{"id":4903,"date":"2021-08-24T09:49:56","date_gmt":"2021-08-24T09:49:56","guid":{"rendered":"https:\/\/techmarbles.com\/docs\/shopify-netsuite-integration\/general-settings\/"},"modified":"2026-05-26T08:54:41","modified_gmt":"2026-05-26T08:54:41","slug":"general-settings","status":"publish","type":"docs","link":"https:\/\/techmarbles.com\/products\/docs\/shopify-netsuite-integration\/general-settings\/","title":{"rendered":"NetSuite Integration for Shopify \u2014 Complete Setup &amp; User Guide"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/apps.shopify.com\/netsuite-integration\">NetSuite Integration \u2011 TM<\/a><\/strong>\u00a0by\u00a0<a href=\"https:\/\/techmarbles.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">TechMarbles<\/a>\u00a0is an enterprise-grade, two-way connector between\u00a0<strong>Shopify<\/strong>\u00a0and\u00a0<strong>Oracle NetSuite<\/strong>. It automatically syncs\u00a0<strong>orders, inventory, prices, products, and customers<\/strong>\u00a0in both directions, and supports advanced commerce scenarios \u2014\u00a0<strong>Shopify Markets<\/strong>,\u00a0<strong>B2B Company Catalogs<\/strong>,\u00a0<strong>POS orders<\/strong>,\u00a0<strong>purchase orders<\/strong>, multi-location inventory, multi-currency pricing, and\u00a0<strong>conditional field mapping<\/strong>\u00a0\u2014 so you never re-key data between your storefront and your ERP.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Built for high-volume enterprises and growing D2C\/B2B brands alike, with reliable background sync (Shopify bulk operations + webhooks), detailed logs, and hands-on support from the TechMarbles team.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Overview &amp; How It Works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The app keeps Shopify and NetSuite in step in&nbsp;<strong>both directions<\/strong>:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Shopify \u2192 NetSuite<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Orders<\/strong>\u00a0\u2192 Sales Orders or Cash Sales (with optional Invoice \/ Cash Sale and Customer Deposit)<\/li>\n\n\n\n<li><strong>POS orders<\/strong>\u00a0\u2192 Sales Orders or Invoices<\/li>\n\n\n\n<li><strong>Orders \u2192 Purchase Orders<\/strong>\u00a0(for drop-ship \/ B2B flows, by customer tag or metafield)<\/li>\n\n\n\n<li><strong>Customers<\/strong>\u00a0\u2192 NetSuite customers or\u00a0<strong>companies<\/strong>\u00a0(B2B)<\/li>\n\n\n\n<li><strong>Refunds<\/strong>\u00a0\u2192 NetSuite credits\/returns<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>NetSuite \u2192 Shopify<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Inventory \/ stock levels<\/strong>\u00a0(multi-location, with quantity buffer and Units of Measure)<\/li>\n\n\n\n<li><strong>Prices<\/strong>\u00a0(by price level, mapped to Shopify Markets and B2B Company Catalogs, multi-currency)<\/li>\n\n\n\n<li><strong>Products \/ items<\/strong>\u00a0(titles, descriptions, vendor, type, barcode, dimensions, custom fields)<\/li>\n\n\n\n<li><strong>Customers<\/strong>\u00a0(import to Shopify)<\/li>\n\n\n\n<li><strong>Refunds<\/strong>\u00a0and\u00a0<strong>fulfillment \/ tracking<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Order and customer changes sync in near real time via&nbsp;<strong>webhooks<\/strong>; products and inventory use efficient&nbsp;<strong>Shopify bulk operations<\/strong>&nbsp;for high-volume catalogs. Every action is recorded in&nbsp;<strong>Logs<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">1. Getting Connected (Configurations)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Open the app from your Shopify admin under\u00a0<strong>Apps \u2192 NetSuite Integration<\/strong>. To establish a connection between NetSuite and Shopify, the following values are required:<br>1. NetSuite Host URL<br>2. NetSuite Account ID<br>3. NetSuite Consumer Key<br>4. NetSuite Consumer Secret<br>5. NetSuite Token ID<br>6. NetSuite token Secret <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get the values for these fields, follow the below mention steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Login to your <a href=\"https:\/\/5635941-sb1.app.netsuite.com\/app\/login\/secure\/enterpriselogin.nl?c=5635941_SB1&amp;redirect=%2Fapp%2Fsetup%2Frolelist.nl%3Fwhence%3D&amp;whence=\" target=\"_blank\" rel=\"noreferrer noopener\">NetSuite<\/a> account<\/li>\n\n\n\n<li>Go to <strong><kbd>Setup<\/kbd><\/strong> <strong>\u2192 <kbd>Company<\/kbd>  \u2192  <kbd>Company Information<\/kbd><\/strong><\/li>\n\n\n\n<li>Here you will get the Account ID. Copy the account id and paste it into Shopify<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/account-id-5-1024x629.png\" alt=\"\" class=\"wp-image-9204\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/account-id-5-1024x629.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/account-id-5-300x184.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/account-id-5-768x472.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/account-id-5-1536x943.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/account-id-5.png 1677w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To get the Host URL, scroll down<\/li>\n\n\n\n<li>Go to Company URLs<\/li>\n\n\n\n<li>Copy the URL under SUITETALK (SOAP AND REST WEB SERVICES), and paste it into Shopify<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/suittalk-3-1024x629.png\" alt=\"\" class=\"wp-image-9207\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/suittalk-3-1024x629.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/suittalk-3-300x184.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/suittalk-3-768x472.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/suittalk-3-1536x943.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/suittalk-3.png 1677w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">2. To get the NetSuite Consumer Key and NetSuite Consumer Secret<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Follow these steps to retrieve the Consumer Key and Consumer Secret:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong><kbd>Setup<\/kbd> <\/strong>\u2192 <strong><kbd>Integration<\/kbd><\/strong> \u2192 <strong><kbd>Manage Integrations <\/kbd>\u2192 <kbd>New<\/kbd><\/strong><\/li>\n\n\n\n<li>Enter the name of the application (name could be of your choice for example, \u201cTM WC NetSuite\u201d)<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Uncheck the following two checkboxes:\n<ul class=\"wp-block-list\">\n<li>TBA: AUTHORIZATION FLOW<\/li>\n\n\n\n<li>AUTHORIZATION CODE GRANT<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Make sure the following two checkboxes are checked:\n<ul class=\"wp-block-list\">\n<li>TOKEN-BASED AUTHENTICATION<\/li>\n\n\n\n<li>USER CREDENTIALS<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/integration-4-1024x629.png\" alt=\"\" class=\"wp-image-9205\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/integration-4-1024x629.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/integration-4-300x184.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/integration-4-768x472.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/integration-4-1536x943.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/integration-4.png 1677w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the Save button<\/li>\n\n\n\n<li>After saving the Integration form You will get the CONSUMER KEY \/ CLIENT ID and CONSUMER SECRET \/ CLIENT SECRET <\/li>\n\n\n\n<li>Copy the Consumer Key and Consumer Secret and paste it into Shopify <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/key-3-1024x629.png\" alt=\"\" class=\"wp-image-9206\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/key-3-1024x629.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/key-3-300x184.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/key-3-768x472.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/key-3-1536x943.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/key-3.png 1677w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">3. To get the NetSuite Token ID and NetSuite Token Secret<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Follow these steps to get the Token ID and Token Secret:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><em>Your NetSuite role must have the permissions listed in\u00a0Required User Role Permissions\u00a0below.<\/em><\/p>\n<\/blockquote>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the\u00a0<strong>Home<\/strong>\u00a0icon \u2192 Dashboard.<\/li>\n\n\n\n<li>Click\u00a0<strong>Manage Access Tokens<\/strong>\u00a0under the\u00a0<strong>Settings portlet<\/strong>.<\/li>\n\n\n\n<li>Click\u00a0<strong>New My Access Token<\/strong>.<\/li>\n\n\n\n<li>Select the application created in Step 2 and click\u00a0<strong>Save<\/strong>.<\/li>\n\n\n\n<li>Copy the\u00a0<strong>Token ID<\/strong>\u00a0and\u00a0<strong>Token Secret<\/strong>\u00a0into the plugin immediately.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/ACCESS-TOKEN-4-1024x629.png\" alt=\"\" class=\"wp-image-9158\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/ACCESS-TOKEN-4-1024x629.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/ACCESS-TOKEN-4-300x184.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/ACCESS-TOKEN-4-768x472.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/ACCESS-TOKEN-4-1536x943.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/ACCESS-TOKEN-4.png 1677w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Verify the connection<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Use&nbsp;<strong>Test API Credentials<\/strong>. On success you\u2019ll see:&nbsp;<em>\u201cCongrats. API connection is successful.\u201d<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Required User Role Permissions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In NetSuite,&nbsp;<strong>Setup \u2192 User Roles \u2192 Manage Roles<\/strong>, give the role used for the connection:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>NetSuite tab<\/th><th>Permission<\/th><th>Level<\/th><\/tr><\/thead><tbody><tr><td><strong>Transactions<\/strong><\/td><td>Sales Order<\/td><td>Full<\/td><\/tr><tr><td><strong>Transactions<\/strong><\/td><td>Item Fulfillment<\/td><td>Full<\/td><\/tr><tr><td><strong>Transactions<\/strong><\/td><td>Fulfill Sales Order<\/td><td>Full<\/td><\/tr><tr><td><strong>Transactions<\/strong><\/td><td>Cash Sales<\/td><td>Full<\/td><\/tr><tr><td><strong>Transactions<\/strong><\/td><td>Find Transaction<\/td><td>Full<\/td><\/tr><tr><td><strong>Reports<\/strong><\/td><td>SuiteAnalytics Workbook<\/td><td>Full<\/td><\/tr><tr><td><strong>Lists<\/strong><\/td><td>Items<\/td><td>View<\/td><\/tr><tr><td><strong>Lists<\/strong><\/td><td>Location<\/td><td>View<\/td><\/tr><tr><td><strong>Lists<\/strong><\/td><td>Currency<\/td><td>View<\/td><\/tr><tr><td><strong>Lists<\/strong><\/td><td>Promotions<\/td><td>Full<\/td><\/tr><tr><td><strong>Lists<\/strong><\/td><td>Shipping Items<\/td><td>View<\/td><\/tr><tr><td><strong>Lists<\/strong><\/td><td>Customer<\/td><td>Full<\/td><\/tr><tr><td><strong>Lists<\/strong><\/td><td>Units<\/td><td>Full<\/td><\/tr><tr><td><strong>Setup<\/strong><\/td><td>REST Web Services<\/td><td>Full<\/td><\/tr><tr><td><strong>Setup<\/strong><\/td><td>User Access Tokens<\/td><td>Full<\/td><\/tr><tr><td><strong>Setup<\/strong><\/td><td>Integration Application<\/td><td>Full<\/td><\/tr><tr><td><strong>Setup<\/strong><\/td><td>SOAP Web Services<\/td><td>Full<\/td><\/tr><tr><td><strong>Setup<\/strong><\/td><td>Accounting Lists<\/td><td>Full<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click&nbsp;<strong>Save<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Creating a Role on NetSuite (optional)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Setup \u2192 User Roles \u2192 Manage Roles \u2192 New<\/strong>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Enter a\u00a0<strong>Role name<\/strong>.<\/li>\n\n\n\n<li><strong>Centre Type:<\/strong>\u00a0Accounting Centre.<\/li>\n\n\n\n<li>Check\u00a0<strong>Do Not Restrict Employee Fields<\/strong>.<\/li>\n\n\n\n<li><strong>Subsidiary Restrictions:<\/strong>\u00a0Selected.<\/li>\n\n\n\n<li><strong>Authentication:<\/strong>\u00a0enable\u00a0<strong>Web Services Only Role<\/strong>.<\/li>\n\n\n\n<li>Assign the permissions in the table above.<\/li>\n\n\n\n<li>Click\u00a0<strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><br>Clear Temporary Cache<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">On the Configurations screen you can&nbsp;<strong>Clear Temporary Cache<\/strong>&nbsp;\u2014&nbsp;<strong>Clear Customer Data<\/strong>&nbsp;and\/or&nbsp;<strong>Clear Product Data<\/strong>. Use this only when changing the connected NetSuite database or troubleshooting a sync issue.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"749\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Clear-Cache-1-1024x749.png\" alt=\"\" class=\"wp-image-9208\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Clear-Cache-1-1024x749.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Clear-Cache-1-300x219.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Clear-Cache-1-768x562.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Clear-Cache-1-1536x1123.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Clear-Cache-1.png 1616w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-contrast-color has-text-color has-link-color wp-elements-3fec444ce03634bb4a9e7ba8ea8831d4 wp-block-paragraph\">The<strong>\u00a0<\/strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-primary-color\"><strong>NetSuite Integration for\u00a0Shopify<\/strong>\u00a0<\/mark>app syncs your orders, product inventory\/prices, and customers. Its features offer deep enhancement capabilities when you use it with advanced mappings like currencies, subsidiaries, shipping methods, custom forms, sales reps, and classes or any other NetSuite field with conditional mapping features. We also provide an additional feature to sync item inventory\/prices manually.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>NetSuite Integration \u2011 TM\u00a0by\u00a0TechMarbles\u00a0is an enterprise-grade, two-way connector between\u00a0Shopify\u00a0and\u00a0Oracle NetSuite. It automatically syncs\u00a0orders, inventory, prices, products, and customers\u00a0in both directions, and supports advanced commerce scenarios \u2014\u00a0Shopify Markets,\u00a0B2B Company Catalogs,\u00a0POS orders,\u00a0purchase orders, multi-location inventory, multi-currency pricing, and\u00a0conditional field mapping\u00a0\u2014 so you never re-key data between your storefront and your ERP. Built for high-volume enterprises and growing &#8230; <a title=\"NetSuite Integration for Shopify \u2014 Complete Setup &amp; User Guide\" class=\"read-more\" href=\"https:\/\/techmarbles.com\/products\/docs\/shopify-netsuite-integration\/general-settings\/\" aria-label=\"Read more about NetSuite Integration for Shopify \u2014 Complete Setup &amp; User Guide\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4897,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-4903","docs","type-docs","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>NetSuite Integration for Shopify \u2014 Complete Setup &amp; User Guide - TechMarbles Products<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/techmarbles.com\/products\/docs\/shopify-netsuite-integration\/general-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"NetSuite Integration for Shopify \u2014 Complete Setup &amp; User Guide - TechMarbles Products\" \/>\n<meta property=\"og:description\" content=\"NetSuite Integration \u2011 TM\u00a0by\u00a0TechMarbles\u00a0is an enterprise-grade, two-way connector between\u00a0Shopify\u00a0and\u00a0Oracle NetSuite. It automatically syncs\u00a0orders, inventory, prices, products, and customers\u00a0in both directions, and supports advanced commerce scenarios \u2014\u00a0Shopify Markets,\u00a0B2B Company Catalogs,\u00a0POS orders,\u00a0purchase orders, multi-location inventory, multi-currency pricing, and\u00a0conditional field mapping\u00a0\u2014 so you never re-key data between your storefront and your ERP. Built for high-volume enterprises and growing ... 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