NetSuite

Learn how to set up and configure your NetSuite account with Alloy

So you want to connect your NetSuite account to Alloy and start automating the most complex part of your tech stack? Well you've come to the right place.

To get started with our NetSuite integration, you'll need to enable what's called Token-based Authentication in NetSuite. Let's take a look at the steps to do so below.

Step 1: Create an App

Login to your NetSuite account as the Admin user.

Navigate to the Setup > Integration > Manage Integrations > New section of your NetSuite account.

You should see a list of any integrations you've previously created (if any).

From here, you'll need to create the integration. Give the integration a name, set the state as enabled and select "Token-Based Authentication" as the Authentication Sublist.

Once you've created the app, you'll get a Consumer Key and a Consumer Secret. Make sure to store these in a secure location as we'll be using these at the end of this tutorial.

Step 2: Enable Web Services and Enable Token-Based Authentication

Next, you'll need to enable Token-based Authentication in your NetSuite account. To do so, navigate to Setup > Company > Enable Features > SuiteCloud > then scroll down until you see SuiteTalk Web Services.

From here, make sure you select SOAP and REST web services.

Just below this, you'll need to enable Token-Based Authentication.

Step 3: Create a Token Role

Now, you'll need to actually give your token permissions so that Alloy can use this token to automate things in your NetSuite account. Once more, navigate to Setup > Users/Roles > Manage Roles> New

From here, give your role a name and an Id.

Then, navigate to Permissions Sublist > Setup and select Full for the following permissions:

  • Access Token Management
  • Log in using Access Tokens
  • Both API Web Services
    • REST Web Services
    • SOAP Web Services
  • SuiteScript
  • User Access Tokens

Then, navigate to Permissions Sublist > Reports and select Full for the following permission:

  • Integration
  • Inventory
  • Sales
  • Sales Order Reports
  • SuiteAnalytics Workbook

Then, navigate to Permissions Sublist > Lists and add Full for the following permission:

  • Items
  • Perform Search

Then, navigate to Permissions Sublist > Transactions and add Full for all permissions.

Step 4: Create Access Tokens

Lastly, navigate to Setup > Users/Roles > Access Tokens

Click the New Access Token button as seen above.

Fill out the following fields

  • Application Name: Select the integration created Step #1
  • User: Select the employee you wish to grant access for
  • Role: Select the specific role if you created one in Step #3

You'll be presented with a Token Id and Secret.

Wrapping Up

That's a wrap! You'll need these keys and the consumer secret and key from before. Use the keys you obtained from this tutorial when configuring NetSuite with Alloy.

To get the realm you can locate the 6 digit number in the URL (it should prefix app.netsuite.com).

Once you're ready, input the values in Alloy as seen below.