The following steps must be used when adding a new NetSuite connector. SmartConnect uses token authentication with user role restrictions on data access.

1. Retrieve NetSuite Account Id

1. Log into NetSuite.
2. Navigate to Setup > Company > Company Information.
3. Find the Account Id field and save this value for later.

2. Enable Required Integration Features

1. Log into NetSuite.
2. Navigate to Setup > Company > Enable Features. 
3. Click the Suite Cloud tab.
4. In the SuiteTalk (Web Services) section select the following.
   • SOAP WEB SERVICES
   • REST WEB SERVICES
5. In the Manage Authentication section select the following.
   • TOKEN-BASED AUTHENTICATION
6. Click Save. 

3. Create a NetSuite Integration record

Before adding a connector, we will need an integration record to link to our integration via a Consumer Key and Consumer Secret. It is recommended to create a unique integration record for each integration application used.

1. Log into NetSuite.
2. Navigate to Setup > Integrations > Manage Integrations > New. 
3. Enter a Name for the integration. 
4. Check the box for TOKEN-BASED AUTHENTICATION. 
5. Click Save. 

4. Create an Access Token

Before we can create an access token, we need to setup a role and assign the role to a user. 

Create/Edit Role

1. Log into NetSuite.
2. Navigate to Setup > User/Roles > Manage Roles. 
3. Click the New Role button or Edit an existing role if you have one setup that you would like to add token-based authentication to. 
4. You can setup the role as needed, but the following Permissions are required for SmartConnect.
   • Permissions > Reports
     • SuiteAnalytics Workbook
   • Permissions > Lists
     • Employees
     • Employee Record
   • Permissions > Setup
     • Custom Entity Fields
     • Custom Fields
     • Custom Record Types
     • REST Web Services
     • SOAP Web Services
     • User Access Tokens
5. Click Save.

Assign Role to User

1. Navigate to List > Employees > Employees.
2. Click Edit on desired user.
3. Click on the Access tab, then the Roles sub tab. 
4. Assign the Role created/updated previously

Generate Access Token for User

1. Navigating to Setup > Users/Roles > Access Tokens > New.
2. Choose the APPLICATION NAME that was created in Step 3.
3. Select the USER we assigned the role to, and choose the ROLE. 
4. Click Save.

5. Setup a NetSuite connector in SmartConnect.com

1. Log into SmartConnect.
2. Navigate to Connections > Create Connection > NetSuite.
3. Provide a Description.
4. Enter the Account Id from Step 1.
5. Enter the Token and Token Secret from Step 4.
6. Enter the Consumer Key and Consumer Secret from Step 3.
7. Check the box for Use Data Center Urls.

This connector can now be used for sources and destinations in SmartConnect.com.

6. Refreshing Metadata

The NetSuite connector caches the metadata of your NetSuite environment. If you are not seeing a NetSuite record or field that you recently added or have recently edited the security role linked to the token, you will need to refresh the appropriate metadata.

1. Open the NetSuite Connection.
2. Click the Refresh button for the appropriate API.
3. You can review the status of the metadata refresh on the Audit tab of the connector.

Refresh NetSuite SOAP MetaData

This metadata is used for the below functions:

• NetSuite Bulk Query Data Sources
• NetSuite Real-Time Data Sources
• NetSuite Destinations
  • List Lookup
  • Reference Lookup
  • Multi Lookup

Refresh NetSuite REST MetaData

This metadata is used for the below functions:

• NetSuite SuiteQL Query Data Sources
• NetSuite RESTlet Data Sources
• NetSuite REST Destinations
  • SuiteQL Lookup