This guide will walk you through the essential steps to set up and configure your NetSuite account for seamless integration via the NetSuite API. By following these instructions, you will enable necessary features, create roles, and manage tokens to ensure a smooth connection with the SOAP API through Ordermentum.
Table of Contents:
Initial Setup
Before integrating via the NetSuite API, certain features need to be enabled and created in your account. Ensure you are logged into the NetSuite portal with ADMIN privileges and are on the Dashboard page.
Enable SuiteCloud WebServices Feature
Navigate to Setup → Company → Enable Features from the Dashboard Menu.
Click on the SuiteCloud tab.
Scroll down to SuiteTalk (Web Services).
Enable the WEB SERVICES option.
Scroll down to Manage Authentication.
Click Save and return to the Dashboard.
Create a New Web Service Role
Enable Web Services Only Role
Navigate to Setup → Users/Roles → Manage Roles → New.
Name the role and select Classic Centre for the Centre Type.
Select Setup and add the following three Permissions to the role:
Access Token Management
User Access Tokens
Log in using Access Tokens
Click Save.
Assign Web Services Role to User
Navigate to Setup → Users/Roles → Manage Users.
Select the User to whom you want to assign the new role.
Click Edit.
Select the Access tab.
Add the newly created role (e.g., IntegrationRole).
Click Save.
Create a New Token Based Integration
Navigate to Setup → Integrations → Manage Integrations from the Dashboard Menu.
Name the new Integration and check the TOKEN-BASED AUTHENTICATION option.
Click Save.
NetSuite will generate a Consumer Key and Consumer Secret.
Copy and securely store these credentials before leaving the page—you cannot retrieve them again.
Create Access Token
Navigate to Setup → Users/Roles → Access Tokens → New.
Select the Application Name (the Integration created above).
Select the User (to whom the Integration role was assigned).
Select the Integration Role.
Click Save.
NetSuite will generate a Token Id and Token Secret.
Copy and securely store these credentials before leaving the page—you cannot retrieve them again.
Inventory Setup
Before adding items to Orders and Invoices, ensure that items are configured correctly in NetSuite, including the Base Price and Inventory count.
Item Base Price
Ordermentum requires item base prices to be dynamic, so NetSuite should not set a Base Price for any item.
Navigate to Lists → Accounting → Items from the Dashboard Menu.
Select the item you want to edit and open the Sales / Pricing tab.
Scroll to the Pricing section and ensure the item has no Base Price value.
Click Save.
Adjust Inventory
Navigate to Transactions → Inventory → Adjust Inventory from the Dashboard Menu.
Select the Customer and Adjustment Account.
Complete the adjustment form for each item to adjust, specifying the Item, Location, and Adjustment Quantity.
Click Save.
NetSuite Integration API Record
After completing the onboarding process, the generated Consumer Key, Secret, Token Id, and Token Secret must be added to the NetSuite Integration Database for successful API integration via Ordermentum.