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NetSuite SuiteAnalytics Connect

Authorize SuiteAnalytics

9 minute guide to authorize SuiteAnalytics and connect it to Stacksync using NetSuite credentials.

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. Log in to your NetSuite account and navigate to Setup > Company > Enable Features.

    NetSuite Setup menu open to Company with "Enable Features" highlighted.

    Navigate to the NetSuite features configuration panel

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

      NetSuite "Enable Features" page with the "SuiteCloud" tab highlighted.

      Click "SuiteCloud"

      NetSuite SuiteCloud features with "SOAP Web Services" and "REST Web Services" checked under SuiteTalk (Web Services).

      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.

      NetSuite Manage Authentication features with the "Token-Based Authentication" checkbox checked and highlighted.

      Activate Token Based Authentication

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

      NetSuite "Enable Features" page with the "Analytics" subtab highlighted.

      Click "Analytics"

      NetSuite Enable Features Analytics tab with the "SuiteAnalytics Connect" checkbox checked under Connectivity.

      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.

    NetSuite Setup menu open to Integration, then Manage Integrations, with "New" highlighted.

    Create a new integration in NetSuite

    NetSuite new Integration form with Name and State "Enabled", and "Token-Based Authentication" checked on the Authentication tab.

    Configure the new Stacksync integration in NetSuite

    1. Give your application a NAME. Recommended name: Stacksync SuiteAnalytics

    2. Select Token-based Authentication only

    3. Click the save button.

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

      NetSuite saved Integration confirmation with the masked Consumer Key / Client ID and Consumer Secret / Client Secret highlighted.

      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.

    NetSuite top navigation bar with the home icon highlighted and an arrow pointing to it, leading to the Home dashboard.

    Navigate to the NetSuite homepage

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

    NetSuite Home dashboard with the "Manage Access Tokens" link highlighted in the Settings portlet at the bottom left.

    Click "Manage Access Tokens"

    NetSuite "My Access Tokens" page with the "New My Access Token" button highlighted.

    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”.
    NetSuite Access Token confirmation page showing the Token ID and Token Secret values (blurred) highlighted for copying.

    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.

    NetSuite Setup menu open with "Users/Roles" and then "Manage Roles" highlighted.

    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.
    NetSuite role page with Permissions > Setup tab adding "SuiteAnalytics Connect" and "Read All" at Full level, and Save highlighted.

    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

    Stacksync "Create a Connection" page with the SuiteAnalytics app tile highlighted next to NetSuite.

    Click on SuiteAnalytics Connector

    Stacksync SuiteAnalytics dialog with Account ID, Consumer Key/Secret, Token ID/Secret, Role ID, optional Host and Port, and "Authorize App".

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

You successfully granted Stacksync access to your SuiteAnalytics Connect! 🎉
Feel free to reach out to us at hello@stacksync.com if there is anything we can help with!

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