How to Create an Oracle NetSuite User and Retrieve Integration Credentials

This guide outlines the process of connecting Oracle NetSuite to Synder via Token-Based Authentication (TBA). This method allows Synder to securely access your NetSuite account without requiring user credentials for each session.

Here’s a helpful video displaying where these ID’s can be retrieved from Oracle Netsuite:

Prerequisites

• Administrator access to Oracle NetSuite
• Permission to manage roles, integrations, and account configurations
• Access to the “Enable Features” and “Company Information” sections in NetSuite

Enabling Required Features in NetSuite

1. Navigate to:
   Setup → Company → Enable Features → SuiteCloud
2. Enable the following options:
   • SuiteTalk (Web Services): SOAP Web Services
   • SuiteTalk (Web Services): REST Web Services
   • Token-Based Authentication
3. Save the changes.

Role-based permission scopes

Oracle Netsuite has a very well-developed and precise role-based permission system. You can either copy an existing role in your Netsuite (such as Accountant) and make sure it has the minimum access scopes outlined below, or create a new role specially for Synder and assign needed permissions.

Option A: Copying an existing role

1. Navigate to:
   Setup → Users/Roles → Manage Roles.
2. Select an existing role, e.g. Accountant and click Customize next to it.
3. This will create a copy of the existing role. Now you will need to check that it has all the minimum permissions listed below in the Creating a Custom Role for Synder Integration section.

Here is what you will need to add or modify to customize the standard Accountant role:

Main role settings

Permissions to be adjusted

4. Save the role and note the Role ID from the URL (e.g., …role.nl?id=1218 → Role ID: 1218).

Option B: Creating a Custom Role for Synder Integration

1. Navigate to:
   Setup → Users/Roles → Manage Roles → New
2. Create a new role with the following details:
   • Role Name: Synder Integration Role
   • Role Type: Custom Role

Main Role Settings

Permissions

Below is a table of all permissions that Synder needs to operate.

3. Save the role and note the Role ID from the URL (e.g., …role.nl?id=121 → Role ID: 121).

Assigning the Role to a User

1. Navigate to:
   Setup → Users/Roles → Manage Users
2. Assign the newly created custom role to the appropriate user account. This user needs to log in and perform the Synder authentication process.

Locating the NetSuite Account ID

1. Navigate to:
   Setup → Company → Company Information
2. Locate the Account ID field. This will be required by Synder.

Creating the Integration Record

1. Navigate to:
   Setup → Integration → Manage Integrations → New
2. Create a new integration with the following settings:
   • Name: Synder
   • Enable:
     • Token-Based Authentication
     • TBA: Authorization Flow
3. Provide the Callback URL https://go.synder.com/dsOauth/netsuite/callback as required by Synder.
4. Disable all other options.
5. Save the integration and copy the Consumer Key and Consumer Secret immediately. These values are only visible at the time of creation.