{"id":24772,"date":"2025-04-09T13:16:09","date_gmt":"2025-04-09T13:16:09","guid":{"rendered":"https:\/\/synder.com\/help\/?p=24772"},"modified":"2026-03-12T19:16:17","modified_gmt":"2026-03-12T19:16:17","slug":"how-to-create-an-oracle-netsuite-user-and-retrieve-integration-credentials","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-create-an-oracle-netsuite-user-and-retrieve-integration-credentials\/","title":{"rendered":"How to Retrieve Integration Credentials from Oracle NetSuite"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\"><li class=\"toc-level-1\"><a href=\"#6.-Submitting-Credentials-to-Synder\">Submitting Credentials to Synder<\/a><\/li><li class=\"toc-level-1\"><a href=\"#Prerequisites\">Prerequisites<\/a><\/li><li class=\"toc-level-1\"><a href=\"#1.-Enabling-Required-Features-in-NetSuite\">Enabling Required Features in NetSuite<\/a><\/li><li class=\"toc-level-1\"><a href=\"#roleid\">Role-based permission scopes<\/a><\/li><li class=\"toc-level-2\"><a href=\"#Option-A:-Copying-an-existing-role\">Option A: Copying an existing role<\/a><\/li><li class=\"toc-level-2\"><a href=\"#Main-role-settings\">Main role settings<\/a><\/li><li class=\"toc-level-2\"><a href=\"#Permissions-to-be-adjusted\">Permissions to be adjusted<\/a><\/li><li class=\"toc-level-2\"><a href=\"#Option-B:-Creating-a-Custom-Role-for-Synder-Integration\">Option B: Creating a Custom Role for Synder Integration<\/a><\/li><li class=\"toc-level-2\"><a href=\"#Main-Role-Settings\">Main Role Settings<\/a><\/li><li class=\"toc-level-2\"><a href=\"#Permissions\">Permissions<\/a><\/li><li class=\"toc-level-1\"><a href=\"#3.-Assigning-the-Role-to-a-User\">Assigning the Role to a User<\/a><\/li><li class=\"toc-level-1\"><a href=\"#accountid\">Locating the NetSuite Account ID<\/a><\/li><li class=\"toc-level-1\"><a href=\"#consumer\">Creating the Integration Record<\/a><\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6.-Submitting-Credentials-to-Synder\">Submitting Credentials to Synder<\/h2>\n\n\n\n<p>Let&#8217;s have the following information ready to establish a connection to Oracle NetSuite:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#accountid\">NetSuite Account ID<\/a><\/li>\n\n\n\n<li><a href=\"#consumer\">Consumer Key<\/a> (from integration record)<\/li>\n\n\n\n<li><a href=\"#consumer\">Consumer Secret <\/a>(from integration record)<\/li>\n\n\n\n<li><a href=\"#roleid\">Role ID<\/a> (from the custom role)<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<p>Here&#8217;s a helpful video displaying where these ID&#8217;s can be retrieved from Oracle Netsuite:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Where to get ID\u2019s from Oracle NetSuite\" width=\"980\" height=\"551\" src=\"https:\/\/www.youtube.com\/embed\/yDvM58Jl5ls?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/synder.com\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>After submitting these credentials, the user will be redirected to a NetSuite authorization page. Upon granting access, Synder will generate an Access Token and Token Secret required for integration.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Prerequisites\">Prerequisites<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Administrator access to Oracle NetSuite<\/li>\n\n\n\n<li>Permission to manage roles, integrations, and account configurations<\/li>\n\n\n\n<li>Access to the \u201cEnable Features\u201d and \u201cCompany Information\u201d sections in NetSuite<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1.-Enabling-Required-Features-in-NetSuite\">Enabling Required Features in NetSuite<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Navigate to:<br>Setup \u2192 Company \u2192 Enable Features \u2192 SuiteCloud<\/li>\n\n\n\n<li>Enable the following options:\n<ul class=\"wp-block-list\">\n<li>SuiteTalk (Web Services): SOAP Web Services<\/li>\n\n\n\n<li>SuiteTalk (Web Services): REST Web Services<\/li>\n\n\n\n<li>Token-Based Authentication<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Save the changes.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"roleid\">Role-based permission scopes<\/h2>\n\n\n\n<p>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 <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Option-A:-Copying-an-existing-role\">Option A: Copying an existing role<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Navigate to:<br>Setup \u2192 Users\/Roles \u2192 Manage Roles.<\/li>\n\n\n\n<li>Select an existing role, e.g. Accountant and click Customize next to it.<\/li>\n\n\n\n<li>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 <em>Creating a Custom Role for Synder Integration<\/em> section.<\/li>\n<\/ol>\n\n\n\n<p>Here is what you will need to add or modify to customize the standard Accountant role:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Main-role-settings\">Main role settings<\/h3>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Setting<\/strong><\/td><td><strong>Value<\/strong><\/td><\/tr><tr><td>Core Administrative Permissions<\/td><td>Enabled<\/td><\/tr><tr><td>Employee Restrictions<\/td><td>None<\/td><\/tr><tr><td>Accessible Subsidiaries<\/td><td>All<\/td><\/tr><tr><td>Cross-Subsidiary Record Viewing<\/td><td>Enabled<\/td><\/tr><tr><td>Trusted Device Duration<\/td><td>Per-session<\/td><\/tr><tr><td>Two-Factor Authentication<\/td><td>Disabled<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Permissions-to-be-adjusted\">Permissions to be adjusted<\/h3>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Category<\/strong><\/td><td><strong>Permission<\/strong><\/td><td><strong>Standard Role<\/strong><\/td><td><strong>Custom Role<\/strong><\/td><td><strong>Action<\/strong><\/td><\/tr><tr><td>Lists<\/td><td>Classes<\/td><td>Edit<\/td><td>Full<\/td><td>Upgrade from Edit to Full<\/td><\/tr><tr><td>Lists<\/td><td>Currency<\/td><td>None<\/td><td>View<\/td><td>Add permission at View level<\/td><\/tr><tr><td>Lists<\/td><td>Custom Record Entries<\/td><td>None<\/td><td>View<\/td><td>Add permission at View level<\/td><\/tr><tr><td>Lists<\/td><td>Customers<\/td><td>Edit<\/td><td>Full<\/td><td>Upgrade from Edit to Full<\/td><\/tr><tr><td>Lists<\/td><td>Departments<\/td><td>Edit<\/td><td>Full<\/td><td>Upgrade from Edit to Full<\/td><\/tr><tr><td>Lists<\/td><td>Locations<\/td><td>Edit<\/td><td>Full<\/td><td>Upgrade from Edit to Full<\/td><\/tr><tr><td>Lists<\/td><td>Subsidiaries<\/td><td>None<\/td><td>View<\/td><td>Add permission at View level<\/td><\/tr><tr><td>Setup<\/td><td>Access Token Management<\/td><td>None<\/td><td>Full<\/td><td>Add permission at Full level<\/td><\/tr><tr><td>Setup<\/td><td>Custom Record Types<\/td><td>None<\/td><td>View<\/td><td>Add permission at View level<\/td><\/tr><tr><td>Setup<\/td><td>Custom Segments<\/td><td>None<\/td><td>View<\/td><td>Add permission at View level<\/td><\/tr><tr><td>Setup<\/td><td>SuiteScript<\/td><td>None<\/td><td>View<\/td><td>Add permission at View level<\/td><\/tr><tr><td>Transactions<\/td><td>Journal Approval<\/td><td>None<\/td><td>Full<\/td><td>Add permission at Full level<\/td><\/tr><tr><td>Transactions<\/td><td>Make Journal Entry<\/td><td>Edit<\/td><td>Full<\/td><td>Upgrade from Edit to Full<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Save the role and note the Role ID from the URL (e.g., &#8230;role.nl?id=1218 \u2192 Role ID: 1218).<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Option-B:-Creating-a-Custom-Role-for-Synder-Integration\">Option B: Creating a Custom Role for Synder Integration<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Navigate to:<br>Setup \u2192 Users\/Roles \u2192 Manage Roles \u2192 New<\/li>\n\n\n\n<li>Create a new role with the following details:\n<ul class=\"wp-block-list\">\n<li>Role Name: <em>Synder Integration Role<\/em><\/li>\n\n\n\n<li>Role Type: <em>Custom Role<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Main-Role-Settings\">Main Role Settings<\/h3>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Setting<\/strong><\/td><td><strong>Value<\/strong><\/td><\/tr><tr><td>Core Administrative Permissions<\/td><td>Enabled<\/td><\/tr><tr><td>Employee Restrictions<\/td><td>None<\/td><\/tr><tr><td>Accessible Subsidiaries<\/td><td>All<\/td><\/tr><tr><td>Cross-Subsidiary Record Viewing<\/td><td>Enabled<\/td><\/tr><tr><td>Trusted Device Duration<\/td><td>Per-session<\/td><\/tr><tr><td>Two-Factor Authentication<\/td><td>Disabled<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"Permissions\">Permissions<\/h3>\n\n\n\n<p>Below is a table of all permissions that Synder needs to operate.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Sub-tab<\/strong><\/td><td><strong>Permission Key<\/strong><\/td><td><strong>Permission Level<\/strong><\/td><td><strong>Notes \/ Purpose<\/strong><\/td><\/tr><tr><td>Transactions<\/td><td><strong>Find Transaction<\/strong><\/td><td>FULL<\/td><td>Full ability to find\/search transactions<\/td><\/tr><tr><td>Transactions<\/td><td><strong>Journal Approval<\/strong><\/td><td>FULL<\/td><td>Full authority to approve journals<\/td><\/tr><tr><td>Transactions<\/td><td><strong>Make Journal Entry<\/strong><\/td><td>FULL<\/td><td>Full authority to enter journals<\/td><\/tr><tr><td>Transactions<\/td><td><strong>Posting Period on Transactions<\/strong><\/td><td>FULL<\/td><td>Full authority to post accounting periods<\/td><\/tr><tr><td>Reports<\/td><td><strong>SuiteAnalytics Workbook<\/strong><\/td><td>EDIT<\/td><td>Can edit analytics reports<\/td><\/tr><tr><td>Lists<\/td><td><strong>Accounts<\/strong><\/td><td>EDIT<\/td><td>Can edit chart of accounts<\/td><\/tr><tr><td>Lists<\/td><td><strong>Classes<\/strong><\/td><td>EDIT<\/td><td>Can edit classification lists<\/td><\/tr><tr><td>Lists<\/td><td><strong>Contact-Subsidiary Relationship<\/strong><\/td><td>VIEW<\/td><td>Can view contacts across subsidiaries<\/td><\/tr><tr><td>Lists<\/td><td><strong>Contacts<\/strong><\/td><td>FULL<\/td><td>Full authority over contacts<\/td><\/tr><tr><td>Lists<\/td><td><strong>Currency<\/strong><\/td><td>VIEW<\/td><td>Can view currency list<\/td><\/tr><tr><td>Lists<\/td><td><strong>Customers<\/strong><\/td><td>FULL<\/td><td>Full access to customers\/jobs<\/td><\/tr><tr><td>Lists<\/td><td><strong>Departments<\/strong><\/td><td>EDIT<\/td><td>Can edit department list<\/td><\/tr><tr><td>Lists<\/td><td><strong>Documents and Files<\/strong><\/td><td>FULL<\/td><td>Full authority over file cabinet<\/td><\/tr><tr><td>Lists<\/td><td><strong>Entity-subsidiary relationship<\/strong><\/td><td>VIEW<\/td><td>Can view entity-subsidiary relationships<\/td><\/tr><tr><td>Lists<\/td><td><strong>Items<\/strong><\/td><td>EDIT<\/td><td>Can edit items (products, services)<\/td><\/tr><tr><td>Lists<\/td><td><strong>Locations<\/strong><\/td><td>EDIT<\/td><td>Can edit location list<\/td><\/tr><tr><td>Lists<\/td><td><strong>Other Names<\/strong><\/td><td>EDIT<\/td><td>Can edit \u201cOther Name\u201d entities<\/td><\/tr><tr><td>Lists<\/td><td><strong>Perform Search<\/strong><\/td><td>FULL<\/td><td>Full authority for searching across lists<\/td><\/tr><tr><td>Lists<\/td><td><strong>Subsidiaries<\/strong><\/td><td>VIEW<\/td><td>Can view subsidiaries<\/td><\/tr><tr><td>Lists<\/td><td><strong>Custom Record Entries<\/strong><\/td><td>VIEW<\/td><td>Can view custom segments<\/td><\/tr><tr><td>Setup<\/td><td><strong>Access Token Management<\/strong><\/td><td>FULL<\/td><td>Full control over OAuth tokens<\/td><\/tr><tr><td>Setup<\/td><td><strong>Accounting Lists<\/strong><\/td><td>EDIT<\/td><td>Can edit accounting-related lists<\/td><\/tr><tr><td>Setup<\/td><td><strong>Accounting Management<\/strong><\/td><td>EDIT<\/td><td>Can edit accounting setup<\/td><\/tr><tr><td>Setup<\/td><td><strong>Log in using Access Tokens<\/strong><\/td><td>FULL<\/td><td>Full authority to log in via OAuth<\/td><\/tr><tr><td>Setup<\/td><td><strong>REST Web Services<\/strong><\/td><td>FULL<\/td><td>Full authority to access REST web services<\/td><\/tr><tr><td>Setup<\/td><td><strong>SOAP Web Services<\/strong><\/td><td>FULL<\/td><td>Full authority to access SOAP-based web services<\/td><\/tr><tr><td>Setup<\/td><td><strong>Custom Record Types<\/strong><\/td><td>VIEW<\/td><td>View custom record types<\/td><\/tr><tr><td>Setup<\/td><td><strong>Custom Segments<\/strong><\/td><td>VIEW<\/td><td>View Custom segments<\/td><\/tr><tr><td>Setup<\/td><td><strong>SuiteScript<\/strong><\/td><td>VIEW<\/td><td>View custom segments setup<\/td><\/tr><tr><td>Setup<\/td><td><strong>Subsidiary Settings Manager<\/strong><\/td><td>VIEW<\/td><td>Can view subsidiary settings<\/td><\/tr><tr><td>Custom Record<\/td><td>Select needed custom segments<\/td><td>FULL<\/td><td>Full access to custom records and custom segments<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Save the role and note the Role ID from the URL (e.g., &#8230;role.nl?id=121 \u2192 Role ID: 121).<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3.-Assigning-the-Role-to-a-User\">Assigning the Role to a User<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Navigate to:<br>Setup \u2192 Users\/Roles \u2192 Manage Users<\/li>\n\n\n\n<li>Assign the newly created custom role to the appropriate user account. This user needs to log in and perform the Synder authentication process.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"accountid\">Locating the NetSuite Account ID<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Navigate to:<br>Setup \u2192 Company \u2192 Company Information<\/li>\n\n\n\n<li>Locate the <strong>Account ID<\/strong> field. This will be required by Synder.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"consumer\">Creating the Integration Record<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Navigate to:<br>Setup \u2192 Integration \u2192 Manage Integrations \u2192 New<\/li>\n\n\n\n<li>Create a new integration with the following settings:\n<ul class=\"wp-block-list\">\n<li>Name: <em>Synder<\/em><\/li>\n\n\n\n<li>Enable:\n<ul class=\"wp-block-list\">\n<li>Token-Based Authentication<\/li>\n\n\n\n<li>TBA: Authorization Flow<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Provide the Callback URL <a href=\"https:\/\/go.synder.com\/dsOauth\/netsuite\/callback\">https:\/\/go.synder.com\/dsOauth\/netsuite\/callback<\/a> as required by Synder.<\/li>\n\n\n\n<li>Disable all other options.<\/li>\n\n\n\n<li>Save the integration and copy the <strong>Consumer Key<\/strong> and <strong>Consumer Secret<\/strong> immediately. These values are only visible at the time of creation.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>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. Submitting Credentials to Synder Let&#8217;s have the following information ready to establish a connection to Oracle NetSuite: Here&#8217;s a helpful video displaying where [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[2,357,366,256],"tags":[],"ppma_author":[341],"class_list":["post-24772","post","type-post","status-publish","format-standard","hentry","category-get-started","category-connect","category-connection-troubleshooting","category-synder-accounting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Retrieve Integration Credentials from Oracle NetSuite - Synder<\/title>\n<meta name=\"description\" content=\"Step-by-step guide to creating an Oracle NetSuite user and retrieving API credentials for Synder integration. 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