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Set up NetSuite

Atlan uses OAuth 1.0 token-based authentication to interact with NetSuite. This guide provides step-by-step instructions to enable the required NetSuite features, create a dedicated integration record, configure the role permissions, and generate authentication tokens.

Permissions required​

Before you begin, make sure you have:

  • Administrator access to NetSuite
  • Ability to create integration records
  • Ability to generate access tokens

Enable SuiteCloud features​

Token-based authentication and REST web services must be enabled at the account level before any integration can use them.

  1. Sign in to NetSuite with administrator credentials.
  2. Navigate to Setup > Company > Enable Features.
  3. Click the SuiteCloud tab.
  4. Under SuiteCloud, enable the following:
    • Token-Based Authentication
    • REST Web Services
  5. Click Save.

Create integration record​

Create a dedicated integration record in NetSuite to enable API access for Atlan.

  1. Navigate to Setup > Integration > Manage Integrations > New.
  2. Enter a name for the integration (for example, Atlan Integration).
  3. Ensure the integration is set to Enabled.
  4. Under Authentication, select both of the following:
    • Token-Based Authentication
    • REST Web Services
  5. Record the following values that are displayed — these are needed to configure the connector in Atlan:
    • Consumer Key (also known as Client ID)
    • Consumer Secret (also known as Client Secret)
  6. Click Save to create the integration record.

Configure role permissions​

The role assigned to the access token must have the following permissions in place. You can use an existing custom role or create a new one dedicated to the Atlan integration.

  1. Navigate to Setup > Users/Roles > Manage Roles.

  2. Open the role you intend to use for the Atlan integration.

  3. Click the Permissions tab and then the Setup sub-tab.

  4. Ensure the following permissions are present with Full access level:

    PermissionLevel
    Integration ApplicationFull
    REST Web ServicesFull
    SuiteAnalytics ConnectFull
    User Access TokensFull

  5. Click Save.

Generate access token​

Generate an access token for the integration record to authenticate API requests from Atlan.

  1. Navigate to Setup > Users/Roles > Access Tokens > New.
  2. Select the Application Name that matches your integration record (for example, Atlan Integration).
  3. Select the User account that Atlan uses to access NetSuite data. Use a dedicated service account with appropriate permissions to view record types and record fields.
  4. Select the Role configured in the previous step.
  5. Record the following values that are displayed — these are needed to configure the connector in Atlan:
    • Token ID
    • Token Secret
  6. Click Save to generate the access token.

Record authentication credentials​

You now have the credentials needed to configure the NetSuite connector in Atlan:

  • Account ID: Your NetSuite account ID (found in Setup > Company > Company Information)
  • Consumer Key: From the integration record
  • Consumer Secret: From the integration record
  • Token ID: From the access token
  • Token Secret: From the access token
OAuth version

The NetSuite connector currently supports OAuth 1.0 authentication only.

Keep these credentials secure and available for the next step.

Next steps​

After creating your integration record and access token, continue with the crawl:

  • Crawl NetSuite: Configure and run the crawler to catalog your NetSuite record types and record fields