NetSuite Integration
Setting up NetSuite#
Token-Based~20 min setup
Enterprise-grade ERP integration for larger organizations. Coeffection connects using NetSuite's Token-Based Authentication (TBA) for secure, granular access without password sharing. Invoices, customers, and revenue data sync bidirectionally with full field mapping control.
Supported Features
| Feature | Details | Status |
|---|---|---|
| Customer sync | Bidirectional sync between CRM accounts and NetSuite customer records | Supported |
| Invoice sync | Invoices created in NetSuite appear on the CRM deal record | Supported |
| Auto-invoice on Close Won | Signed deals trigger automatic invoice creation in NetSuite | Supported |
| Revenue tracking | NetSuite revenue data feeds into CRM reporting dashboards | Supported |
| Field mapping | Custom field mapping between CRM entity fields and NetSuite record fields | Supported |
| Multi-subsidiary | Connect to specific NetSuite subsidiaries for multi-entity organizations | Supported |
Before you begin
- ✓NetSuite account with Administrator or Integration Administrator role
- ✓Token-Based Authentication enabled in your NetSuite account (Setup → Company → Enable Features → SuiteCloud → Token-Based Authentication)
- ✓Admin or Finance role in Coeffection
Step 1 — Create a NetSuite Integration Record
- 1In NetSuite, go to Setup → Integration → Manage Integrations.
- 2Click New. Name the integration "Coeffection CRM".
- 3Check "Token-Based Authentication" under Authentication.
- 4Uncheck TBA: Authorization Flow if it is checked — Coeffection uses the direct token approach.
- 5Save the record. Copy the Consumer Key and Consumer Secret — these are shown only once.
⚠
The Consumer Key and Consumer Secret are displayed only once when you create the integration record. Copy them immediately and store them securely. If you lose them, you must create a new integration record.
Step 2 — Create a Dedicated User and Role
- 1Go to Setup → Users/Roles → Manage Roles and create a new role (e.g. "CRM Integration").
- 2Assign the minimum permissions needed: Customers (Full), Transactions (View/Create), Items (View). Restrict access to only the record types Coeffection needs.
- 3Go to Setup → Users/Roles → Manage Users. Create a dedicated user (e.g. crm-sync@yourcompany.com) and assign the new role.
- 4This user will be used exclusively for the integration — using a dedicated user makes audit logging clear and permission management simple.
Step 3 — Generate Access Tokens
- 1Sign in to NetSuite as the dedicated integration user (or as an admin).
- 2Go to Setup → Users/Roles → Access Tokens. Click "New Access Token".
- 3Select the "Coeffection CRM" application and the integration user.
- 4Click Save. Copy the Token ID and Token Secret — these are shown only once.
NetSuite — Access Token Credentials
Token-Based Authentication Credentials
Account ID:
TSTDRV1234567Consumer Key:
a8f2b91c4d6e...Consumer Secret:
••••••••••••Token ID:
7c3d8e5f1a9b...Token Secret:
••••••••••••Step 4 — Connect in Coeffection
- 1In Coeffection, go to Admin → Integrations → NetSuite.
- 2Enter all five credentials: Account ID, Consumer Key, Consumer Secret, Token ID, and Token Secret.
- 3Click "Verify & Save". Coeffection will make a test API call to confirm the credentials work.
- 4Map CRM entity fields to NetSuite record fields using the field-mapping interface.
- 5Set your sync direction (CRM → NetSuite, NetSuite → CRM, or bidirectional) and sync frequency.
- 6Enable sync and verify the initial results in the integration status log.
Troubleshooting
'Invalid login attempt' when verifying▾
This usually means Token-Based Authentication is not enabled in your NetSuite account. Go to Setup → Company → Enable Features → SuiteCloud tab and check 'Token-Based Authentication'. Also verify the Account ID matches your NetSuite account number (visible in the URL when logged in).
'Insufficient permissions' for certain record types▾
The integration role needs explicit permissions for each record type. Go to Setup → Users/Roles → Manage Roles, find your integration role, and add the missing permissions. Common ones: Customers (Full), Sales Orders (View/Create), Invoices (View/Create).
Sync failing silently▾
Check the integration status log in Admin → Integrations → NetSuite → Logs. Common causes: rate limiting (NetSuite limits API calls per hour), field type mismatches in your mapping, or deleted records on one side.
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Use your NetSuite Sandbox account first to test the full integration flow before connecting your production environment. This lets you verify field mappings and sync rules without affecting live financial data.