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 stapes to do so bellow.
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 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 actually 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.
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 and 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
Then, navigate to Permissions Sublist > Transactions and add Full for all permissions.
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.
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
You'll be presented with a Token Id and Secret.
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.