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Getting started with NetSuite

Getting started with NetSuite

Dave Hovis avatar
Written by Dave Hovis. Updated this week

If you use NetSuite as your business’s main accounting software and you’d like to apply for any of Settle’s financing products, you’ll need to link your NetSuite account with Settle.

ℹ️ Unlike our integrations QuickBooks and Xero, today we do not support 2-way syncing of data between NetSuite and Settle. Don’t worry—full 2-way syncing functionality is coming soon.

⏱ The process to gather the necessary information from NetSuite to connect your accounts can take time, so we recommend carving out 15 minutes to work on this.

ℹ️ If you are having trouble, please contact our support team via email.


Before getting started...

  • Ensure you have administrator permissions in NetSuite

  • Get ready to jot down NetSuite IDs and tokens as you go

Linking your account

  1. “Enable Features” in NetSuite. Click here or navigate to your NetSuite account's Enable Features page.

You’ll need to enable this list of features:

  • Analytics tab

    • Enable SUITEANALYTICS WORKBOOK

  • SuiteCloud tab

    • SuiteTalk (Web Services)

      • Enable SOAP WEB SERVICES and REST WEB SERVICES

  • Manage Authentication

  • Enable TOKEN-BASED AUTHENTICATION

2. Create an integration record for Settle. Click here or navigate to Setup > Integration > Manage Integrations > New.

  • State: enabled

  • Check TOKEN-BASED AUTHENTICATION and uncheck TBA: AUTHORIZATION FLOW and AUTHORIZATION CODE GRANT

  • Hit "Save."

⚠️ After saving, be sure to write down the consumer key and consumer secret from the "Client Credentials" section. These are only viewable once.

3. Install the Settle Netsuite Bundle to create a role with the required permissions.

  • Click here to go to the “Settle Sync Role” bundle

  • Click install. Once installation begins, it should take ~5 minutes for your new role to be created. In the meantime, continue to step 4 

☑️ Settle requires access to all transaction types for underwriting.

4. While the role is installing, send Settle a copy of your most recent balance sheet and income statement so we can ensure underwriting configuration was done correctly:

  • Click here to go to your income statement report

    • Change the period to “This Fiscal Year to Period” and hit “Refresh”

    • Click “Email” in the bottom right corner

    • Paste netsuite-underwriting@settle.co in the “Copy Others” row and hit “Add”

    • Click the “Message” tab and change the “Sending Format” to “CSV”

    • Click “Send” and “Ok”

  • Click here to go to your balance sheet report

    • Change the period to “Last Period” and hit “Refresh”

    • Click “Email” in the bottom right corner

    • Paste netsuite-underwriting@settle.co in the “Copy Others” row and hit “Add”

    • Click the “Message” tab and change the “Sending Format” to “CSV”

    • Click “Send” and “Ok”

5. Once your bundle is installed, click here and click “edit” by your newly created Settle Sync Role. Complete these two steps to ensure all transaction types are selected on it:

☑️ Settle requires access to all transaction types for underwriting.

  • If you have any custom transaction types, click here to ensure these are available for your new role.

  • Under the new role’s "Transactions" permissions, add the following permissions if available. These are not included in the default role and must be selected (if available to your account):

    • Likely Available

      • Bin Putaway Worksheet, Bin Transfer, Build Assemblies, Unbuild Assemblies, Work Order

    • Possibly Available

      • Blanket Purchase Order, Charge, Close Work Orders, Count Inventory, Customer Payment Authorization, Employee Commission Transaction, Enter Completions, Enter Year-To-Date Payroll Adjustments, Individual Paycheck, Inventory Status Change, Issue Components, Pay Tax Liability, Payroll Liability Payments, Purchase Contract, Request for Quote, Requisition, Revenue Arrangement, Revenue Commitment, Revenue Commitment Reversal, Revenue Contracts, Tegata Payable, Tegata Receivable, Vendor Request For Quote, Wave

⚠️ If you have further questions, don't hesitate to email here.

6. Assign the new role by clicking here and editing your current admin user.

  • Roles can be assigned by clicking the “Access” tab, adding a new role, and saving.

7. Create tokens for your current admin user.

  • Click here or go to Set up > Users/Roles > Access Tokens > New. Enter:

    • The integration from step 2

    • The user from step 6

    • The role from step 5

⚠️ After saving, be sure to write down the token id and token secret. These are only viewable once.

8. Record your Account ID from your URL

  • Click here to view your company information

  • Record the value under "Account ID"

9. Find your subsidiary ID

  • Settle only supports underwriting/syncing for one subsidiary at this time.

  • Click here to see your NetSuite subsidiary list.

  • Click "view" on the subsidiary you want to integrate with Settle.

  • Write down the "internal ID" of this subsidiary

10. Log in to your Settle account and click the sync icon in Settle's top-right corner.

11. Find the "NetSuite (beta)" option and select Connect.

12. On Settle, enter the following then click "Create authentication":

  • The account ID from step 8

  • The consumer key and consumer secret from step 2

  • The token ID and token secret from step 7

  • The subsidiary Id from step 9

⚠️If authentication fails, click here to email us with questions. Alternatively, you can retry from step 1.






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