This guide will walk you through the process of setting up an integration user on your NetSuite instance so that you can successfully connect to Dockwa and automatically sync your financial data between the two systems.
Create a new role
In NetSuite, log in as an administrator
Go to Setup -> Users/Roles -> Manage Roles -> New
Enter the role details
Select All under Accessible Subsidiaries
In the Permissions tab, select the permissions to grant
Minimum set of permissions needed for this role:
Object | Permission | Level |
Transactions | Make Journal Entry | Create |
Lists | Accounts Subsidiaries Departments Locations | View |
Setup | Accounting Lists Deleted Records Log in using Access Tokens REST Web Services SOAP Web Services | Full |
Reports | None |
|
Create a new user
Go to Lists -> Employees -> New
Enter the employee details
In the Access tab, select Give Access and Manually Assign or Change Password
Stay on the Access tab and go to Roles. Select the role that you created in the above step, then click Add
Create an Application
In NetSuite, log out as administrator and login as the newly created user
Go to Setup -> Integrations -> Manage integrations ->New
Enter the details.
Select Token-Based Authentication
Select Authorization Code grant
Select REST Web services
Callback URL:
https://unify.apideck.com/vault/callbackRedirect URI:
https://unify.apideck.com/vault/callback
Once saved, the Consumer Key and Consumer Secret will be generated. Save this information. You will need it in the final setup step.
Create Access tokens
Go to Setup -> Users/Roles -> Access Tokens -> New
Enter the details. Once saved, the Account Token ID and Secret will be generated. Save this information. You will need it in the final setup step.
Find your Account ID
Go to Setup -> Company -> Company Information
Copy the Account ID
Connect to Dockwa
In Dockwa, log in as an administrator or user with a finance role.
In the navigation bar, click Integrations
In the Setup tab, click Connect to NetSuite
Enter the Account ID, Consumer Key, Consumer Secret, Access Token ID and Access Token Secret
Congratulations! Your NetSuite instance is now connected to Dockwa.
Reference: Accounting Integrations