Configuring NetSuite Accounts

In this article

This account is used by the Snaps in the NetSuite Snap Pack.

You can create an account from Designer or Manager. In Designer, when working on pipelines, every Snap that needs an account prompts you to create a new account or use an existing account. The accounts can be created in or used from:

  • Your private project folder: This folder contains the pipelines that will use the account.
  • Your Project Space’s shared folder: This folder is accessible to all the users that belong to the Project Space.
  • The global shared folder: This folder is accessible to all the users within an organization in the SnapLogic instance.

Account Configuration

In Manager, you can navigate to the required folder and create an account in it (see Accounts). To create an account for NetSuite: 

  1. Click + > Account > NetSuite > NetSuite Token Account.

  2. In the Create Account dialog box, enter the details as per the Account Settings table.
  3. Click Save and Validate. Once account is saved, account validation works fine.
  4. Click Apply.

Account Types

NetSuite Token Account

Account Settings

LabelRequired. Enter a label for the account instance

Required. NetSuite WSDL version's year. This Snap Pack supports WSDLs from the Year 2014 or later. 

Default value: 2015

WSDL Release

Required. NetSuite WSDL version release number. 

Example: 1

Default value: 2

WSDL Patch

Required. NetSuite WSDL version patch number. 

Example: 0

Default value: 0

Account ID

Required. A NetSuite account ID. To view the account ID, go to Setup > Integration > Web Services Preferences within NetSuite.

Default value: None

Token ID

Required. The Token ID value.

Refer to the steps below to generate a token ID in NetSuite.

Token SecretRequired. The Token Secret value.

Generating the Token ID in NetSuite

  1. Log in to NetSuite as an Administrator and go to Setup > Integration > Web Services Preferences. Note down the Account ID

  2. Create a custom role.

  3. Click Setup for the custom role and add the following privileges:
    • Access Token Management
    • Log in using Access Tokens
    • User Access Tokens
    • Web Services

  4. Create or edit a user for which you want to assign the token-based authentication.

  5. Click the Access subtab and perform the following:
    1. Assign the role created in Step 3 to this user.
    2. Select GIVE ACCESS.
    3. When prompted to create the password, enter it twice and click Save.

  6. To configure a token for the NetSuite Token Account, use the SnapLogic integration record, which is installed through one of the following two methods:  
    • The first use of a NetSuite Credentials Account triggers auto-installation of the integration record in the target account. If this is the case, then go to Step 7.

    • Manual installation of a bundle containing the integration record.
  7. To manually install the SnapLogic bundle, click the following link:

  8. In the Bundle Details dialog, confirm the value in the ID field and click Install.

  9. To confirm that the integration record is installed, go to Setup > Integrations > Manage Integrations. A row with SnapLogic as the name displays with no value in the Application ID column (since this record is imported from another account) and Enabled in the State column.

  10. To create a token, go to Setup > Users/Roles > Access Tokens, then click New Access Token. In the displayed form, choose SnapLogic as the Application Name, and choose the User and Role previously created. 

  11. Click Save. A Token ID and a Token Secret is displayed. Copy these values to use in the next step.

  12. Enter the Account ID and the Token ID and Token Secret in the SnapLogic NetSuite Token Account Create Account dialog.

  13. Click Validate, then Apply.

Account History