🏢 NetSuite

Connect your NetSuite account to Margin using Token-Based Authentication (TBA).

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1. Prerequisites

Before you start, make sure you have:

1. NetSuite Account ID
2. A NetSuite admin user (or equivalent permissions)
3. A dedicated NetSuite integration user and role for Margin

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2. Enable NetSuite Features

In NetSuite, go to Setup > Company > Enable Features and enable:

• SOAP WEB SERVICES
• REST WEB SERVICES
• TOKEN-BASED AUTHENTICATION

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3. Create the Integration Record

1. Go to Setup > Integration > Manage Integrations > New.
2. Enable TOKEN-BASED AUTHENTICATION.
3. Disable:
   • TBA: AUTHORIZATION FLOW
   • AUTHORIZATION CODE GRANT
4. Save the integration.
5. Copy the generated:
   • Consumer Key
   • Consumer Secret

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4. Create Role, User, and Access Token

1. Create a dedicated role in Setup > Users/Roles > Manage Roles.
2. Assign permissions based on the data you want Margin to sync.
3. Create a dedicated integration user and assign the role.
4. Create an access token for that user + role:
   • Admin path: Setup > Users/Roles > Access Tokens > New
   • Non-admin path: Settings portlet > Manage Access Tokens > New My Access Token
5. Copy:
   • Token ID
   • Token Secret

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5. Connect NetSuite in Margin

In Margin’s NetSuite connection form, enter: Margin validates the credentials before enabling syncs.

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6. Common Issues

• 401 / authentication error: verify Account ID, Consumer Key/Secret, and Token ID/Secret.
• Permission errors: update the integration role to include missing record or web service permissions.
• Sandbox mismatch: recreate tokens in each NetSuite environment (tokens are environment-specific).

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7. NetSuite References

• NetSuite TBA overview
• NetSuite TBA setup
• NetSuite token lifecycle
• NetSuite account ID reference

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Next Steps

Once NetSuite is connected, continue to data modelling.