Skip to main content

Step 1: Create an Integration Record in Netsuite

NetSuite setup step 1: create an integration record in NetSuite to start connecting it with ProcureDesk.

To enable NetSuite integration, you first need to create an integration record. Follow the steps below to do so:
​

Prerequisites

  • Ensure you have administrative access to NetSuite.

Step-by-Step Instructions

  1. Log in to NetSuite.

  2. Navigate to the Integration Setup:

    • Go to Setup > Setup Manager > Integration > Manage Integrations > New.
      ​

      mceclip0.png


      ​

  3. Create the Integration Record:

    • Name: Enter the name as "ProcureDesk."

    • Description: Provide a description, such as "ProcureDesk Integration."

    • Authorization Settings:

      • Uncheck the ‘AUTHORIZATION CODE GRANT’ checkbox.

      • Uncheck the ‘TBA: AUTHORIZATION FLOW’ checkbox.

      • Ensure the "TOKEN-BASED AUTHENTICATION" box is checked.
        ​
        ​

        mceclip1.png

  4. Save the Record:

    • Click on Save.

  5. Capture Client ID and Client Secret:

    • After saving, scroll to the bottom of the page.

    • Copy the Client ID and Client Secret to a secure location (e.g., a notepad).
      ​

      mceclip3.png

    • Important: You will only see this information once, so make sure to save it securely.

Related Articles
Did this answer your question?