Skip to main content

Getting started with NetSuite

Becca Campbell avatar
Written by Becca Campbell
Updated over a month ago

The NetSuite integration allows you to pull and push bill and payment information from your Settle account.

The process to gather the necessary information from NetSuite to connect your accounts can take time, so we recommend carving out 30+ minutes to complete this integration.

ℹ️ If you are having trouble, please contact our support team to assist you with integrating your NetSuite account.

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

☑️ For customers using Settle Working Capital, we require access to all transaction types for underwriting purposes.

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

  • Roles can be assigned by finding the “Access” tab on the blue bar toward the bottom of the screen.

  • Scroll all the way down to the bottom and on the left you will see "Edit".

  • After the page refreshes, create a new role. You may want to name it "Settle Role" or similar so you can find it easily again later.

5. 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 5

    • The role from step 4

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

6. Record your Account ID

  • Click here to view your company information

  • Record the value under "Account ID"

7. Find your subsidiary ID

Settle only supports underwriting/syncing for one subsidiary at a 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

  • If you don't have a subsidiary ID, use 1

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

9. Find the "NetSuite" option and select Connect.

10. 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.


​


​
​
​
​

Did this answer your question?