Creating an external connection to NetSuite requires some initial configuration in NetSuite. This article explains the necessary steps in order to connect Trelica to NetSuite.
You must be in a NetSuite Administrator role in order to configure NetSuite to allow Trelica to connect to it.
Log in to NetSuite.
Go to Setup > Company > Enable Features.
Under the SuiteCloud sub-tab:
- In the SuiteTalk (Web Services) field group, ensure that REST Web Services is checked
- In the Manage Authentication field group, ensure that Token Based Authentication is checked
Go to Setup > Users/Roles > User Management > Manage Roles > New. (or search for
new rolein the global search).
Give the role a descriptive name, such as Trelica Integration Role.
Under the Authentication field group, make sure Web Services Only Role is unchecked, as this does not work with OAuth1a.
Now go to the Permissions sub-tab and select the following permissions:
Audit Trail (View)
Enter Vendor Credits (View)
Expense Report (View)
Find Transaction (View)
Purchase Order (View) Make Journal Entry (View)
Account Detail (View) Accounts Payable (View) Amortization Reports (View)
SuiteAnalytics Workbook (View)
Transaction Detail (View)
Purchase Order Reports (View)
Accounts (View) Amortization Schedules (View) Items (View) Currency (View) Departments (View) Employees (View)
Employee Record (View)
Expense Categories (View) Vendors (View)
REST Web Services (Full)
User Access Tokens (Full)
Log in using Access Tokens (Full)
Access Token Management (Full)
View Login Audit Trail (Full)
NetSuite lets you restrict access to subsidiaries and accounts. Unless you have a specific reason to restrict the data you are requesting, please ensure that:
Subsidiary Restrictions > Accessible Subsidiaries - set to All Under Accounting Books,
Accounting Books > Selected Accounting Books - set to All
You can associate the newly created Trelica role with an existing employee account, but our general recommendation is to use a Trelica specific account.
Go to Lists > Employees > Employees > New (or search for
page:employeesin the global search).
Give the Employee a descriptive name and ID, (e.g.
Under the Access sub-tab, assign the newly created Trelica role.
The Trelica integration user will count towards your available user licenses.
Go to Setup > Integration > Manage Integrations > New (or search for
page:integrationsin the global search)
Trelica Spend Data Integration
10 (suggested, or a value under the Max Concurrency Limit)
Now go to the Authentication sub-tab,
Find the Token-based Authentication field group and fill in the following fields:
TBA Authorization Flow
If your data is hosted in our EU cloud then please substitute
https://app.trelica.comin the redirect URI.
Make sure that nothing is checked or entered in the OAuth2.0 and User Credentials field groups.
Click Save. On the confirmation screen, copy the following that you will need to authenticate:
- Consumer Key (or Client ID)
- Consumer Secret (or Client Secret)
If you forget to copy these, you can always edit the Integration Record and regenerate new details.
Go to Setup > Integration > Webservice Preferences
Copy your Account ID and keep a note of it as you will need to enter it into Trelica.
If you received an email asking you to set up the integration, then just click on the link, otherwise login to Trelica and go to Admin > Integrations to get started.
In the Search... box, just type in NetSuite.
Then click on the NetSuite logo to get started, and on the next screen click Connect:
Now enter the Account ID, Consumer Key and Consumer Secret that you generated in NetSuite.
If you're connecting to a sandbox, please enter the Account ID with a hyphen rather than an underscore, e.g.
You will then need to login to NetSuite.
Once logged in, you will be asked to confirm that Trelica is allowed to access your NetSuite account.
You will be taken back to Trelica and Trelica will start to request data from NetSuite. This may take some time but happens in the background, so you can freely navigate away from the page and come back later to check on progress.
You can regenerate them by editing the integration record: