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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 create a dedicated integration record in NetSuite 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

Create integration record​

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

  1. Sign in to NetSuite with administrator credentials.
  2. Navigate to Setup > Integration > Manage Integrations > New.
  3. Enter a name for the integration (for example, Atlan Integration).
  4. Under Authentication, select Token-Based Authentication.
  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. Under Scope, configure the necessary permissions:
    • Enable REST Web Services to provide API access.
    • Enable SOAP Web Services for metadata extraction.
  7. Click Save to create the integration record.

Generate access token​

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

  1. In NetSuite, 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 that defines the permissions for this access token. The role must have permissions to:
    • View record types
    • View record fields
    • Access SuiteTalk REST API
  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.

Realm

The connector automatically derives the OAuth realm from your Account ID by converting it to uppercase and replacing hyphens with underscores. For example, an Account ID of 560916-sb1 produces a realm of 560916_SB1. You don't need to configure the realm separately.

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