Databases & CRM
Set up NetSuite (ERP)
Connect NetSuite to make customers and their recent transactions searchable — invoices, sales orders, estimates and credit memos as records with exact per-customer totals. Read-only.
The integration record
An administrator creates it once: Setup → Integration → Manage Integrations → New, tick Token-Based Authentication, save — NetSuite shows the consumer key and secret ONCE. Copy both.
The access token
Setup → Users/Roles → Access Tokens → New: pick the integration, a user, and a role limited to viewing customers and transactions — the token reads exactly what that role can see. NetSuite shows the token ID and secret ONCE. Copy both.
- Create the integration record and access token as above.
- Documents → NetSuite, enter the Account ID (Setup → Company → Company Information) and paste all four values.
- Optionally set History to sync (days) under Advanced to narrow how far back transactions are read — blank uses 730 days.
- Choose access groups, Test, then Sync.
What comes in
- Customers as records, syncing in full every time.
- Invoices, sales orders, estimates and credit memos as transactions linked to their customer, with amounts totalled exactly per customer — dated within the sync window.
| History to sync (days) | How far back transactions are read — blank uses 730 days (two years). Customers always sync in full, and transactions already synced stay searchable once they age out of the window. |
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Access
Visible only to the access groups chosen when the source is set up — NetSuite exposes no per-record viewers here, so that list covers everything the source brings in.
All four values are minted once and never expire on their own. Requests are signed per-call (NetSuite's token-based authentication); nothing is ever written. Customers are capped at 3,000 and transactions at 4,000 most-recent-first within the window per sync.
Last updated 20 Sep 2026