NetSuite Query Authentication Guide

NetSuite Query Authentication Guide


Overview

This is a step-by-step guide to creating an OAuth entry, acquiring credentials and authorising the NetSuite Query connector for use in Matillion ETL.

Important Information

  • The NetSuite Query connector uses either a username and password or an OAuth for third-party authentication. This guide will only explain the OAuth method.
  • While connector properties may differ between Cloud Data Warehouses, the authentication process remains the same.
  • Please ensure the Netsuite account used to configure authentication is either an administrator account or an account with full permission to setup integrated apps.

Creating an OAuth Entry in Matillion ETL

  1. In Matillion ETL, on the top left of the screen, click ProjectManage OAuth.

    Please Note

    If a Netsuite Query connector has already been added to an Orchestration Job, the Manage OAuth window may also be accessed using the following method:

    1. Click the connector icon to open the Properties panel at the bottom of the screen.
    2. Then, click ... next to the Authentication Method input.
    3. Select OAuth from the dropdown menu in the pop-up window and click OK.
    4. The Authentication input will now appear on the list of properties. Click ... next to it, and finally click Manage in the pop-up window.
    Project dropdown menu

    Project dropdown menu

  2. Copy the Callback URL in the field at the top of the window as this will be required in Acquiring Third-Party Credentials.

  3. Click + in the bottom left of the window to open the Create OAuth Entry window.

    New OAuth entry

    New OAuth entry

  4. Click the Service dropdown menu and select NetSuite. Then, provide a name for the OAuth in the Name field and click OK.

    Create OAuth Entry window

    Create OAuth Entry window

  5. On returning to the Manage OAuth window, check the list of OAuths to ensure the new entry is listed.

    Please Note

    This entry is Not Configured. Configuration of the OAuth entry will be discussed in Authorising for use in Matillion ETL.

    New Entry listed on Manage OAuth window

    New Entry listed on Manage OAuth window


Acquiring Third-Party Credentials

  1. Navigate to the NetSuite portal and click Log In in the top right of the screen. Enter valid login credentials to continue.

    Log in to NetSuite

    Log in to NetSuite

  2. The browser will redirect to the Netsuite Home dashboard. On the header menu, click SetupCompanyCompany Information.

    Select Company Information from Setup menu

    Select Company Information from Setup menu

  3. On the Company Information page, copy the code below ACCOUNT ID as it will be required in Authorising for use in Matillion ETL.

    Company Information page

    Company Information page

  4. Next, on the header menu, click SetupIntegrationManage IntegrationsNew.

    Select Manage Integrations from Setup menu

    Select Manage Integrations from Setup menu

  5. On the Integration page, provide details for the following fields:

    • NAME – provide a name for the app
    • CALLBACK URL – paste the Callback URL (copied from the Manage OAuth window in Matillion ETL earlier), then click Save

    Enter Integration details

    Enter Integration details

  6. The browser will then redirect to a screen with a yellow block at the top of the screen saying Confirmation and the details of the newly created app. At the bottom of the screen, copy the codes below CONSUMER KEY and CONSUMER SECRET as they will be required in Authorising for use in Matillion ETL.

    Please Note

    • Make sure to copy the CONSUMER KEY and CONSUMER SECRET right away as they will only appear once.
    • Additionally, when copying the codes, some browsers may add a space to the end of the code. Watch out for this as it will cause the credentials to fail.
    Integration confirmation

    Integration confirmation

  7. On the header menu, click SetupCompanyEnable Features.

    Select Enable Features from Setup menu

    Select Enable Features from Setup menu

  8. On the Enable Features page, click SuiteCloud tab on the tag menu. Then, scroll down to the SuiteScript section and tick the checkboxes next to CLIENT SUITESCRIPT and SERVER SUITESCRIPT.

    Enable SuiteScript features

    Enable SuiteScript features

  9. Next, scroll down further to the Manage Authentication section and tick the checkbox next to TOKEN-BASED AUTHENTICATION. Then, click Save.

    Enable Token-Based Authentication feature

    Enable Token-Based Authentication feature

  10. Click Hometo return to the Home dashboard. Then, in the Settings block, click Manage Access Tokens.

    Please Note

    The Home dashboard can be personalised, so the Settings block may first need to be added to the dashboard. To add it to the dashboard, click Personalize in the top right of the screen and select Settings from the available options.

    Select Manage Access Tokens

    Select Manage Access Tokens

  11. Now, on the My Access Tokens page, click New My Access Token.

    Add New My Access Token

    Add New My Access Token

  12. On the next screen, provide details for the following fields:

    • APPLICATION NAME – select the integration app created earlier
    • TOKEN NAME – provide a name for the token, then click Save

    Save Access Token

    Save Access Token

  13. The browser will then redirect to a screen with a yellow block at the top of the screen saying Confirmation and the details of the newly created access token. At the bottom of the screen, copy the codes below TOKEN ID and TOKEN SECRET as they will be required in Authorising for use in Matillion ETL.

    Please Note

    • Make sure to copy the CONSUMER KEY and CONSUMER SECRET right away as they will only appear once.
    • Additionally, when copying the codes, some browsers may add a space to the end of the code. Watch out for this as it will cause the credentials to fail.
    Access Token confirmation

    Access Token confirmation


Authorising for Use in Matillion ETL

  1. Return to the Manage OAuth window in Matillion ETL and click next to the previously created OAuth entry. This will open the Configure OAuth window.

    Configure OAuth settings

    Configure OAuth settings

  2. Using the codes copied from the NetSuite portal earlier, provide details for the following fields:

    Configure OAuth settings

    Configure OAuth settings