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NetSuite batch pipeline authentication guide

This is a step-by-step guide to acquiring the credentials needed to authorize a NetSuite Batch Pipeline to connect to your NetSuite account.

Acquire NetSuite credentials

  1. Navigate to the NetSuite portal and click Log In in the upper-right of the screen. Enter valid login credentials to continue.
  2. The browser will redirect to the NetSuite Home dashboard. On the header menu, click Setup → Company → Company Information.
  3. On the Company Information page, copy the ACCOUNT ID string, which is required to configure authentication in Data Loader.
  4. On the header menu, click Setup → Integration → Manage Integrations → New.
  5. On the Integration page, provide details for the following fields then click Save:
    • NAME: Provide a memorable name for the app.
    • CALLBACK URL: Enter https://{your-account}.dataloader.matillion.com/oauth_redirect.html, where {your-account} is your Data Loader account.
  6. The browser will then redirect to a page with a green banner that says Confirmation. This page will list the details of the newly created app. At the bottom of the screen, copy the strings for CONSUMER KEY and CONSUMER SECRET as they will be required to configure the OAuth in Data Loader.

:::info{title='Note'}

  • Make sure to copy the CONSUMER KEY and CONSUMER SECRET immediately as they will only appear once.

  • When copying these values, some browsers may add a space to the end of the string. Watch out for this as it will cause the credentials to fail. :::

  • On the header menu, click Setup → Company → Enable Features.

  • On the Enable Features page, click SuiteCloud. Then, scroll down to the SuiteScript section and select the checkboxes next to CLIENT SUITESCRIPT and SERVER SUITESCRIPT.
  • Scroll down further to the Manage Authentication section and select the checkbox next to TOKEN-BASED AUTHENTICATION. Then, click Save.
  • Click the Home icon to return to the Home dashboard. Then, in the Settings block on the left, click Manage Access Tokens.

:::info{title='Note'} The Home dashboard can be personalized, so you will need to add the Settings block to the dashboard if you can't currently see it. To add it to the dashboard, click Personalize in the top right of the screen and select Settings from the available options. :::

  1. On the My Access Tokens page, click New My Access Token.
  2. On the next screen, for APPLICATION NAME, select the integration app you created in step 5. The TOKEN NAME field will be automatically populated based on your selection and must not be edited. Then click Save.
  3. The browser will then redirect to a page with a green banner that says Confirmation. Details of the newly created access token will be listed. At the bottom of this page, copy the values for TOKEN ID and TOKEN SECRET, as they will be required to configure the authentication in Data Loader.

:::info{title='Note'} - Make sure to copy the TOKEN ID and TOKEN SECRET immediately, as they will only appear once. - When copying these values, some browsers may add a space to the end of the string. Watch out for this, as it will cause the credentials to fail. :::

Configuring Data Loader

To create a new OAuth in Data Loader, you will need to enter the details you have obtained from the above process. Using these details, complete the following properties in the Add new OAuth dialog:

Property Source
Client ID CONSUMER KEY from the NetSuite portal.
Client Secret CONSUMER SECRET from the NetSuite portal.
Account ID ACCOUNT ID from the NetSuite portal.
OAuth Access Token TOKEN ID from the NetSuite portal.
OAuth Access Token Secret TOKEN SECRET from the NetSuite portal.