Skip to content

Connect to NetSuite

Overview

Authorizing NetSuite is a three-step process:

  1. Prerequisite For Using NetSuite Web Services.
  2. Creating Required NetSuite Credentials.
  3. Connect from SuiteMigration.

Step 1 — Prerequisite For Using NetSuite Web Services

To use the different NetSuite Web Services, you need to make sure their respective features are enabled in NetSuite before you connect from SuiteMigration.

  1. In NetSuite, go to Setup → Company → Enable Features.
  2. Open the SuiteCloud subtab.

    • In the SuiteTalk (Web Services) section, check:
      • SOAP Web Services
      • REST Web Services
    • In the Manage Authentication section, check:
      • Token-Based Authentication
      • OAuth 2.0

    Enable SuiteTalk Web Services and Manage Authentication features

  3. Open the Analytics subtab.

    • Check the SuiteAnalytics Workbook feature.

    Enable SuiteAnalytics Workbook feature

  4. Click Save.


Step 2 — Creating Required NetSuite Credentials

SuiteMigration uses NetSuite's Token-Based Authentication (TBA) features to connect to their API. The following NetSuite credentials are needed to make that connection:

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

Store these values somewhere secure. NetSuite shows each key or secret only once — if you lose it, you'll need to regenerate a new one.

Get the Account ID

  1. Go to Setup → Company → Company Information.
  2. On the Company Information page, you can see the Account ID value on the right column.

Create an Integration Record to Generate the Consumer Key and Consumer Secret

  1. Go to Setup → Integration → Manage Integrations → New.
  2. Fill in:
    • Name: SuiteMigration
    • State: Enabled
    • Note: (optional) "Used by SuiteMigration to migrate data."
  3. Under the Authentication tab:
    • Check Token-Based Authentication.
    • Under OAuth 2.0, check Authorization Code Grant.
    • Set Redirect URI to:
      https://app.suitemigration.com/connect-callback
      
    • Under Scope, check Rest Web Services.
  4. Click Save.

Integration record authentication settings

NetSuite will show a one-time page with a Consumer Key and Consumer Secret. Copy both values now — NetSuite will not show them again. Store them somewhere secure until you paste them into SuiteMigration.

Refresh Token Lifetime: By default, the OAuth 2.0 refresh token is valid for 7 days (168 hours). If your token expires before it is refreshed, you will need to reconnect.

  • Set the REFRESH TOKEN VALIDITY (IN HOURS) field to the desired value in hours.
  • Minimum: 1 (1 hour)
  • Maximum: 720 (30 days)

We recommend setting this to 720 to minimize the chance of an expired session.

Generate the Token ID and Token Secret

  1. On the NetSuite Home page (indicated with a Home icon), in the lower-left corner, there is a section called Settings. Towards the bottom of that, click Manage Access Tokens.
  2. Click New My Access Token.
  3. On the Access Token page select SuiteMigration (the integration record you created above).
  4. Click Save. Sensitive data will be shown when clicked.
  5. Copy the Token ID and Token Secret — they will appear only once. If you navigate away from the page you will have to recreate another access token.

Step 3 — Connect from SuiteMigration

  1. In SuiteMigration, open your migration.
  2. On the Source/Destination card, click Add Source/Destination.
  3. In the modal that opens, select Create a new Source/Destination Connection.
  4. Choose NetSuite as Source/Destination and click Next.
  5. On the Enter Credentials step, enter your NetSuite credentials:

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

    Enter NetSuite credentials in SuiteMigration

  6. Click Connect.

  7. Select the subsidiary on the next step.
  8. You should now see that SuiteMigration indicates a successful connection.

    Successful NetSuite connection shown on the migration Overview


Troubleshooting

If the connection fails, confirm:

  • One of the many checkboxes was checked or unchecked in NetSuite.
  • Your token credentials were entered correctly with no leading or trailing whitespace.

Contact support@suitemigration.com if you need help.