Netsuite as an accounting integration in Flxpoint allows users to seamlessly manage their financial operations by supporting the synchronization of accounting data. Specifically, it enables the functionality to Send Accounting Orders and Send Accounting Shipments, ensuring accurate and up-to-date order and shipment information is reflected in your Netsuite system. This streamlines financial processes and enhances overall accounting efficiency.
How to connect
NetSuite Setup Prerequisites
Before connecting your Accounting integration, please configure your NetSuite account correctly. This ensures that all financial data (orders and shipments) sync accurately and prevents common connection errors.
Enable Features
Go to Setup > Company > Enable Features and, under the SuiteCloud tab, enable:
- SuiteScript
- SuiteTalk (Web Services)
- REST Web Services (Ensure enabled)
- Token-Based Authentication
Set Permissions
In Setup > Users/Roles > Manage Roles, assign Full Level access for:
Setup Permissions
- Access Token Management
- Log in using Access Tokens
- REST Web Services
List Permissions
- Custom Record Entries
- Item Collection
- Items
- Record Custom Field
- Subsidiaries (if needed)
- Vendors
- Customers
Transactions Permissions
- Sales Order
- Purchase Order
- Item Fulfillment
- Inventory Adjustment
These settings are vital for an error‑free integration and accurate financial reporting.
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Click the Account Settings gear icon on the left menu.
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Select Accounting from the left menu.
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Click the + button to set up a new accounting integration.
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Choose Netsuite Sales Order from the list of integrations.
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Fill in the required fields:
- Connection Name
- Client ID
- Client Secret
- Netsuite Store ID
- Token ID
- Token Secret
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Click Test Connection to verify the connection.
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Click Save Connection to complete the setup.
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Once you've selected or created your connection, click Save and Proceed.
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Enable or disable Linking to Existing Sales Receipts and click Save and Proceed.
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Enable the toggle switch for the desired Accounting Operations.
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For each enabled Accounting Operation, select your desired source(s) or channel(s).
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You may have multiple sources/channels on a single connection.
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Click Save and Complete to finish.
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How to Generate NetSuite Token ID & Token Secret:
- Log in using a role with the User Access Token permission.
- In the Settings portlet, click Manage Access Tokens.
- Click New My Access Token.
- On the Access Token page:
- Select the Application Name (we recommend naming it “Flxpoint”)
- The Token Name is auto‑generated, or you can enter your own.
- Click Save. The confirmation page displays the Token ID and Token Secret (they do not expire unless you revoke them).
- Note: Tokens created in your production account are not copied to sandbox or preview accounts. Generate new tokens for those environments.
Accounting Operations
Send Accounting Orders
Send Accounting Shipments