Oracle NetSuite

• Consumer Key
• Consumer Secret
• Token ID
• Token Secret

​

Pre-requisites

• You possess Administrator permissions in your company’s NetSuite instance or have access permissions shared with you by another user.

​

Install the Bundle

1

First Step

In your NetSuite account, navigate to Customization > SuiteBundler > Search & Install Bundles > List or search for Search & Install Bundles in the Search bar.

2

Second Step

Search for the RootFi Bundle or bundle ID 489902 using the Keyword box.

3

Third Step

Select the bundle and click Install.

4

Fourth Step

The bundle will begin installing and you maybe directed to the Installed Bundles page. It may take up to 5 minutes to install.

​

Create a new integration to generate the Consumer Key and Consumer Secret

1

First Step

Navigate to Setup > Integration > Manage Integrations > New to create a new integration.

2

Second Step

Create an integration with the below details:

• Any value can be populated in the NAME field
• The CONCURRENCY LIMIT should be left unpopulated
• Ensure the REST WEB SERVICES box is checked under SCOPE
• The TOKEN-BASED AUTHENTICATION and TBA AUTHORIZATION FLOW boxes should be checked
• Fill in the CALLBACK URL and REDIRECT URI with a value of [ROOTFI CALLBACK URL](ROOTFI CALLBACK URL)

3

Third Step

Save the integration to generate the Consumer Key and Consumer Secret. This will only be shown once, so store them in a secure place.

4

Fourth Step

The bundle will begin installing and you maybe directed to the Installed Bundles page. It may take up to 5 minutes to install.

​

Assign a user to the role

1

First Step

Navigate to Setup > Users/Roles > Manage Users or search Manage Users in the Search bar.

2

Second Step

In the Manage Users page, either select a user to assign the Role to.

3

Third Step

In the user’s employee record, click Edit and go to the Access tab. In your Access tab, go to Roles and select RootFi Role Permission.

​

Create an access token to get your Token ID and Secret

1

First Step

In your Setup tab, go to User Roles > Access Tokens > New or search New Access Token in the search bar to begin creating a New Access Token.

2

Second Step

Select the Application Name (name of the integration you created in Step 2), User and Role (RootFi Role Permission) and click Save to generate a new access token.

3

Third Step

Copy the Token ID and Token Secret provided. This will only be shown once, so store them in a secure place.

​

Finding your NetSuite Account ID

1

First Step

Log into your NetSuite portal

2

Second Step

Copy the subdomain of the URL at the top of your browser and enter it within the Connect Link. In the below screenshot it is 8635772-sb1.

​

Enter credentials in the Connect flow

• Consumer Key: Confirmation screen after creating the integration (Step 2)
• Consumer Secret: Confirmation screen after creating the integration (Step 2)
• Token ID: Confirmation screen after creating your Access Token (Step 3)
• Token Secret: Confirmation screen after creating your Access Token (Step 3)