Connect your NetSuite instance to Equals

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. You can also create Reports to bring your custom NetSuite reports into Equals.

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

Enabling API connections in NetSuite

To begin, log in to NetSuite and select Setup from the toolbar, then Company > Enabled Features.

Here, you'll click on the SuiteCloud tab. Under SuiteTalk (Web Services), 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.

Finding your Account ID

Your Account ID can be found in your NetSuite URL, which should look something like this: In this example, your Account ID is the first string (1234567).

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

Obtaining your NetSuite Client ID and Client Secret key

Once you have logged into your NetSuite account, 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, check Token-based authentication and uncheck TBA: Authorization Flow. Under the OAuth 2.0 header, uncheck Authorization Code Grant. Your final configuration should look like this:

Click Save. A Client ID key and Client Secret key will populate below (note: this will only be visible once, so be sure to copy this to enter into the Equals datasource setup page).

Creating a Role

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
  • SOAP Web Services.

Creating a User

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 this:

Then select Save.

Creating a Token ID and Token Secret

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.

Setting up Reports

After you've successfully connected to NetSuite, click on New next to the Reports listing. 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.