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General Settings

Steps to get NetSuite credentials

A. Obtaining a NetSuite HOST URL & Account ID

  • Log in to NetSuite.
  • Navigate to Setup > Company Information.
  • You will find Account ID on this window.
  • For Host URL.
    Go to “Company URLs” subtab. Get “SUITETALK (SOAP AND REST WEB SERVICES)” URL from here.
    Example: Account ID=1234567

B. Obtaining NetSuite application id & client credentials

  • Log in to your NetSuite account.
  • Click on Setup > Integrations > Manage Integrations > New.
  • On the resulting page, Name the application that will be integrating with NetSuite (for example, “TM WC NetSuite”).
  • Make sure “User Credentials” & “Token Based Authentication” both options are checked.
  • Press Save. On the resulting page, Application ID, Consumer Key and Consumer Secret will be generated for the application.
  • Copy Application ID, Consumer Key and Consumer Secret and paste them in TM NetSuite plugin settings.
    Note* : Have a backup of these because these are only generated one time.
    Example: Application ID= AANJF45A-GE5J-HTHH-KKKL-HGSNSNMSML14

C. Obtaining NetSuite token id & token secret

  • In NetSuite, navigate to Setup > Users/Roles > Access Tokens > New.
    Note* : If you are not able to see the Access Tokens under User/Roles then make sure you have all the permissions for the user you are logged in and also navigate through the following steps and check whether ‘Token Based Authentication’ is enabled or not. Setup > Company >Enable Features >SuiteCloud Tab > Token Based Authentication.
  • On the Access Tokens page, click New Access Token.
  • On the Access Token page:
    1. Select the Application Name
      *Note: Make sure that the application is called “TM WC NetSuite”. If you don’t see it, please redo the instructions in the first section.
    2. Select the User you enabled with Full Access.
      *Note: Select a user that will always have access.
    3. Select the Role with Full Access for example “admin” or “administrator”.
    4. The Token Name is already populated by default with a concatenation of Application Name, User, and Role. You can enter your own name for this token if desired.
  • Click Save.
    1. The confirmation page displays the Token ID and Token Secret. Copy the Token ID and Token Secret and paste them in TM NetSuite plugin settings.
    2. Eat this section to obtain new values.

D. Notification Email

Enter the email at which you want to get the notifications related to the application.

Adding a user

  • To create a new user, navigate through the following steps in Netsuite.
  • Lists > Employees > Employees > New.
  • Enter first name and last name.
  • Enter Email Address
    • Note that this is the email address the User will use to access NetSuite.
    • If the user’s supervisor is already in NetSuite, choose them from the Supervisor dropdown.
    • Otherwise, assign supervisors when all employee records are entered.
  • On the Access tab check Give Access..
  • Enter password in both fields
  • From the Role dropdown choose the Role you created earlier.
  • Click Save.

Creating roles on NetSuite:

  • To create a new Role, navigate through the following steps in Netsuite.
  • Setup > User Roles > Manage Roles > New.
  • Enter the name of the Role.
  • In CENTRE TYPE field select ACCOUNTING CENTRE in General settings.
  • Check option DO NOT RESTRICT EMPLOYEE FIELDS in General settings.
    1. TRANSACTION Tab give full permission to the below fields
      1. Sales Order
      2. Item Fulfillment
      3. Fulfill Sales Order
    2. LIST Tab give full permission to the below fields
      1. Customers
      2. Items
      3. Location
      4. Currency
      5. Promotions
      6. Shipping items
    3. SETUP Tab give full permission to the below fields
      1. Company information
      2. User Access Tokens
      3. Integration Application
      4. SOAP Web Services
      5. Accounting Lists
  • Click Save

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