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.

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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

Navigate to the Setup > Integration > Manage Integrations > News section of your NetSuite account. From here, you'll need to add 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 notes app temporarily as we'll be using these at the end of this tutorial.

Step 2: 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 Sublist > Manage Authentication.

From here, select Enable for Token-Based Authentication. Then hit save.

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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 Sublist Permissions > Setup and select Full for the following permissions:

  • Log in using Access Tokens
  • Access Token Management
  • User Access Tokens
  • API Web Services

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

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Step 4: Add Token Management Permissions

Now, navigate to Lists > Employees > Employees > New and create a new employee. Give this employee a name, you can use Alloy.

Then, navigate to Access Sublist > Roles and add the token authentication role you created above.

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Step 5 Create Access Tokens

Lastly, navigate to Setup > Users/Roles > Access Tokens > New and fill out the forms below:

  • Application Name: Select the integration created Step #1
  • User: Select the "Alloy" employee we created in Step #4
  • Role: Select the token based role we created in Step #3
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You'll be presented with a Token Id and Secret.

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You'll need these keys and the consumer secret and key from before. Once you're ready, navigate back to Alloy and enter all these keys as seen below.

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