NetSuite & SyncApps Integration Authentication

NetSuite Full Access Handshake Role Setup Instructions

1. Log into NetSuite as the Admin user if you have access to the NetSuite account. If you do not have access, send these instructions to the admin that does have access
2. Go to Setup → Users/Roles → Manage Roles → New
3. Use “Handshake User” as the role name
4. In the Authentication section, check off the box to select “Web Services Only Role”
5. Assign FULL level access to the below permissions:
• Transactions:
1. Find Transactions
2. Transactions
3. Sales Order
• Lists
1. Customers
2. Contacts
3. Items
4. Currency
5. Locations
6. Vendors
7. Documents & Files
8. Partners
• Setup
1. Customer Status
2. Custom Fields
3. Custom Body Fields
4. Custom Entity Fields
5. Custom Record Types
6. Custom Lists
7. Deleted Records (for Deleted Customer/Contact sync)
8. Custom Item Fields
9. Setup Campaigns (for Subscription sync)
10. User Access Token (for Token-Based Authentication)
11. Web Services
12. Custom Transaction Fields
13. Accounting Lists
• Custom Record
1. Customer type
6. Save and note the role ID (found in the URL of the Handshake role page, see the screenshot below for an example):

1. Go to Setup → Users/Roles → Manage Users
2. Click the name of the user which you wish to use in the Sync profile. This will likely be the same NetSuite login user, but if it is not, select the user whose email is currently attached to the SyncApps profile
3. Scroll to the bottom and click Edit
4. Under “Roles”, add the Handshake User role to the user profile
5. Save
   
   

If you know your SyncApps Login Information you can proceed to steps 12-16. If you do not, please contact support@handshake.com and a member of our Customer Success team can assist.

1. Log into the SyncApps profile and click Edit
2. On the first tab, enter in the “Handshake User” role ID (from step 5) and click next and save
3. Sync and confirm there are no errors related to permissions
4. If there are permission-related errors, you will see them in the logs. Note the errors (ex, “Permission Violation: You need the 'Lists -> Customers' permission to access this page”) and log back into NetSuite and add Full level access to the role for each permission
5. If you still see errors, contact support@handshake.com for assistance.
   
   

Notes:

• "Standard Customer Form" should be enabled for NetSuite role that is used for SyncApps connection.
• To confirm this form is enabled:
• Go to Customization → Forms → Entry Forms
• Click on “Standard Customer Form”
• Click System Information and make sure the “Inactive” box is unchecked
• SyncApps will not integrate NetSuite inactive or Soft Opt-Out records.