HubSpot to NetSuite

Companies may manage all important business activities with the NetSuite software, an online service. The service doesn't require any hardware, doesn't have a hefty up-front license charge, doesn't have hardware- or software-related maintenance costs, and doesn't have complicated setups.



Enterprise resource planning (ERP), inventory control, financial tracking, hosting of online stores, and CRM system upkeep are all tasks that businesses utilize NetSuite for. Numerous commercial applications can be used with this adaptable platform.

The document below is divided into two sections to describe the two potential APIs that can be used with NetSuite. Please be careful to only mention the appropriate set as a user (SOAP vs REST)

❕ NOTE: Depending on your use case, utilize either the Documentation for REST API or the Documentation for SOAP API.

❕ IMPORTANT:  Please be aware that depending on the connector version number, the API utilized with the NetSuite connector varies. Specifically, all connector versions 2.X and higher employ REST, whereas versions 1.X and below are based on the NetSuite SOAP API.

REST API documentation for versions 2.X and up

Authentication: Requirements

❕ IMPORTANT: The necessary functionalities need to be enabled in your account before you may use REST web services. The relevant permissions must also be provided to the user's role for the REST web services user.

Go to the "Setup" page, select "Company," and then click "Activate Capabilities" under the "Setup Tasks" category to enable REST Web Services and the SuiteAnalytics Workbook features.

Choose the "SuiteCloud" tab next, then click the "Manage Authentication" section's "TOKEN-BASED AUTHENTICATION" checkbox. You must agree to the SuiteCloud Terms of Service in order to utilize the feature.

Select the "Analytics" tab, scroll down to the "SuiteAnalytics Workbook" section, and tick the "SUITEANALYTICS WORKBOOK" box on the same "Enable Features" page.

To enable your chosen features, click "Save" right now.

Go to the "Setup" tab, select "Users/Roles," and then click "Manage Roles" under the "User Management" category to allow permissions for those features.

If you wish to allow permissions for a role, either create a new one or change an existing one.

Select the "Setup" sub-tab under the "Permissions" tab on the "Role" page. REST Web Services and "Log in using Access Tokens" permissions should be added.

Select the "Reports" sub-tab and give the role permission to access the "SuiteAnalytics Workbook" now.

To allow those permissions for the role, click "save" right now.

The prerequisite steps for creating a user authentication have now been finished.


Authentication: Creation

The first step in using the NetSuite connector is to go to your account page and choose the workflow you want to work on. Once inside the workflow builder, look for and drag the NetSuite connector onto your workflow from the connectors panel (on the left).

Click on "New Authentication" in the settings panel on the right, which is shown under the "Settings" header, with the new NetSuite connector step underlined.

A pop-up window for authentication will appear as a result. You will be prompted to give your authentication a name and indicate whether you want to create a "Personal" or "Organizational" authentication on the first page.

As you can see, the following page requests your credentials for your "Account ID," "Consumer key," "Consumer secret," "Token ID," and "Token secret."

Go to your NetSuite login page and log in using your email address and password to access these fields.

After signing in, go to the "Setup" menu, then "Company," and then click on Company Information under the "Setup Tasks" section.

By doing so, you'll be directed to a different page where you may obtain your "Account ID."

You must first establish an integration record in order to receive your "Consumer Key" and "Consumer Secret." To do this, return to the NetSuite application's main dashboard page, pick the "Setup" option in the menu, then "Integration," and then click "Manage Integrations" under the "Integration Management" category.

Click the "New" button on this page and provide the necessary data. By ticking the box, confirm that "Token-Based Authentication" is enabled. You will be taken to a page where you can locate your "Consumer Key" and "Consumer Secret" after clicking "Save." Please take a safe note of this information as it will only be displayed once.

The creation of a user's "Token ID" and "Token Secret" is the following stage. Access the "Setup" menu from the main dashboard, select "Users/Roles" and "User Management," and then select the "Access Tokens" sub-menu item.

Click "New Access Token" on the Access Tokens page.


Select the "Application Name" (of the integration record you already established), "User," and "Role" on the Access Token screen.

Application Name, User, and Role are automatically concatenated to fill up the Token Name. If desired, enter your own name for this token. Select "Save."

The Token ID and Token Secret are shown on the confirmation page. Note these values down safely.

WARNING: The Token ID and Token Secret data are only shown on the confirmation page due to security concerns. These values cannot be recovered from the system once you leave this page. You must make a new token and receive new values if you misplace or forget these credentials. Consider these values to be a password. Never email these credentials to anyone you don't know. Never share them with anyone else.