How to Connect

Coupler.io connects to NetSuite using Token-Based Authentication (TBA). This requires a few one-time setup steps in your NetSuite account to generate the credentials needed for the connection: Realm (Account ID), Consumer Key, Consumer Secret, Token Key, and Token Secret.

Follow the steps below in your NetSuite account before filling out the connection form in Coupler.io.

Step 1: Obtain your Realm (Account ID)

1. Log in to your NetSuite account.
2. Go to Setup » Company » Company Information.
3. Copy your Account ID (Realm). It should look like 1234567 for a Production environment, or 1234567_SB2 for a Sandbox environment.

Step 2: Enable required features

1. Go to Setup » Company » Enable Features.
2. Open the SuiteCloud tab.
3. Scroll to the SuiteScript section and enable CLIENT SUITESCRIPT and SERVER SUITESCRIPT.
4. Scroll to the Manage Authentication section and enable TOKEN-BASED AUTHENTICATION.
5. Scroll to the SuiteTalk (Web Services) section and enable REST WEB SERVICES.
6. Save your changes.

Step 3: Create an Integration record (Consumer Key and Consumer Secret)

1. Go to Setup » Integration » Manage Integrations » New.
2. Enter a name for the integration — we recommend coupler-integration.
3. Make sure State is set to Enabled.
4. In the Authentication section, enable Token-Based Authentication.
5. Save your changes.
6. Your Consumer Key and Consumer Secret will be displayed once — copy and store them somewhere safe, as they won't be shown again.

Step 4: Set up a role

1. Go to Setup » Users/Roles » Manage Roles » New.
2. Enter a name for the role — we recommend coupler-integration-role.
3. Open the Permissions tab and configure the following (all required):

   • Transactions — manually add all dropdown entities with either Full or View access.
   • Reports — manually add all dropdown entities with either Full or View access.
   • Lists — manually add all dropdown entities with either Full or View access.
   • Setup — manually add all dropdown entities with either Full or View access, including "Log in using Access Tokens" and "Web Services".

Completing all required permission steps correctly is essential to avoid sync issues later. If you rename or customize any object in NetSuite, revisit this role's permissions to reflect those changes. Permission naming can vary slightly by NetSuite version/edition, so double-check the exact labels in your own instance.

Step 5: Assign the role to a user

1. Go to Setup » Users/Roles » Manage Users.
2. Click the name of the user you want to grant access to.
3. Click Edit.
4. Open the Access tab.
5. From the dropdown, select the coupler-integration-role you created in Step 4.
6. Save your changes.

Step 6: Create an Access Token

1. Go to Setup » Users/Roles » Access Tokens » New.
2. Select an Application Name.
3. Under User, select the user you assigned the role to in Step 5.
4. Under Role, select coupler-integration-role.
5. Under Token Name, enter a descriptive name — we recommend coupler-integration-token.
6. Save your changes.
7. Your Token Key and Token Secret will be displayed once — copy and store them somewhere safe, as they won't be shown again.

Once you have all five credentials (Realm, Consumer Key, Consumer Secret, Token Key, Token Secret), enter them into the NetSuite connection form in Coupler.io to complete the connection.