Getting Your NetSuite Credentials

A few fields need to be configured in NetSuite to set up the NetSuite integration with Quartzy. This guide walks you through how to create the integration record in NetSuite, configure it with the appropriate permissions, and capture the necessary credentials.

  • This process must be done separately for both the sandbox environment for testing and the production environment for deployment.
  • Your NetSuite account must have token-based authentication enabled. 
  • The user who sets up these values up requires a NetSuite administrator account.

Find your NetSuite Account ID

1. Navigate to Setup > Integration > Web Services Preferences.
navigate_account_id.png

2. Your Account ID is listed at the top of the page.
Account_ID.png

 

Create a Role for Quartzy

1. Navigate to Setup > Users/Roles > Manage Roles > and click New.
navigate_roles.png

2. Add a name ("Quartzy Integration" is a good option)

3. Set the Transactions permissions:

  • Transactions | PurchaseOrder => Full
    role___transactions.png

4. Set the Lists permissions:

  • Lists | Documents and Files => Full
  • Lists | Items => View
  • Lists | Vendors => View
    role___lists.png

5. Set the Setup permissions:

  • Setup | Custom Fields => View
  • Setup | Custom Item Fields => View
  • Setup | Custom Transaction Fields => View
  • Setup | Log in using Access Tokens => Full
  • Setup | SOAP Web Services => Fullrole___setup.png

6. Click Save to create the Role record.

 

Get the Consumer Key and Consumer Secret Values

1. Navigate to Setup > Integration > Manage Integrations > and click New.
navigate_new_integration.png

2. Add a name ("Quartzy Integration" is a good option).

  • Make sure "Token-based Authentication" and "User Credentials" are both selected.
  • No other checkboxes can be selected.

3. Click Save to create the Integration record.

4. Critical step - capture the Consumer Key and Consumer Secret values. 

Important: These fields are only shown once and will not be accessible after you leave the page.
consumer_keys.png

 

Create the Tokens

1. Navigate to the main Dashboard > Settings on the lower left corner > and click Manage Access Tokens.
navigate_settings.png

2. Click New My Access Token.
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3. Enter a name and click Save to create the Tokens.

4. Critical step - capture the Token ID and Token Secret values. 

Important: These fields are only shown once and will not be accessible after you leave the page.
tokens.png

 

Share the Credentials

1. The Quartzy Implementations team will set up a secure 1Password vault and give you access. 

2. Add the Account ID, Consumer Key, Consumer Secrete, Token ID, and Token Secrete values under the appropriate Sandbox/Production section. 

3. The Quartzy implementations team will input your credentials and activate the integration.

 

Next Up: Learn how to sync POs to NetSuite in Quartzy 

 

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