To connect NetSuite to Equals you will need to take several sequential steps which include: enabling API connections in NetSuite, identifying your Account ID, creating a Client ID and Client Secret, and creating a Role and User to obtain your Token ID and Token Secret. Once you've connected successfully using this information, you'll be able to query all data from NetSuite. That said, you may want to create Reports from this screen to bring in your custom NetSuite reports.

Note: NetSuite is an enterprise connection so you'll be prompted to set up a call with our team before getting connected.

To begin, you'll need to log into NetSuite and select Setup from the toolbar, then Company and then Enabled Features.

Here, you'll want to click on the “SuiteCloud” tab. Under “SuiteTalk (Web Services), you'll want to enable “SOAP Web Services” and “REST Web Services”. Under "Manage Authentication", enable “Token-based authentication”. Your setup should look like the image below:

Once you've done this, scroll to the bottom of the page and select "Save".

Your Account ID can be found from the URL that you use when connecting to NetSuite. Notice that your URL looks something like "https://1234567.app.netsuite.com/app". Your Account ID is that first string (ex: 1234567).

You can also find your Account ID by navigating to Setup > Company > Company Information. There, you'll see your Account ID listed along with other company details.

Once you have logged into your NetSuite account, you'll need to navigate to Setup > Integration > Manage Integrations > New.

This will bring you to a new screen where you can name your integration. Under the "Authentication" header, you'll want to ensure that you check "Token-based authentication" and uncheck "TBA: Authorization Flow". Under the OAuth 2.0 header, you'll want to uncheck "Authorization Code Grant." Your final configuration should look like this:

Click "Save." Afterwards, you'll notice that a Client ID key and Client Secret key have populated below (note that this will only be visible once, so you'll want to copy this and enter it into the Equals datasource setup page).

Navigate to Setup -> Users/Roles -> Manage Roles. Next to your user's role listed, click "Customize." This will create a copy of your role, and you'll want to give this role a name (ex: "Equals Datasource"). Ensure that you add the following permissions necessary for API access: Log in using Access Tokens, REST Web Services and SOAP Web Services.

Navigate to Lists -> Employees -> Employees -> New. For the employee name, you'll want to use "Equals Datasource" or something similarly recognizable.

Finally, under the “Access” section, select “Give access." Still under “Access”, in the “Roles” section, add the role created above. Your setup should look like the image below:

Then select "Save."

Navigate to Setup -> Users/Roles -> Access Tokens > New. For “Application Name” select the Integration that was created above. For “User”, select the User that was created above. For “Role”, select the Role above that was assigned to the user. Give the token a name (ie. Equals Datasource Access Token).

Once you click "Save", you'll see the tokens revealed below. Record the Token ID and Token Secret (they won’t be shown again and these are the last details you'll need to enter into Equals).

Now you have all the data you need to enter into Equals and can click "Save and Test" on the Equals datasource page. This will reveal a new section titled "Synced reports." Clicking on "New" here will allow you to set up reports such as your Balance Sheet, General Ledger, etc.

After you've successfully connected to NetSuite, you'll want to click on "New" next to the "Reports" listing on this next screen. This will walk you through the creation of a "Saved Search" in NetSuite that will set up a process by which Equals ingests CSV files sent on a scheduled cadence by NetSuite, so that you receive this data in your spreadsheet seamlessly.

If you have any questions, don't hesitate to reach out to us via the Intercom or at help@equals.com.