How to get started with NetSuite on Zapier

• View the Zapier Automation SuiteApp in the SuiteApp Marketplace. 
• Learn more about installing a SuiteApp from the SuiteApp Marketplace.

• Log into NetSuite.
• Go to Setup > Company > Enable Features.
• Click SuiteCloud, then ensure the following boxes are checked:
  • Client SuiteScript
  • Server SuiteScript
  • Rest Web Services
  • Token-Based Authentication

• Log into NetSuite.
• Your Account ID is listed on the Company Information page of your NetSuite account (Setup > Company > Company Information).
• Learn more about NetSuite's Account ID.

You will need to create an access token in NetSuite to complete the Token ID and Token Secret fields.

Note

If you're not an Administrator, you'll need to use a role with User Access Tokens permissions to create, manage, and connect to NetSuite using your own access token.

• Log into NetSuite.
• Go to Setup > User Roles > Under User Management, click Access Tokens.
• On the Access Tokens page, click New Access Token.
• For the Application Name, select Zapier.
  • If you are using your own integration record/application, select that application from the dropdown menu instead. Learn more in using your own integration record.
  • If you cannot find Zapier in the dropdown menu, you’ll need to install the Zapier Automation SuiteApp.
• Select your User and Role. A Token Name will be generated automatically. You can rename it if desired.
• Click Save.
• If the Access Token was created successfully, you'll be able to access your Token ID and Token Secret on the next page. Save your Token ID and Secret for future reference, as these values cannot be accessed after you leave the page.

You will need to create an integration record in NetSuite to complete the Client ID and Client Token fields.

Note

Only Administrators can create integration records.

• Log into NetSuite.
• Go to Setup > Integration > Under Integration Management, click Manage Integration.
• On the Integrations page, click New.
• Give your integration a Name.
• In the Authentication section, ensure that the following Token-based Authentication settings are checked:
  • Token-based authentication
  • TBA: Issuetoken endpoint
  • TBA: Authorization flow

• Ensure that the Callback URL is set to https://zapier.com/dashboard/auth/oauth/return/App207308CLIAPI/.
• In the OAuth 2.0 settings, ensure that the Authorization Code Grant box is unchecked.
• Click Save.
• You'll be able to access your new Integration Record’s Consumer Key / Client ID and Consumer Secret / Client Secret. Save your Client ID & Secret for future reference, as these values cannot be accessed after you leave the page.

• When using access tokens with your own Client ID and Secret, you can leave Token ID and Secret blank if you want Zapier to automatically generate an access token for your connection.
• If you prefer, you can create your Token ID and Secret when connecting to NetSuite in Zapier.
  • Learn more in Advanced: Create an access token.