🔗 NetSuite: Integration Setup and Connection
To start using the NetSuite integration, you need to connect your NetSuite environment to Optiply. Because NetSuite uses highly secure Token-Based Authentication (TBA), the setup process requires you to generate specific credentials within NetSuite before entering them into Optiply.
You will need to gather 5 specific credentials:
NetSuite Account ID
Consumer Key
Consumer Secret
Token Key (Token ID)
Token Secret
Phase 1: Gathering NetSuite Credentials
Step 1: Find Your NetSuite Account ID
In NetSuite, go to Setup > Company > Company Information.
Locate the Account ID in the right-hand column of the page. Save this value.
Step 2: Generate Consumer Key & Consumer Secret
These keys are generated by creating a new Integration Record.
Go to Setup > Integrations > Manage Integrations > New.
Fill in the following details:
Name: Choose a recognisable name (e.g., "Optiply Integration").
State: Enabled
Authentication: Tick the Token-Based Authentication box.
Click Save.
⚠️ Crucial Step: After saving, the page will display your Consumer Key and Consumer Secret. Copy and save them immediately—for security reasons, NetSuite will not display them again.
Step 3: Generate Token Key & Token Secret
To generate these tokens, you first need to create a dedicated Integration Role and assign it to a user.
Create the Role
1.Head to Setup > Users/Roles > Manage Roles > New
2. Setup > Users/Roles > Manage Roles > New
On the new role page, choose a name for your integration role
3. Name the Integration Role
Now you can configure the minimum permissions:
Setup - User Access Token (Full)
Setup - SOAP Web Services (Full)
Setup - Log in using Access Tokens (Full)
Setup - Integration Application (Full)
Setup - REST Web Services (Full)
Setup - Access Token Management (Full)
4. Add minimum permissions to use the API
Add the permissions you need to access relevant data in: Accounts, Vendors, InventoryTransfer, InventoryAdjustment, PriceLevel, Items, InventoryItem, ItemAccountMapping, ItemFulfillment, ItemReceipt, SalesOrders, PurchaseOrder sections. See a full list of available objects in the NetSuite docs
Permissions to access specific objects
Once you’re ready, press Save
Assign the Role to a User
If you would like to create a new User for the Integration, head to Lists > Employees > Employees > New
2. Lists > Employees > Employees > New
Alternatively, if you already have a User you’d like to use ready, head to Lists > Employees > Employees > Search and open the user.
3. Lists > Employees > Employees > Search
Once you have opened the relevant user, and select Edit
4. Edit Employee
Scroll down to the Access > Roles tab, and add our new Integration Role to the list
5. Add Integration Role to User
Press Save
Generate the Access Token Key/Secret Pair
The final step is to generate the Access Token Key/Secret Pair for the User.
Head to Setup > Users/Roles > Access Tokens > New
2. Setup > Users/Roles > Access Tokens > New
On the Access Token page, select the Integration Record (Application Name), User, and Role we just set up
3. Access Token Page
Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page:
All done!
Phase 2: Connecting in Optiply
Now that you have all 5 pieces of information, you can establish the connection in Optiply.
Log in to your Optiply application.
Navigate to Settings > Integrations in the left-hand menu.
Click the Add a source button.
4. A pop-up will appear showing all available integrations. Search for NetSuite, click the logo, and select Next.
5. Fill in the credentials you gathered:
NetSuite Account ID
NetSuite Consumer Key
NetSuite Consumer Secret
NetSuite Token Key
NetSuite Token Secret
6. After all the information is filed in click "Connect" and that is it!
Your connection is now established, and the synchronisation process will begin.
If you have any questions, please reach out to us at support@optiply.nl or by chat message. We are more than happy to answer all your questions!
❓ Frequently Asked Questions (FAQs)
I forgot to copy my Consumer or Token Secret. What do I do?
NetSuite only displays these secrets once upon creation. If you lose them, you must edit the Integration Record to regenerate the Consumer credentials, or create a new Access Token to get a new Token ID/Secret pair.
Why do I need to create a specific role?
Creating a dedicated role ensures Optiply only has the exact permissions necessary to sync inventory and order data (Principle of Least Privilege). It also makes it easier to track integration activity in your NetSuite system logs.
Need more help?
If you encounter any permission errors or need assistance during setup, please reach out to us at support@optiply.nl or via the in-app chat message. We are more than happy to help!