The NetSuite integration uses NetSuite’s REST API to interact with Dotdigital. To authorise the calls, it uses NetSuite’s Token Based Authentication.

Learn more about Token Based Authentication in NetSuite's support documentation.

Before you start

Things you need to know:

You must complete the steps below prior to configuring the integration within Dotdigital.
You must have admin permissions for NetSuite to complete these steps.

1. Enable the REST API

Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Company > Enable Features.
Select the SuiteCloud tab.
Activate the following features:
1. Under SuiteTalk (Web Services), select the REST Web Services checkbox.
2. Under Manage Authentication, select the Token-based Authentication checkbox.
Select Save.

2. Create a role to give access to the REST API and Token Based Authentication

Setting up a role is optional, you can simply use an administrator user when asked to authenticate during the integration setup.

Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Users/Roles > Manage Roles.
Create a role called Dotdigital integration.
If you already have this role, you can select and edit it.
Select Permissions, then Setup.
Grant the below permissions, then select Save.

Category	Permission	Access level
Setup	Accounting Lists	View
Setup	Custom Body Fields	View
Setup	Custom Column Fields	View
Setup	Custom Entity Fields	View
Setup	Custom Fields	View
Setup	Custom Item Fields	View
Setup	Custom Lists	View
Setup	Custom Record Types	View
Setup	Custom Transaction Fields	View
Setup	Customer Status	Full
Setup	Deleted Records	View
Setup	REST Web Services	Full
Setup	Set Up Company	View
Setup	Set Up Web Site	Full
Setup	User Access Tokens	Full
Reports	SuiteAnalytics Workbook	Edit
Lists	Contact-Subsidiary relationship	View
Lists	Contacts	Full
Lists	Currency The multi-currency feature must be enabled in NetSuite, even if only using a single currency, otherwise the permission is hidden.	Edit
Lists	Customers	Full
Lists	Documents and Files	View
Lists	Entity-Subsidiary relationship View	Full
Lists	Items	Full
Lists	Locations	View
Lists	Payment Methods	Full
Lists	Perform search	Full
Lists	Record Custom Field	Full
Lists	Shipping Items	Full
Lists	Subsidiaries The Subsidiaries feature must be enabled in NetSuite, otherwise the permission is hidden.	Full
Transactions	Customer Deposit	Full
Transactions	Customer Payment	Full
Transactions	Customer Refund	Full
Transactions	Find Transaction	Full
Transactions	Sales Order	Full

3. Assign the role to a NetSuite user for the integration to use

To use the integration, you must have a NetSuite user with the correct permission level to access and update all the data you want to sync with Dotdigital, such as:

Items
Contacts
Customers
Prospects
Leads

You can either create a new user, or use an existing one with sufficient permissions. You must grant the Dotdigital integration role to your chosen NetSuite user in order to allow it to be used by the integration.

To do this:

Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Users/Roles > Manage Users.
Select the user you want to use with the integration, then select Edit.
Select the Access tab.
Assign the Dotdigital integration role you created in step 2 to the user in the Roles sub tab.
Select Save.

4. Enable Token Based Authentication

Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Integration > Manage Integrations.
To create the new integration, select New.
Set the Name to Dotdigital TBA.
Set State to Enabled.
You can add a Note and/or Description if you want to. This is optional.
In the Token-based Authentication section, select the Token-based authentication checkbox.
Select Save. The Client Credentials section displays the consumer key and secret. Note these down as you need them during the integration setup.

⚠️Client credentials

You must note these down and keep them securely as they are only displayed once.

5. Generate an Access Token for the integration to use

The integration requires an access token to be created for the user you assign the Dotdigital Integration role to in order to provide access using NetSuite’s REST API.

Sign in to NetSuite. You must sign in as a user with admin permissions.
From the top menu, go to Setup > Users/Roles > Access Tokens > New.
Select Dotdigital TBA from the Application Name drop down.
Select the user you assigned the Dotdigital Integration role to in the previous step.
Expand the Role drop-down menu and select Dotdigital Integration .
Optionally, update your Token Name.
Select Save.
The Token Id / secret section displays the token ID and secret. Note these down as you need them during the integration setup.

⚠️Token details

You must note these down and keep them securely as they are only displayed once.

6: Set up your authentication for the NetSuite Integration

Before you start

You need the following information to complete the next step. Most of this information is from the steps above, together with your NetSuite account ID.

The details you need are:

Your NetSuite account ID
Find this in your NetSuite URL. It's the first segment of the URL, for example: https://12312345.app.netsuite.com/app/center/card.nl?sc=-29&whence=
Account ID: 12312345
The Consumer key, from step 4
The Consumer secret, from step 4
Token ID, from step 5
Token secret, from step 5

In Dotdigital, go to Connect.
If you need to install the integration:
1. Select Integrations.
2. Select the CRM & CLM filter under Categories in the left side menu.
3. Select ADD for Oracle Netsuite Custom Authentication.
If you have the NetSuite integration already installed:
1. Select Oracle Netsuite Custom Authentication.
2. Select Settings.
Select New authentication.
Enter your connection details:
- Account ID
- Consumer key
  Or Client ID.
- Consumer secret
  Or Client Secret.
- Token ID
- Token secret
Select CREATE.
Select FINISH.

The authentication you just configured has been applied to the NetSuite Integration for you.

Next steps

Integrate NetSuite with Dotdigital.

NetSuite integration overview

Prepare your NetSuite environment for the Dotdigital integration

Integrate NetSuite with Dotdigital

Delete NetSuite data from Dotdigital

Update and upgrade the NetSuite to Dotdigital integration