NetSuite

This is a Financial Discovery Integration.

• This integration collects 3 years of history by default upon first connection.

Collect Required Information from Vendor

Enable Required Features

1. Go to Setup > Company > Enable Features.
   

2. Go to Suite Cloud.
   

3. Under SuiteTalk (Web Services), enable REST Web Services.
   

4. Under Manage Authentication, enable OAuth2.0.
   

5. Save changes. These may take up to 24 hours to propagate.

Create an Integration Record for API Authentication

1. Go to Setup > Integration > Manage Integrations > New.
   

2. Provide details about the Integration:

   

   1. Enter a name of Calero SaaS Management.

   2. Under OAuth2, select Authorization Code Grant.

   3. Set the RREDIRECT URI to either:

      • IF USA HOSTED -> https://hydra-gateway-a2.calero.com/OAuthGateway/redirect

      • IF EU HOSTED -> https://hydra-gateway-e1.calero.com/OAuthGateway/redirect

   4. Under Scope, select REST Web Services.

   5. Save your changes.

3. Scroll to the bottom of the page.

4. Copy/save the following field(s) for use when onboarding this Integration:
   

   • Consumer Key/Client ID

   • Consumer Secret/Client Secret

Create a Custom Role for Read-Only Access

1. Go to Setup > Users/Roles > Manage Roles > New.
   

2. Enter a name of Calero SaaS Management.

3. Under Subsidiary Restrictions, select All.
   

   • Otherwise, select the in-scope Subsidiaries.
     

4. On the Permissions sub-tab, add permissions under relevant categories. Use View level only for read access.

   • Transactions (All as view only)
     

     • Find Transactions

     • Bills

     • Invoice

     • Credit Card

     • Make Journal Entry

   • Reports
     

     • SuiteAnalytics Workbook

   • Lists
     

     • Accounts

     • Amortization Schedules

     • Vendors

     • Currency

     • Departments

   • Setup
     

     • Log in using OAuth 2.0 Access Tokens

     • REST Web Services

     • Manage Accounting Periods

     • Bulk Manage Roles

5. Save your changes.

Create User/Assign the Role to an Integration User

You can avoid creating a new user by assigning this role to an existing user. Simply edit the user record and add it on the Access tab following step 3 below, or create a new user following the instructions below and assign the role.

1. Go to Lists > Employees >Employees> New (or edit an existing employee record for the integration user).

2. Enter or edit:

   • Name — Calero SaaS Management

   • Email — Enter an email address you can access.

3. On the Access sub-tab, select Give Access.
   

4. Set the Password configuration, as desired.
   

5. Assign your custom role created above (Calero SaaS Management).
   

6. Save your changes.

7. Copy/save the following field(s) for use when onboarding this Integration:

   • Consumer Key

   • Consumer Secret

   • NetSuite Account ID

     EXAMPLE:

     https://ACCOUNT_ID.app.netsuite.com/

Onboard This Discovery Integration