How to obtain and share your NetSuite credentials with Quartzy

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.

Requirements

• 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.

This guide includes detailed instructions for each step required. Steps are listed below: 

• Find your NetSuite Account ID

• Create a Role for Quartzy

• Capture the Consumer Key and Consumer Secret Values

• Create the Tokens

• Share the Credentials with Quartzy

Find your NetSuite Account ID

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

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

 

Create a Role for Quartzy

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

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

3. Set the Transactions permissions:

• Transactions | Purchase Order => Full
• Transactions | Item Receipt => Full
  
  

4. Set the Lists permissions:

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

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 => Full
  

6. Click Save to create the Role record.

 

Capture the Consumer Key and Consumer Secret Values

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

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.

 

Create the Tokens

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

2. Click New My Access Token.

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.

 

Share the Credentials with Quartzy

1. Open onetimesecret.com

2. Paste in the information and credentials you just obtained:

• Account ID
• Consumer Key
• Consumer Secret
• Token ID
• Token Secret

3. Click Create secret link

3. Copy the highlighted URL under the "Share this link" header and email it to your implementation partner. The link will expire after it has been viewed, and additional restrictions like a password can be added as well.

 

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

 

More questions? Contact us