NetSuite administrator prerequisites for Zapier connection

This guide is for NetSuite administrators. Complete this one-time setup before users in your organization can connect NetSuite to Zapier.

Choose your authentication method

NetSuite offers two authentication methods for connecting to Zapier. Choose the method that fits your organization's security preferences.

Method	Description	Setup required
Zapier's App	Users authorize using the Zapier Automation SuiteApp. Users only need their Account ID to connect.	Complete steps 1-3
Custom Credentials	Users connect using credentials you provide (Token ID/Secret or Client ID/Secret). Gives you more control over the integration.	Complete steps 1-3, plus steps 4 and/or 5

1. Install the Zapier Automation SuiteApp

The Zapier Automation SuiteApp must be installed from the SuiteApp Marketplace before users can connect NetSuite to Zapier.

1. View the Zapier Automation SuiteApp in the SuiteApp Marketplace.
2. Follow the instructions to install a SuiteApp from the SuiteApp Marketplace.

2. Enable NetSuite API settings

Enable the required SuiteCloud features for the Zapier integration.

1. Log in to NetSuite as an administrator.
2. Go to Setup > Company > Enable Features.
3. Click the SuiteCloud tab.
4. Ensure the following boxes are checked:
   • Client SuiteScript
   • Server SuiteScript
   • REST Web Services
   • Token-Based Authentication
5. Click Save.

3. Configure role permissions

Users connecting to Zapier need a role with the appropriate permissions. You can modify an existing role or create a new one.

The role must have the following permissions enabled:

Permission	Level
REST Web Services	Full
User Access Tokens	Full
SuiteAnalytics Workbook	Edit
Employees	View
Employee Record	View

Additional permissions may be required depending on the triggers and actions users want to perform. For example, to create or update sales orders, the role needs access to Sales Order records.

Learn more about NetSuite roles and permissions.

4. (Custom Credentials) Create an integration record

Skip this step if using Zapier's App method. Create a custom integration record if you want more control over the integration.

1. Log in to NetSuite.
2. Go to Setup > Integration > Manage Integrations.
3. Click New.
4. Enter a Name for your integration (for example, "Zapier Custom Integration").
5. In the Authentication section, ensure the following Token-based Authentication settings are checked:
   • Token-based authentication
   • TBA: Issuetoken endpoint
   • TBA: Authorization flow
6. Set the Callback URL to: https://zapier.com/dashboard/auth/oauth/return/App207308CLIAPI/
7. In the OAuth 2.0 section, ensure Authorization Code Grant is unchecked.
8. Click Save.
9. Copy the Consumer Key / Client ID and Consumer Secret / Client Secret. Store these securely as they cannot be accessed after you leave the page.

Provide the Client ID and Client Secret to users who need to connect using your custom integration record.

5. (Custom Credentials) Create access tokens for users

Skip this step if using Zapier's App method. Create access tokens if you want to provide users with Token ID and Token Secret credentials instead of having them authorize through Zapier's app.

1. Log in to NetSuite.
2. Go to Setup > Users/Roles > Access Tokens.
3. Click New Access Token.
4. For Application Name, select Zapier (or your custom integration record if you created one).
5. Select the User and Role.
6. Click Save.
7. Copy the Token ID and Token Secret. Store these securely as they cannot be accessed after you leave the page.

Provide the Token ID and Token Secret to the user who will use this connection.

Next steps

Once you complete these steps, users in your organization can connect NetSuite to Zapier.