NetSuite Account Access

Here are the steps required for connecting NetSuite to FarApp:

  1. Enable Web Services in NetSuite
    Go to Setup -> Company -> Enable Features, and select the SuiteCloud tab. In the section SuiteTalk (Web Services), make sure the Web Services checkbox is checked. If not, check the box, and save your settings.

     

  2. Go to the FarApp dashboard at https://app.farapp.com/dashboard, click ‘Edit’ for the NetSuite connector, and enter your NetSuite account information. Please note that you can add multiple NetSuite logins on this page. Unless you have a SuiteCloud Plus license, most NetSuite accounts only allow a single concurrent session to NetSuite. If you process a large number of transactions (1000+/day) or have a lot of SKUs (50,000+), it may benefit you to enter more than one NetSuite login. If you have SuiteCloud Plus, please let us know so that we can configure your account to take advantage of multiple concurrent sessions. Here are instructions on the fields required on this page:
    1. Account Number
      You can find this information in NetSuite under Setup -> Integration -> Web Services Preferences
    2. Active
      Make sure to check this box for any additional logins that you want FarApp to use. If you want to deactivate one of these additional logins so that FarApp doesn’t use the login, you can either uncheck the box in the “Login Active” column or delete the row.
    3. Email
      This is the email account with which you log into NetSuite. It can be an account dedicated to FarApp (e.g. farapp@yourdomain.com) or it can be one of your existing accounts. FarApp uses web services to communicate with NetSuite. Since web services sessions don’t conflict with interactive sessions, you can be logged into NetSuite at the same time as FarApp. The only benefit to providing FarApp its own credentials is if you want to control permissions separately for FarApp and/or if you want to be able to view the history of changes made by each user in NetSuite. If you do decide to provide FarApp its own unique login, please use your own domain (e.g. farapp@yourdomain.com) and not the “farapp.com” domain.
    4. Password
      This is the password associated with this NetSuite account.
    5. Role ID
      This is the internal ID of the NetSuite role you want to assign to this login. You can find the IDs in the table under Setup -> Integration -> Web Services Preferences. If you choose not to assign the administrator role (usually internal ID 3) to FarApp, then you’ll want to make sure FarApp has enough permissions to be able to perform basic functions. In this case, here is a guideline for the necessary permissions:
      • Required Permissions
        Lists > Accounts Full
        Lists > Customers Full
        Lists > Items Full
        Lists > Locations View
        Lists > Payment Methods View
        Lists > Documents and Files Full
        Transactions > Sales Order Full
        Transactions > Sales Order Approval Full
        Transactions > Find Transaction Full
        Transactions > Item Fulfillment View
        Setup > Web Services Full
        Setup > Accounting Lists View
        Setup > Custom Item Fields View
        Setup > Custom Transaction Fields Full
        Setup > Custom Fields Full
        Setup > Custom Lists Full
        Setup > Custom Record Types Full
        Setup > Other Custom Fields View
        Setup > Other Lists View
        Setup > Custom Body Fields Full
      • Additional Permissions
        Lists > Currency View
      • Lists > Shipping Items View
      • Lists > Promotion View
      • Transactions > Invoice View
        Transactions > Fulfill Sales Orders View
        Transactions > Credit Memo Full
        Transactions > Return Authorization Full
        Transactions > Cash Sale View
        Transactions > Cash Sale Refund View
      • Additional Permissions for 3PL Integration
        Transactions > Fulfill Sales Orders Full
  3. Once you populate the information above, please click “Save Settings”. This will save the settings in FarApp and test them to make sure that FarApp can properly log into NetSuite.

Once you're done, return to the Quick Start Guide Here for the next step!

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