NetSuite Integration for Shopify

Estimated reading: 4 minutes

To establish the connection between NetSuite and Shopify “General Settings” are the most important.

General Settings

1. The first step is to get the NetSuite Host URL and NetSuite Account ID

To get the values for these fields, follow the below mention steps:

  • Login to your NetSuite account
  • Go to Setup CompanyCompany Information
  • Here you will get the Account ID. Copy the account id and paste it into Shopify
  • To get the Host URL, scroll down
  • Go to Company URLs
  • Copy the URL under SUITETALK (SOAP AND REST WEB SERVICES), and paste it into Shopify

2. To get the NetSuite Consumer Key and NetSuite Consumer Secret

Follow these steps to retrieve the Consumer Key and Consumer Secret:

  • Go to the Setup IntegrationManage Integrations New
  • Enter the name of the application (name could be of your choice for example, “TM Shopify NetSuite”)
  • Uncheck the following two checkboxes:
    • TBA: AUTHORIZATION FLOW
    • AUTHORIZATION CODE GRANT
  • Make sure the following two checkboxes are checked:
    • TOKEN-BASED AUTHENTICATION
    • USER CREDENTIALS
  • Click the Save button
  • After saving the Integration form You will get the CONSUMER KEY / CLIENT ID and CONSUMER SECRET / CLIENT SECRET
  • Copy the Consumer Key and Consumer Secret and paste it into Shopify

3. To get the NetSuite Token ID and NetSuite Token Secret

Follow these steps to retrieve the Token ID and Token Secret:

Note: make sure your current user role has the required permissions to

  • Go to the Home icon >> Dashboard
  • Click on Manage Access Tokens
  • Click on New My Access Token button
  • Select the Application name that you have created in New Integration form
  • Click the Save button, and you will get the Token ID and Token Secret
  • Copy the Token ID and Token Secret and paste it into Shopify

4. Notification Email

Adding a user

Required User Role Permissions:

  • Go to Setup → User RolesManage Roles
  • Select your user role and check the permissions if they are as mentioned below. If not, click “Edit” and change the permission levels, as explained in the following steps:
  • Under TRANSACTION Tab, set permission levels for the fields as mentioned below:
    • Sales Order – Full
    • Item Fulfilment – Full
    • Fulfil Sales Order – Full
    • Cash Sales – Full
    • Find Transaction – Full
  • Under REPORTS Tab, set permission levels for the fields as mentioned below:
    • SuiteAnalytics Workbook – Full
  • Under LIST Tab, set permission levels for the fields as mentioned below:
    • Items – View
    • Location – View
    • Currency – View
    • Promotions – Full
    • Shipping items – View
    • Customer – Full
    • Shipping Items – View
    • Units – Full
  • Under SETUP Tab, set following mentioned permission levels, to the below fieldsCompany information:
    • REST Web Services   – Full
    • User Access Tokens – Full
    • Integration Application – Full
    • SOAP Web Services – Full
    • Accounting Lists – Full
  • 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 the CENTRE TYPE field select ACCOUNTING CENTRE in General settings.
  • Check option DO NOT RESTRICT EMPLOYEE FIELDS in General settings.
  • In SUBSIDIARY RESTRICTIONS check the option SELECTED.
  • In AUTHENTICATION enable option WEB SERVICES ONLY ROLE.
  • Assign the above mentioned permissions to the user role
  • Click Save