NetSuite Query Authentication Guide

This is a step-by-step guide to acquiring credentials for authorizing the NetSuite Query component for use in Matillion ETL.

The NetSuite Query connector uses an OAuth for third-party authentication.

While connector properties may differ between cloud data warehouses, the authentication process remains the same.

Note

The NetSuite Query connector uses either a username and password or an OAuth for third-party authentication. This guide will only explain the OAuth method. Please read the Deprecation Warning in NetSuite Query for more information.

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Prerequisites

Begin by creating an OAuth entry in Matillion ETL, as described in Manage OAuth. You should then configure this OAuth entry using the NetSuite credentials, obtained as described below.

Ensure the NetSuite account used to configure authentication is either an administrator account or an account with full permission to set up integrated apps.

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Acquiring third-party credentials

1. Log in to the NetSuite portal.
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, as it will be required to configure the OAuth in Matillion ETL.
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 name for the app.
   • CALLBACK URL: Paste the Callback URL copied from the Manage OAuth window in Matillion ETL.
   • REDIRECT URI: Paste the Callback URL copied from the Manage OAuth window in Matillion ETL. This must be a https URL.
   • REST WEB SERVICES: Select this checkbox.
   • USER CREDENTIALS: Select this checkbox if you are using User Credentials to authenticate your NetSuite Query component in Matillion ETL. Don't select this checkbox if you are using OAuth 2.0 to authenticate your component.
6. Click Save.

7. 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 page, copy the strings for CONSUMER KEY and CONSUMER SECRET as they will be required to configure the OAuth in Matillion ETL.

   Warning

   • 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.

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

9. 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.
10. Scroll down further to the Manage Authentication section and select the checkbox next to TOKEN-BASED AUTHENTICATION. Then, click Save.

11. Click the Home icon to return to the Home dashboard. Then, in the Settings block on the left, click Manage Access Tokens.

    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 page and select Settings from the available options.

12. Now, on the My Access Tokens page, click New My Access Token.

13. On the next page, for APPLICATION NAME, select the integration app you created earlier. The TOKEN NAME field will be automatically populated based on your selection and must not be edited. Click Save.

14. 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 OAuth in Matillion ETL.

    Warning

    • 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.

15. On the header menu, click Setup → Users/Roles → Manage Roles and choose the role that will use the integration.

16. Click Edit to add permissions to the role.
17. On the Role page, click the Permissions tab, then click the Setup sub-tab.
18. Choose REST Web Services from the drop-down PERMISSION list.
19. The LEVEL field should display Full. If it doesn't, click in the field and select Full from the drop-down.
20. Click Add and then Save.
21. Return to the Manage OAuth dialog in Matillion ETL to complete the OAuth configuration.