NetSuite

NetSuite Integration Requirements for Core8

Table of Contents

1. Overview
2. Complete Connection Process
3. Pre-Connection Checklist
4. Step-by-Step Setup Guide
5. Permissions Reference
6. Custom Fields & Records
7. Post-Setup in Core8
8. How Core8 Connects
9. Troubleshooting
10. Additional Resources

Overview

This guide provides comprehensive instructions for setting up NetSuite integration with Core8. Follow each section carefully to ensure successful integration.

Quick Links

Resource	Description
OAuth 2.0 Client Credentials	Certificate-based authentication setup
REST Web Services	REST API configuration
SuiteQL Docs	Query language documentation
Roles Guide	Permissions configuration

Complete Connection Process

This section provides a high-level overview of the entire connection process. Follow these 4 steps in order:

Step 1: Configure NetSuite

• Enable required features
• Locate your NetSuite Account ID
• Create integration record and save Client ID
• Configure role permissions and required settings

Step 2: Generate Certificate in Core8

• Navigate to NetSuite integration settings in Core8
• Generate and download the certificate (.pem file)

Step 3: Create OAuth 2.0 Mapping in NetSuite

• Upload the certificate to NetSuite
• Link it to the integration, user, and role
• Save the Certificate ID provided by NetSuite after creating the mapping

Step 4: Complete Setup in Core8

• Enter NetSuite Account ID, Client ID, and Certificate ID
• Configure integration settings and test the connection

Note: The entire process typically takes 20-30 minutes. Make sure you have administrator access to both NetSuite and Core8 before starting.

Pre-Connection Checklist

Before starting, ensure you have administrative access to NetSuite. Use this checklist to track your progress:

Essential Requirements

• REST Web Services enabled
• OAuth 2.0 enabled
• SuiteAnalytics Workbook enabled
• Integration record created with Client Credentials (M2M) Grant
• Client ID saved from integration record
• NetSuite Account ID located (from Company Information)
• Certificate generated from Core8
• OAuth 2.0 Client Credentials Mapping created (with certificate upload)
• Certificate ID saved from OAuth 2.0 mapping in NetSuite
• Connection tested successfully

Configuration Requirements

• Role with required permissions created
• At least one subsidiary exists
• Payment terms configured
• Custom fields created (if using)

Step-by-Step Setup Guide

Phase 1: Enable Core Features

Step 1: Enable Required Features

Navigation: Setup > Company > Enable Features

Tab	Feature	Required	Purpose
SuiteCloud	REST Web Services	✅ Yes	Enables API communication
SuiteCloud	OAuth 2.0	✅ Yes	Secure authentication
Analytics	SuiteAnalytics Workbook	✅ Yes	Required for SuiteQL queries

SuiteAnalytics Workbook must be enabled for the integration to work. NetSuite requires this feature for SuiteQL API endpoints - without it, data queries will fail with errors.

Step 2: Locate Your NetSuite Account ID

Navigation: Setup > Company > Company Information

1. Navigate to Setup > Company > Company Information
2. Look at the top section of the page
3. Find and copy your Account ID

Field	Location	Format Examples
Account ID	Top section of Company Information	1234567, 1234567_SB2, tstdrv2245019

Save this Account ID - you’ll need it when configuring the connection in Core8.

Step 3: Create Integration Record

Navigation: Setup > Integration > Manage Integrations > New

Field	Value	Notes
Name	Core8 Integration	Or your preferred name
State	Enabled ✅	Must be enabled
Client Credentials (M2M) Grant	✅ Checked	Required for certificate auth
REST Web Services	✅ Checked	Required for API access

CRITICAL: After saving, immediately copy this value:

• Consumer Key/Client ID

This credential is shown only once! If you lose it, you’ll need to regenerate new credentials in the integration record.

Phase 2: Configure Role & Permissions

Step 4: Create/Edit Integration Role

Navigation: Setup > Users/Roles > Manage Roles

Choose one approach:

• Option A: Find existing role → Click Customize
• Option B: Click New to create from scratch
• Option C: Find custom role → Click Edit

Role Settings:

Setting	Value
Name	Core8 Integration Role
Center Type	Classic Center

Then configure permissions as detailed in the Permissions Reference section below.

Phase 3: Required Configuration

Step 5: Configure Subsidiaries

Navigation: Setup > Company > Subsidiaries

Requirement	Details
Minimum	At least one active subsidiary
Status	Must be Active
Required Fields	Name, Country, Currency
Order	Create parent subsidiaries first

Step 6: Configure Payment Terms

Navigation: Billing > Setup > Payment Terms > New

Term Type	Use Case	Configuration
Standard	Net 30, Net 60, etc.	Set Days Till Net Due
Date Driven	Due on specific date	Set specific due date rules

Step 7: Multi-Currency Setup (Optional)

Navigation: Setup > Company > Enable Features > Company tab

Setting	Notes
Multiple Currencies	Check if needed
Base Currency	Set immediately (cannot change later)
Currency List	Configure at Lists > Accounting > Currencies

Step 8: Deal Stages Configuration

Navigation: Setup > Sales > Customer Statuses > New

Stage	Suggested Probability	Type
In Progress	10-25%	Prospect
In Discussion	25-40%	Prospect
Identified Decision Makers	40-60%	Prospect
In Negotiation	60-80%	Prospect
Proposal	75-90%	Prospect
Purchasing	90-95%	Prospect
Closed - Won	100%	Prospect
Closed - Lost	0%	Prospect

Phase 4: Generate Certificate in Core8

1. Log into your Core8 account
2. Navigate to Settings → Integrations → NetSuite
3. Click Generate Certificate
4. The certificate (.pem file) will automatically download
5. Save this file securely - you’ll need it in the next phase

Phase 5: Create OAuth 2.0 Client Credentials Mapping

This phase is critical - without it, authentication will fail:

Upload Certificate and Create Mapping

Navigation: Setup > Integration > OAuth 2.0 Client Credentials (M2M) Setup

1. Click New
2. Fill in the following fields:

Field	Value	Notes
User	Select integration user	User the integration will operate as
Role	Integration role from Phase 2	Must have permissions configured
Application	Integration from Phase 1	The integration you created
Certificate	Upload .pem file	The certificate from Phase 4

3. Click Save
4. After saving, NetSuite will display a Certificate ID. Copy this Certificate ID immediately - you’ll need it to complete the setup in Core8.

CRITICAL: This OAuth 2.0 Client Credentials mapping links your certificate to a specific user and role. Without this mapping, authentication will fail with “invalid_grant” errors. Make sure to save the Certificate ID shown after creating the mapping.

Permissions Reference

Navigate to the role’s Permissions tab and configure:

Setup Tab

Permission	Level	Purpose
REST Web Services	Full	API communication
Log in using Access Tokens	Full	OAuth authentication
Access Token Management	Full	Token lifecycle
SuiteAnalytics Workbook	Full	SuiteQL queries

Transactions Tab

Permission	Level	Purpose
Invoice	Full	Create/update invoices
Opportunity	Full	Manage deals
Find Transaction	Full	Search records

Reports Tab

Permission	Level	Purpose
SuiteAnalytics Workbook	Full	Execute queries

Lists Tab

Permission	Level	Purpose
Customers	Full	Create/update customers
Contacts	Full	Manage contacts
Items	Full	Reference products, create discount items
Subsidiaries	View	Required for customers
Terms	View	Payment terms
Currency	View	Multi-currency
Billing Schedules	View	Billing frequencies
Customer Categories	View	Customer tiers

Custom Record Tab

Permission	Level	Purpose
Custom Record - il_supp_langs	View	PDF languages
Custom List - esc_industries	View	Industry list

Note: These appear only after creating custom records.

Custom Fields & Records

Part A: Create Custom Lists

1. Industry List

Navigation: Customization > Lists, Records, & Fields > Lists > New

Field	Value
Name	ESC Industries
ID	esc_industries
Values	Technology, Healthcare, Manufacturing, Retail, etc.

2. PDF Language Record Type

Navigation: Customization > Lists, Records, & Fields > Record Types > New

Field	Value
Name	IL Supported Languages
ID	il_supp_langs
Type	Custom Record Type (not List)
Fields	Add language code and description fields

Part B: Create Entity Fields

Navigation: Customization > Lists, Records, & Fields > Entity Fields > New

Field	Label	ID (auto-prefixed)	Type	List/Record	Applies To
PDF Language	PDF Language	custentity_il_pdf_lang	List/Record	IL Supported Languages	Customer ✅
Industry	Industry	custentity_esc_industry	List/Record	ESC Industries	Customer ✅
Tax ID	Taxpayer ID	custentity_il_taxpayer_id	Text	-	Customer ✅

Important: NetSuite automatically adds the “custentity_” prefix to entity field IDs.

How Core8 Connects

Core8 connects to NetSuite using certificate-based authentication (OAuth 2.0 Client Credentials).

Authentication Details

Configuration	Value
Account ID	Your NetSuite account identifier
OAuth Scope	rest_webservices
Grant Type	client_credentials
Authentication	JWT signed with certificate private key
Certificate Validity	2 years

Required Headers

The integration sends these headers with all API requests:

• Authorization: Bearer {accessToken}
• Accept: application/json
• Content-Type: application/json
• Prefer: transient

Endpoints Used

The integration uses these REST API endpoints:

Endpoint	Purpose
/services/rest/record/v1/*	CRUD operations
/services/rest/query/v1/suiteql	Data queries
/services/rest/auth/oauth2/v1/token	JWT token exchange
/services/rest/record/v1/metadata-catalog	Field metadata

Rate Limiting

Core8 automatically handles NetSuite’s rate limits:

Error Type	Strategy	Max Retries	Delays
429 Rate Limit	Exponential backoff	3	5s, 10s, 20s (max 30s)
401/403 Auth	Token refresh + retry	3	1s, 2s, 4s (max 5s)
Network Errors	Exponential backoff	3	1s, 2s, 4s

Concurrency Limits

Limit Type	Default	Notes
Per User (RESTlets)	5 concurrent	Standard limit
Integration Total	Varies	Based on licenses
Monitoring	Setup > Integration > Integration Governance	Optional admin tool

Platform Note: The integration handles limits reactively without client-side concurrency control. It relies on NetSuite’s server-side rate limiting. Monitoring is an optional administrative task.

Data Access

The configured permissions provide access to these NetSuite tables via SuiteQL:

Note: Custom tables appear with prefixes like customrecord_ and customlist_ in queries.

Table	Purpose	Operations
customer	Customer records	Full CRUD
contact	Contact management	Full CRUD
item	Product catalog	Read only
transaction	Invoices & opportunities	Full CRUD
subsidiary	Organization structure	Read only
term	Payment terms	Read only
currency	Currency settings	Read only
billingSchedule	Billing schedules	Read only
entitystatus	Deal stages	Read only
customercategory	Customer tiers	Read only

Post-Setup in Core8

Phase 6: Complete Setup in Core8

1. Return to Core8 (from Phase 4 where you generated the certificate)
2. Enter the following credentials:
   • NetSuite Account ID (from Step 2)
   • Client ID (from Step 3)
   • Certificate ID (from Phase 5)
3. Click Connect
4. Test the connection to ensure authentication works

Configure Integration Settings

Once connected, configure these settings in the Configuration tab:

Setting	Purpose
Default Subsidiary	Required for new customers
Default Payment Terms	Required for new customers
Default PDF Language	Customer communication preference
Field Mappings	Map NetSuite fields to Core8

Sync Options per Object Type:

• Always - Full bidirectional sync
• Read-Only - Import from NetSuite only
• Never - No sync for this object type

Note: Products in NetSuite are always read-only in Core8.

Troubleshooting

Common Connection Issues

Error	Check Location	Solution
”Invalid Grant”	OAuth 2.0 Mapping	Check OAuth 2.0 Client Credentials mapping exists
”Invalid Client”	Integration Record	Verify Client ID matches your integration
”Invalid NetSuite Account ID”	Core8 Setup	Check format (e.g., 1234567 or 1234567_SB2) and verify it matches your NetSuite account
”Invalid certificate ID”	Core8 Setup	Verify Certificate ID matches the one shown in NetSuite OAuth mapping
”Certificate not found”	Core8	Generate new certificate and re-upload
”JWT signature invalid”	Certificate	Ensure certificate matches the one in NetSuite
”429 Too Many Requests”	N/A	Wait for retry (automatic)
“401/403 Unauthorized”	User/Role permissions	Check OAuth mapping user has correct role
”No subsidiary selected”	Configuration	Select default subsidiary
”No term selected”	Configuration	Select payment terms
”No language selected”	Configuration	Select PDF language

Certificate-Specific Issues

Issue	Solution
Certificate expiring soon (< 60 days)	Generate new certificate in Core8 and update NetSuite
Lost private key	Generate new certificate - private keys cannot be recovered
Multiple certificates	NetSuite supports multiple active certificates for rotation
Certificate expired	Generate new certificate immediately to restore connection

Common Configuration Issues

Issue	Check Location	Solution
Empty subsidiary list	Subsidiaries setup	Create at least one
Missing custom fields	Custom Fields	Create required fields
No payment terms	Payment Terms	Add standard terms
SuiteQL errors	Enable Features	Enable SuiteAnalytics Workbook
Product sync errors	Products	Sync products before using in deals/invoices
Network timeout	Connection	Check network/firewall settings

Testing Your Setup

Optional Test Data

If you want to test with sample data:

Record Type	Navigation	Required Fields
Customer	Lists > Relationships > Customers > New	Company Name, Subsidiary, Terms
Product	Lists > Accounting > Items > New	Type: Non-inventory or Service
Opportunity	Transactions > Sales > Create Opportunity	Link to test customer

Verify Permissions

1. Log in as integration user (or use “Login As”)
2. Try accessing each record type
3. Verify you can view required lists

Additional Resources

Documentation

• NetSuite Help Center
• SuiteAnswers (Login Required)
• API Concurrency Docs

Support Contacts

Support	Contact	Include in Request
Core8	[e-mail]	NetSuite Account ID, Screenshots, Error messages
NetSuite	Via NetSuite UI: Support > Contact Support	Reference REST Web Services and OAuth 2.0

Visual References

Look for these key elements in NetSuite:

1. Enable Features Page - Checkboxes for required features
2. Company Information Page - Account ID at the top
3. Integration Record - Client ID display
4. Manage Roles Page - Edit/Customize buttons
5. Permissions Tab - 5 sub-tabs for different permissions
6. Custom Field Creation - Entity field forms

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Document Version: 2.1 | Last Updated: January 2025 | Validated against Core8 codebase