Authorize SuiteAnalytics

9min read

If you do not see the screens required to create your API token or to enable SuiteAnalytics Connect, it means you do not have the necessary access rights to authorize your SuiteAnalytics instance. An Administrator role (or another role with the proper Netsuite permissions) is required to perform the connection setup.

  1. Login to your Netsuite account and navigate to Setup > Company > Enable Features.

    Navigate to the Netsuite features configuration panel

    1. Under the ”SuiteCloud” header make sure the REST WEB SERVICES checkboxes is checked.

      Click "SuiteCloud"

      In the SuiteTalk section, enable SOAP WEB SERVICES and REST WEB SERVICES.

    2. Under the ”Manage Authentication” header make sure the TOKEN-BASED AUTHENTICATION checkbox is checked.

      Activate Token Based Authentication

    3. Under the ”Analytics” header make sure the SuiteAnalytics Connect checkboxes is checked.

      Click "Analytics"

      In the Connectivity section, enable SUITEANALYTICS CONNECT.

    4. Click the save button at the bottom of the page.

  2. Navigate to Setup > Integration > Manage Integrations > New.

    Create a new integration in Netsuite

    Configure the new Stacksync integration in Netsuite

    1. Select Token-based Authentication only

    2. Click the save button.

    3. The client credentials will now be displayed and be sure to copy the Consumer Id and Consumer Secret.

      Save "Consumer ID" and "Consumer Secret" values safely (to be used in the next steps of this tutorial).

  3. Navigate to the homepage by clicking the home icon.

    Navigate to the Netsuite homepage

  4. At the bottom left corner click the Manage Access Tokens button.

    Click "Manage Access Tokens"
    Click "New Access Token"

    1. Select the Application Name you created for this integration.

    2. Enter a ”Token Name”.

    3. Save your new access token.

    4. The token credentials will now be displayed. Copy the ”Token ID” & ”Token Secret”.

    Save "Token ID" and "Token Secret" values safely (to be used in the next steps of this tutorial).

  5. Navigate to Setup > Users/Roles > Manage Roles.

    Navigate to Setup > Users/Roles > Manage Roles.

    1. Either create a new role or edit an existing role.

    2. Navigate to Permissions > Setup

    3. Add SuiteAnalytics Connect and SuiteAnalytics Connect - Read All with Level Full.

    4. Save changes.

    Add SuiteAnalytics Connect and save.

  6. Get the Role ID in the URL on the Role Page. It is formatted as: role.nl?id=<role_id>.

  7. Get the Account ID from the URL, the domain name has the following format: <account_id>.app.netsuite.com

  8. You now have all the necessary credentials to grant Stacksync access to your SuiteAnalytics Connect. Go back to the Stacksync dashboard at https://app.stacksync.com

    Click on SuiteAnalytics Connector

    Insert the credentials obtained from the preview steps in the SuiteAnalytics Connector

You successfully granted Stacksync access to you SuiteAnalytics Connect! 🎉 Feel free to reach out to us at [email protected] if there is anything we can help with!

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