NetSuite SuiteTalk Setup Guide

Last updated: November 6, 2024

Pre-requisites

To establish the connection you will need:

  • A Netsuite admin

Data needed

In order to do the integration you will need to provide the following information to Aleph:

  • Account ID

  • Consumer key

  • Consumer secret

  • Token key

  • Token secret

  • Role Id

This setup guide will walk you through the process to create and access this information in Netsuite

Setup Steps

If you have never set up an integration. Please refer to our📄 Integrationsguide to learn how to set it any integration in Aleph

Obtain Account ID

  • Login into your NetSuite account

  • Go to Setup » Company » Company Information

  • Copy your Account ID (Realm) and paste in a safe place

Enable features

  • Go to Setup » Company » Enable Features

  • Click on Analytics tab

    • Check the box Suiteanalytics workbooks

  • Click on SuiteCloud tab

    • Scroll down to SuiteScript section

      • Check the boxes Clients suitescript and Server suitescriptc

    • Scroll down to SuiteTalk (web services) section

      • Check the boxes Soap web services and Rest web services

    • Scroll down to Manage Authentication section

      • Check the boxes Token-based authentication

  • Click save

Create a new Integration

  • Navigate to Setup > Integration > Manage Integrations > New

  • Make sure State is set up as enabled

  • Create a new integration

    • Name it “Aleph Integration”

    • Uncheck these two boxes:

      • TBA: Authorization Flow

      • Authorization Code Grant

    • Click save

  • After saving, copy and paste the Consumer Key and Consumer Secret into the setup form (as shown on the left)

Before leaving this screen, we recommend temporarily storing the Consumer Key and Consumer Secret until the Aleph integration is complete. Once you leave this screen, NetSuite will not let you retrieve these values again

Create a new Role

  • Navigate to Setup > Users/Roles > Manage Roles > New

  • Create a new Role

    • Name it “Aleph Role" 

    • Check the box Do not restrict employee fields

    • Further down on the page under the “Subsidiary Restrictions” header, select All

    • Further down, click Permissions and then add the following permissions

Tab

Permission

Lists

Accounts

Lists

Calendar

Lists

Classes

Lists

Companies

Lists

Contacts

Lists

Currency

Lists

Customers

Lists

Departments

Lists

Employees

Lists

Entity-Subsidiary relationship

Lists

Expense Amortization Plan

Lists

Expense Categories

Lists

Financial History

Lists

Fiscal Calendars

Lists

Items

Lists

Jobs

Lists

Locations

Lists

Perform Search

Lists

Subscriptions

Lists

Subsidiaries

Lists

Vendors

Lists

Work Calendar

Reports

Account Detail

Reports

Accounts Payable

Reports

Accounts Receivable

Reports

Balance Sheet

Reports

Budget

Reports

Cash Flow Statement

Reports

Expenses

Reports

Financial Statements

Reports

General Ledger

Reports

Income

Reports

Income Statement

Reports

Inventory

Reports

Payroll Journal Report

Reports

Purchase Order Reports

Reports

Purchases

Reports

Report Customization

Reports

Report Scheduling

Reports

Sales

Reports

SuiteAnalytics Workbook

Reports

Tax

Reports

Transaction Detail

Reports

Trial Balance

Setup

Accounting Book

Setup

Accounting Lists

Setup

Custom Body Fields

Setup

Custom Entity Fields

Setup

Custom Event Fields

Setup

Custom Item Fields

Setup

Custom Item Number Fields

Setup

Custom Lists

Setup

Custom Transaction Fields

Setup

Custom Transaction Forms

Setup

Custom Transaction Types

Setup

Log in using Access Tokens

Setup

Manage Accounting Periods

Setup

Override Period Restrictions

Setup

Period Closing Management

Setup

REST Web Services

Setup

Set Up Year Status

Transactions

Balancing Journals

Transactions

Bills

Transactions

Check

Transactions

Credit Card

Transactions

Credit Card Refund

Transactions

Credit Memo

Transactions

Credit Returns

Transactions

Currency Adjustment Journal

Transactions

Currency Revaluation

Transactions

Customer Deposit

Transactions

Customer Payment

Transactions

Customer Refund

Transactions

Deposit

Transactions

Deposit Application

Transactions

Enter Vendor Credits

Transactions

Expense Report

Transactions

Find Transaction

Transactions

Invoice

Transactions

Make Journal Entry

Transactions

Pay Bills

Transactions

Paycheck Journal

Transactions

Period End Journals

Transactions

Posting Period on Transactions

Transactions

Sales Order

Transactions

Sales Order Approval

Transactions

System Journal

Transactions

Transfer Funds

Transactions

Work Order Completion

  • After setting up the permissions, Click save

Add Roles to your Access Roles

  • Search for your name (or the name of any NetSuite admin at your company) in the Search Bar

  • Click Edit under your name

  • Select Access from the dark blue banner further down the page

    • Scroll down and look for roles

    • Add Aleph Role

    • Click Save

Create Access Token

  • Go to Setup » Users/Roles » Access Tokens » New

  • Select an Application Name

  • Under User select the user you assigned the role in previous steps

  • Inside Role select the one you created

  • Save changes

  • After that, Token ID and Token Secret will be showed once (copy them to the safe place)

As with the Consumer Key and Secret, we recommend temporarily storing the Token Key and Secret until the Aleph integration is complete