NetSuite

Connecting NetSuite to Stack AI (Token-Based Authentication)

This guide walks through setting up a NetSuite Token-Based Authentication (TBA) connection so StackAI can read and/or write data in your NetSuite account.

Note: Our most popular NetSuite action is Custom SuiteQL, shown below:

By the end of this guide you'll have collected five values to paste into Stack AI to establish the connection:

Step 1: Enable the required features

Go to Setup -> Company -> Enable Features:

Make sure you have SuiteAnalytics Workbook, Token-Based Authentication, and REST Web Services all enabled for your account:

Step 2: Find your Account ID

Go to Setup -> Company -> Company Information:

Jot down your Account ID shown here:

Step 3: Register StackAI as an Integration Record

Go to Set up -> Integration -> Manage Integrations -> New

Give it a name, and check "TOKEN-BASED AUTHENTICATION". Uncheck anything in the OAuth 2.0 section - this integration used TBA only.

Hit Save -> Then jot down the consumer key and consumer secret (it is only shown once):

Step 4: Create a role with the right permissions

Go to Setup -> Users/Roles -> Manage Roles -> New

Create a new role:

Enter a name
Select "All" for Accessible subsidaries
Select "WEB SERVICES ONLY ROLE" in the Authentication section. (You can put anything for center type since this is a web services only role)

Set the following permissions for the integration to work:

SuiteAnalytics Workbook (Reports sub-tab)
Log in using Access Tokens (Setup sub-tab)
REST Web Services (Setup sub-tab)

Step 5: Assign the role to a user

Go to Lists -> Employees -> Employees -> Search

Search for the user you want to assign the role to:

Click Edit:

Check "Give Access"
Add the role you created in Step 4
Hit Save

Important Note! You need to make sure the user who is logged into netsuite UI has "Access Token Management" permission for the next step. This can be assigned to the user as a global permission, or it can be added to the administrator role and the user could be assigned the administrator role in the screenshot above.