Before you can access data from users using Oracle NetSuite for their accounting, you need to follow the steps given here to configure your Oracle NetSuite account.

How Safe is my Data?

Your information is encrypted end to end and your credentials will never be shared.

Steps to configure Oracle NetSuite:

Step 1 : Enable Token-based Authentication and Soap Web Services by navigating to Manage Authentication under Setup > Company > Enable features:

Step 2 : Retrieve Account ID from Setup > Integration > SOAP Web Services Preferences.

You will need to enter this Account ID while connecting to your financial provider.

Step 3 : Install the Bundle that will help improve connection performance when connecting a business:

​Step 4 : Assign the role created by the Bundle to a new or existing employee by navigating to Lists > > Employees > Employees > Search or New. The bundle will have the correct permissions in order to retrieve the supported data types:

Step 5 : Generate an access token per the instructions in Railz Connect™ by navigating to Setup > Users/Roles > Access Tokens > New. You will need to enter both the Token ID and Secret while connecting to your financial provider:

Enter the Token ID and Secret when prompted: