables to connect to your netsuite instance click configure to launch the config wizard on the config wizard page create “api key based” authentication for nue please follow the steps documented 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 as detailed in manage accounting with netsuite docid\ p 8wlndvej mch7yigrul docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 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 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 account id login to netsuite navigate to setup → company → company information company information menu jpg copy your account id at the bottom of the right hand column consumer key and consumer secret company information jpg login to netsuite navigate to setup → integration → manage integrations → new integration menu jpg fill in the required details enable token based authentication and save the record integration tokens jpg 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 docid 13ffc055909e0975ab7a14e4bae04b80ca0edcb2 token id and token secret login to netsuite navigate to setup → users/roles → access tokens → new access token menu jpg on the access tokens page, click new access token and select the application name associated with the integration record you created earlier access tokens jpg 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