{"id":3892,"date":"2024-04-25T13:58:21","date_gmt":"2024-04-25T13:58:21","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=3892"},"modified":"2026-02-25T01:14:20","modified_gmt":"2026-02-25T01:14:20","slug":"how-do-i-connect-onsight-to-netsuite","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-connect-onsight-to-netsuite\/","title":{"rendered":"How do I connect Onsight to NetSuite?"},"content":{"rendered":"

Onsight’s custom integration for NetSuite connects to NetSuite using Token Based Authentication (TBA). The following process sets up ‘Token Based Authentication’, creates a ‘Role’ and a ‘User’ for the integration to use, creates an ‘Integration Application’ record and then generates a ‘Token ID’ and ‘Token Secret’ for the integration to use. <\/p>\n

Most of the steps in this process require a NetSuite login that has Administrator permissions. Please log into NetSuite with an Administrator account and then complete the steps listed below. If you do not have Administrator privileges, you will not be able to complete this process. <\/p>\n

Step 1: Enable the REST API Feature<\/h2>\n

Go to ‘Setup’ > ‘Company’ > ‘Enable Features’.
\nGo to the ‘SuiteCloud’ tab.
\nGo to the ‘SuiteTalk (Web Services)’ section.
\nEnable ‘REST Web Services’.<\/p>\n

If you are on an older version of NetSuite, you might also see these other two options and you should enable them as well:
\n‘REST Record Service’
\n‘REST Query Service’ <\/p>\n

Step 2:\u00a0Enable the Token-based Authentication Feature<\/h2>\n

Go to ‘Setup’ > ‘Company’ > ‘Enable Features’.
\nGo to the ‘SuiteCloud’ tab.
\nGo to the ‘Manage Authentication’ section.
\nEnable ‘Token Based Authentication’.<\/p>\n

Step 3:\u00a0Set Up Token-based Authentication Roles<\/h2>\n

Go to ‘Setup’ > ‘Users \/ Roles’ > ‘Manage Roles’ > ‘New’.
\nCreate a new role.
\nType in a name: ‘Onsight Integration Role’.
\nFor Center Type choose ‘Accounting center’.
\nGo to the Authentication section.
\nDisable ‘Web Services Only Role’. This allows us to be able to log in and troubleshoot issues. If you intend to link this role to one of your existing user accounts and you do not want to give us access to log in and troubleshoot issues then you can enable this flag.
\nFor ‘Two Factor Authentication’ choose ‘Not required’.<\/p>\n

Go to the ‘Permissions’ tab and then click through each of the sub-tabs and enable all of the permissions listed below.\u00a0Please also note that some are ‘View’ and some are ‘Full’. You need to specify these exactly as listed below.<\/p>\n

Transactions – Find Transaction – Full
\nTransactions – Invoice – Full
\nTransactions – Quote or Estimate – Full (it might be called either Quote or Estimate in your system)
\nTransactions – Sales Order – Full<\/p>\n

Reports –\u00a0SuiteAnalytics Workbook – Edit<\/p>\n

Lists – Classes –\u00a0View
\nLists – Contacts –\u00a0View
\nLists – Customer Profile –\u00a0View
\nLists – Customers –\u00a0Full
\nLists – Departments –\u00a0View
\nLists – Documents and Files –\u00a0View
\nLists – Employee Record (this is used to get the Sales Rep field) –\u00a0View
\nLists – Employees –\u00a0View
\nLists –\u00a0Gift Certificate – Full
\nLists – Items –\u00a0Edit
\nLists – Locations –\u00a0View
\nLists – Perform Search – Full
\nLists – Tax Records (to get taxes) –\u00a0View
\nLists – Tax Schedules\u00a0(to get taxes) –\u00a0View
\nLists – Units –\u00a0View<\/p>\n

Setup – Accounting Lists –\u00a0View
\nSetup – Custom Lists – View
\nSetup – Custom Fields – View
\nSetup – Customer Status – Full
\nSetup –\u00a0Log in using Access Tokens –\u00a0Full
\nSetup –\u00a0Records Catalog – View
\nSetup – REST Web Services –\u00a0Full
\nSetup – User Access Tokens –\u00a0Full<\/p>\n

Click ‘Save’.\u00a0<\/p>\n

Step 4:\u00a0Assign Users to the Token-based Authentication Role<\/h2>\n

You can use an existing user for the Token Based Authentication or you can create a new user. The benefit of creating a new user for us is that we can use this to get access to your NetSuite instance for troubleshooting purposes. The process below is to create a new user account for us. If you are using an existing user, you only need to assign the new role to the existing user. Do not follow the steps to create a new user. Whether you choose a new user for us or you choose an existing user, the integration will run as that user, and if the user is ever removed, the integration will stop working.<\/p>\n

Go to ‘Lists’ > ‘Employees’ > ‘Employees’ > ‘New’.
\nCreate a new user.
\nType in a name: ‘Onsight Integration User’.
\nFor the email address, type:\u00a0netsuite-xxxx-token@onsightapp.com where xxxx is an abbreviation of your company name.\u00a0
\nGo to the Access tab.
\nEnable ‘Give Access’.
\nClick ‘Manually assign password’.
\nType in a password.\u00a0\u00a0
\nDo NOT tick ‘Require password on next login’.
\nGo to the Roles sub-tab.\u00a0
\nSelect the ‘Onsight Integration Role’. Click Add.\u00a0
\nClick ‘Save’.\u00a0<\/p>\n

Step 5:\u00a0Create an Integration Application Record<\/h2>\n

Go to ‘Setup’ > ‘Integration’ > ‘Manage Integrations’.
\nClick ‘New’.
\nType in a name: ‘Onsight Integration’.
\nType in a description:\u00a0‘Integration for connecting to the Onsight B2B Sales App’.
\nFor ‘State’, choose ‘Enabled’.
\nGo to the ‘Authentication’ tab.
\nGo to the\u00a0‘Token-based Authentication’ section.
\nEnable ‘Token-based Authentication’
\nGo to the\u00a0‘User Credentials’ section.
\nEnable ‘User Credentials’.
\nEverything else in the ‘Authentication’ tab should NOT be enabled. Specifically, ‘TBA: Authorization Flow’ should not be enabled.
\nClick ‘Save’.<\/p>\n

IMPORTANT: At the very bottom of the screen, the confirmation page will display the Client Credentials (Consumer Key and Consumer Secret) for this new integration application.\u00a0This is never displayed again so you must immediately copy and paste it somewhere safe and then send it to us at the end of this process.\u00a0\u00a0<\/p>\n

Step 6: Create a Token ID and Token Secret<\/h2>\n

Go to ‘Setup’ > ‘Users\/Roles’ > ‘Access Tokens’.
\nClick ‘New Access Token’.
\nThe Access token page will display.
\nSelect the Application Name. Should be ‘Onsight Integration’.
\nSelect the User.\u00a0This should be the user that we created in the previous step: ‘Onsight Integration User’.\u00a0\u00a0
\nSelect the Role. This should be the role that we created in the previous step: ‘Onsight Integration Role’.\u00a0
\nThe Token Name is already populated by default with a concatenation of the ‘Application Name’, ‘User’, and ‘Role’.\u00a0You can change this if you wish.
\nClick ‘Save’.<\/p>\n

IMPORTANT: The confirmation page will display the ‘Token ID’ and ‘Token Secret’.\u00a0This is never displayed again so you must immediately copy and paste it somewhere safe and then send it to us at the end of this process.\u00a0\u00a0<\/p>\n

Step 7: Send us the integration connection details<\/h2>\n

Please send us the following six items: <\/p>\n