{"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":"2025-08-05T13:25:35","modified_gmt":"2025-08-05T13:25:35","slug":"general-settings","status":"publish","type":"docs","link":"https:\/\/techmarbles.com\/products\/docs\/shopify-netsuite-integration\/general-settings\/","title":{"rendered":"NetSuite Integration for Shopify"},"content":{"rendered":"\n<p class=\"has-contrast-color has-text-color has-link-color wp-elements-a754d14e9fb38b5dfe6fce0abed9f2d0\">The<strong>&nbsp;<\/strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-primary-color\"><strong>NetSuite Integration for&nbsp;Shopify<\/strong>&nbsp;<\/mark>plugin 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\n\n\n<blockquote class=\"wp-block-quote is-style-default info-block is-layout-flow wp-block-quote-is-layout-flow\">\n<p>To establish the connection between NetSuite and Shopify &#8220;<strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-primary-color\">General Settings<\/mark><\/strong>&#8221; are the most important.<\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:44px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">General Settings<\/h4>\n\n\n\n<p class=\"has-contrast-color has-text-color has-link-color wp-elements-bbfdd5f4409f3985c2f123dd78836880\">To establish a connection between <kbd>NetSuite<\/kbd> and <kbd>Shopify<\/kbd>, the following values are required:<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<ol class=\"wp-block-list has-contrast-2-color has-text-color has-link-color wp-elements-73921d28528bf8d623f67b53fcc8388a\">\n<li>NetSuite Host URL<\/li>\n\n\n\n<li>NetSuite Account ID<\/li>\n\n\n\n<li>NetSuite Consumer Key<\/li>\n\n\n\n<li>NetSuite Consumer Secret<\/li>\n\n\n\n<li>NetSuite Token ID<\/li>\n\n\n\n<li>NetSuite token Secret<\/li>\n<\/ol>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:17px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">1. The first step is to get the NetSuite Host URL and NetSuite Account ID<\/h4>\n\n\n\n<p>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=\"528\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/accountID-1024x528.png\" alt=\"\" class=\"wp-image-8513\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/accountID-1024x528.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/accountID-300x155.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/accountID-768x396.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/accountID.png 1378w\" 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=\"188\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/companyURL-1024x188.png\" alt=\"\" class=\"wp-image-8515\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/companyURL-1024x188.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/companyURL-300x55.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/companyURL-768x141.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/companyURL.png 1427w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\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>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 Shopify NetSuite\u201d)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"288\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/applicationName-1024x288.png\" alt=\"\" class=\"wp-image-8517\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/applicationName-1024x288.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/applicationName-300x84.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/applicationName-768x216.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/applicationName.png 1408w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\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=\"384\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/AUTHENTICATION-1024x384.png\" alt=\"\" class=\"wp-image-8518\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/AUTHENTICATION-1024x384.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/AUTHENTICATION-300x112.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/AUTHENTICATION-768x288.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/AUTHENTICATION.png 1422w\" 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-full\"><img loading=\"lazy\" decoding=\"async\" width=\"727\" height=\"290\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/consumerKey.png\" alt=\"\" class=\"wp-image-8519\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/consumerKey.png 727w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/consumerKey-300x120.png 300w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><\/figure>\n\n\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\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>Follow these steps to retrieve the Token ID and Token Secret:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-style-default info-block is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Note:<\/strong> make sure your current user role has the required <a href=\"#permission\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-contrast-color\">permissions<\/mark><\/a> to<\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Home<\/strong> icon &gt;&gt; <strong>Dashboard<\/strong><\/li>\n\n\n\n<li>Click on <strong>Manage Access Tokens<\/strong><\/li>\n\n\n\n<li>Click on <strong>New My Access Token<\/strong> button<\/li>\n\n\n\n<li>Select the Application name that you have created in New Integration form<\/li>\n\n\n\n<li>Click the Save button, and you will get the Token ID and Token Secret<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"460\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Access-Token-NetSuite-Arizona-Restaurant-Supply-Inc-1024x460.png\" alt=\"\" class=\"wp-image-8520\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Access-Token-NetSuite-Arizona-Restaurant-Supply-Inc-1024x460.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Access-Token-NetSuite-Arizona-Restaurant-Supply-Inc-300x135.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Access-Token-NetSuite-Arizona-Restaurant-Supply-Inc-768x345.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Access-Token-NetSuite-Arizona-Restaurant-Supply-Inc.png 1430w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copy the Token ID and Token Secret and paste it into Shopify<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">4. Notification Email<\/h4>\n\n\n\n<p class=\"has-contrast-color has-text-color has-link-color wp-elements-663028be280575bc36d546a41325161f\">Enter the email at which you want to get the notifications related to the application. <\/p>\n\n\n\n<p class=\"has-contrast-color has-text-color has-link-color wp-elements-d6a79263fae5f8c70d388e1c071b1150\" id=\"block-3953fb70-5a51-446f-8a56-ee3095253bb5\">After saving the NetSuite API connection, the General Configuration window will open.and select. SKU Mapping Field and Price Level Name (optional)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"802\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/image-1024x802.png\" alt=\"\" class=\"wp-image-8528\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/image-1024x802.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/image-300x235.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/image-768x601.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/image-1536x1203.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/image.png 1642w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"block-3953fb70-5a51-446f-8a56-ee3095253bb5\">Adding a user<\/h4>\n\n\n\n<p><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-contrast-3-color\">Required User Role Permissions:<\/mark><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to Setup \u2192 <kbd>User Roles<\/kbd> \u2192 <kbd>Manage Roles<\/kbd><\/li>\n\n\n\n<li>Select your user role and check the permissions if they are as mentioned below. If not, click &#8220;Edit&#8221; and change the permission levels, as explained in the following steps:<\/li>\n\n\n\n<li>Under TRANSACTION Tab, set permission levels for the fields as mentioned below:\n<ul class=\"wp-block-list\">\n<li><strong>Sales Order<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>Item Fulfilment<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>Fulfil Sales Order<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>Cash Sales<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>Find Transaction<\/strong> &#8211; Full<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Under REPORTS Tab, set permission levels for the fields as mentioned below:\n<ul class=\"wp-block-list\">\n<li><strong>SuiteAnalytics Workbook<\/strong> &#8211; Full<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Under LIST Tab, set permission levels for the fields as mentioned below:\n<ul class=\"wp-block-list\">\n<li><strong>Items<\/strong> &#8211; View<\/li>\n\n\n\n<li><strong>Location<\/strong> &#8211; View<\/li>\n\n\n\n<li><strong>Currency<\/strong> &#8211; View<\/li>\n\n\n\n<li><strong>Promotions<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>Shipping items<\/strong> &#8211; View<\/li>\n\n\n\n<li><strong>Customer <\/strong>&#8211; Full<\/li>\n\n\n\n<li><strong>Shipping Items<\/strong> &#8211; View<\/li>\n\n\n\n<li><strong>Units<\/strong> &#8211; Full<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Under SETUP Tab, set following mentioned permission levels, to the below fieldsCompany information:\n<ul class=\"wp-block-list\">\n<li><strong>REST Web Services<\/strong>\u00a0\u00a0 &#8211; Full<\/li>\n\n\n\n<li><strong>User Access Tokens<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>Integration Application<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>SOAP Web Services<\/strong> &#8211; Full<\/li>\n\n\n\n<li><strong>Accounting Lists<\/strong> &#8211; Full<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click Save<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Creating roles on NetSuite:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To create a new Role, navigate through the following steps in NetSuite.<\/li>\n\n\n\n<li>Setup <strong>><\/strong> User Roles <strong>><\/strong> Manage Roles > New.<\/li>\n\n\n\n<li>Enter the name of the Role.<\/li>\n\n\n\n<li>In the CENTRE TYPE field select ACCOUNTING CENTRE in General settings.<\/li>\n\n\n\n<li>Check option DO NOT RESTRICT EMPLOYEE FIELDS in General settings.<\/li>\n\n\n\n<li>In SUBSIDIARY RESTRICTIONS check the option SELECTED.<\/li>\n\n\n\n<li>In AUTHENTICATION enable option WEB SERVICES ONLY ROLE.<\/li>\n\n\n\n<li>Assign the above mentioned <a href=\"#permission\">permissions<\/a> to the user role<\/li>\n\n\n\n<li>Click Save<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The&nbsp;NetSuite Integration for&nbsp;Shopify&nbsp;plugin 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. To &#8230; <a title=\"NetSuite Integration for Shopify\" class=\"read-more\" href=\"https:\/\/techmarbles.com\/products\/docs\/shopify-netsuite-integration\/general-settings\/\" aria-label=\"Read more about NetSuite Integration for Shopify\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4897,"menu_order":0,"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 v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>NetSuite Integration for Shopify - 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 - TechMarbles Products\" \/>\n<meta property=\"og:description\" content=\"The&nbsp;NetSuite Integration for&nbsp;Shopify&nbsp;plugin 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. To ... 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