NetSuite provides a cloud-based ERP software suite. NetSuite is an integrated suite of applications for managing accounting, order processing, inventory management, production, supply chain, and warehouse operations.
- Financial System
- Expense Management
A full vendor list is pulled at the time of integration and daily checked for any new vendors added to NetSuite. Invoices and expenses are pulled for 1 year - from the date when the service is discovered.
More info on the resources used
Data is pulled using SOAP version 2017_2 (see WSDL)
- Log in to NetSuite
- Navigate to Setup > Integration > SOAP Web Services Preferences (link)
- Copy and save your Account ID as shown below
- Navigate to Setup > Company > Enable Features (link)
- Select the SuiteCloud tab
- Under SuiteTalk (WebService) make sure SOAP Web Services are enabled
- Under Manage Authentication enable Token-based authentication
- Save the configuration
We recommend creating a separate integration role-specific to the LeanIX integration. This integration role must have permissions to retrieve vendors, transactions (bills, purchase orders), and/or departments and employees. This integration role must have the ability to log in through web services. This role can then be assigned to the integration user.
- Navigate to Setup > User/Roles > Manage Roles > New (link)
- Enter role name “LeanIX Integration”, select accessible subsidiaries (if not sure, select all) and enable “Web Services only role”
- Under Permissions > Transactions, Permissions Lists and Permissions > Setup, add the permissions listed in the table below
Least privilege permissions
Not all permissions listed below are necessarily required for your integration. By default we will be pulling data for Financial System and Expense Management categories. For EAM this is additionally reduced to Vendors permission.
In case that you would like to pull also HRIS data please set the permissions accordingly and let your point of contact at LeanIX know.
- Save the new role
Querying of VendorBills and Expenses
Please note that if some permissions to resources (e.g. VendorBills, Expenses) are not provided by your, the integration will still work and query all invoices via the "Transaction Search" of NetSuite, however we might not get the full set of data that could be insightful for LeanIX. Please get in touch with your CSM and/or our Support team if you think this is the case.
Once you've set up our integration role (LeanIX integration), you need to assign this role to your integration user. We recommend creating a separate user for your integrations.
- Navigate to Lists > Employees > Employees > New (link)
- Enter a new user name “LeanIX Integration User”
- Scroll down to the Access section and check “GIVE ACCESS”
- Assign the newly created role (LeanIX integration)
- Save the new user
You need to create an integration record to represent the LeanIX application connecting to NetSuite.
- Go to Setup > Integration > Manage Integrations > New (link)
- Add a name for this integration “LeanIX Integration”
- Select Enabled in the State picklist
- Check the Token-based Authentication checkbox on the Authentication subtab
- Save this integration
- Now that we have created an integration record, save the consumer key and consumer secret. You’ll enter this into LeanIX to connect to NetSuite later
The next step is to create an Integration record in NetSuite and generate the authentication information needed to allow LeanIX to integrate.
- Go to Setup > Users/Roles > Access Tokens > New (link)
- Select the integration record, integration user, and role we created earlier.
- Save the newly created access token.
- Save the token ID and token secret somewhere and keep it confidential - these will not
be retrievable again from NetSuite. You’ll enter a token ID and token secret into LeanIX to connect to NetSuite later.
- Log into LeanIX
- In LeanIX EAM: Navigate to Administration > SaaS Discovery > Integrations find NetSuite and click Add integration
- Enter Account ID, Consumer Key, Consumer Secret, Token ID, and Token secret
- Click Integrate
Updated 3 months ago