NetSuite Read-Only Integration Guide

Kintsugi (powered by Vertex) now supports a read-only integration with NetSuite. This integration syncs your NetSuite transaction data into Kintsugi, supporting both Legacy Tax and SuiteTax environments.

Step 1. Get Credentials from your NetSuite Account

1. Log in to your NetSuite Administrator account.

2. Get your Account ID.

3. Go to Setup > Company > Company Information.

   

4. On your Company Information page, scroll down until you see your Account ID

   

5. Copy the Account ID.

Set Up Role Permission

To grant access to the Netsuite, you need to create a user role to get Access Tokens using Token-Based Authentication

1. Go to Setup > Users/Roles > Manage Roles > New

2. Give the role a name (e.g. Kintsugi Role).

3. Under the 'Permissions' tab, select the appropriate permissions for the role. The role needs the necessary permissions to perform the integration tasks.

4. For Read-Only Integration, follow the permission setup below:
   

   Parent	Property	Permission Level
   Transactions	Credit Memo	View
   Transactions	Find Transaction	View
   Transactions	Invoice	View
   Transactions	Invoice Sales Orders	View
   Transactions	Sales Order	View
   Reports	SuiteAnalytics Workbook	Edit
   Lists	Accounts	View
   Lists	Contacts	View
   Lists	Currency	View
   Lists	Customer Profile	View
   Lists	Customers	View
   Lists	Employees	View
   Lists	Items	View
   Lists	Locations	View
   Lists	Subsidiaries	View
   Lists	Tax Details Tab	View
   Lists	Tax Records	View
   Setup	Access Token Management	Full
   Setup	Log in using Access Tokens	Full
   Setup	REST Web Services	Full
   Setup	SOAP Web Services	Full

   Update: If you have already set up the permissions above, please include the following new permissions by editing the role setup earlier.

   1. Toggle "Permissions" if it is not expanded.

   2. Navigate to Setup > Users/Roles > select Manage Roles > Edit the role set up during initial install.

   3. Expand Setup () and add Set Up Company with "View" access.

   4. Expand Custom Record () and add STE Tax Exemption Certificate.

   5. Select "Save" to apply the changes.

Get the Consumer Key & Consumer Secret.

1. Go to Setup > Integrations > Manage Integrations > New

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2. Complete the Integration information.

   

   1. Name: Enter a proper name (for example, Kintsugi App)

   2. Authentication: Under the 'Authentication' section,

      1. Select 'Token-Based Authentication.'

      2. For TBA: Authorization flow set https://unify.apideck.com/vault/callback as callback URL.

   3. Oauth 2.0: Under the 'Oauth 2.0**' section

      1. Check "Authorization Code grant"

      2. Check "REST API services"

      3. Set https://unify.apideck.com/vault/callback as the redirect URL

   4. Click the 'Save' button to save the changes.

3. Once saved, the Consumer Key and Consumer Secret will be generated.
   💡 NOTE: Copy the "Consumer Key" and the "Consumer secret". You can’t access this information once you exit the screen.

   

Get Access Token ID & Access Token Secret

1. Go to Setup > Users/Roles > Access Tokens > New

   

2. Complete the form

   

   1. Select the "Application Name" that you have created in the previous step (e.g. Kintsugi App).

   2. Select the "User", which we created in the previous steps (e.g. Kintsugi User)

   3. Give the token a recognizable "token name" (e.g. Kintsugi Token)

   4. Click the 'Save' button to save the changes.

3. Once saved, the Access Token ID and Access Token Secret will be generated.
   💡 NOTE: Copy the "Token ID" and the "Token Secret". You can’t access this information once you exit the screen.

   

Step 2. Connect NetSuite to Kintsugi

1. Log in to your Kintsugi account.

   

2. Go to Data Sources.

   

3. Click Browse Integration.

   

4. Look for NetSuite and click the Connect button.

   

• Enter NetSuite Credentials

1. Account ID

2. Consumer Key

3. Consumer Secret

4. Access Token ID

5. Access Token Secret

6. SuiteTax Enabled (Yes/No

5. Click Save, then refresh your Kintsugi page. You’ll see NetSuite (Read Only) in one of your Active integrations under Manage Integrations in Data Sources.

   

To learn more about SuiteTax and LegacyTax, refer to this article:

Differences between SuiteTax and Legacy Tax

Step 3. Test the Connection

1. In your NetSuite account, go to Transactions > Create Invoice.
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2. Add a sample customer and add one or more items.
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3. Click Accept Payment to complete the invoice.
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4. Return to Kintsugi > Transactions.
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5. Confirm the sample invoice appears in your transactions list—showing that the sync is working correctly.
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Looking to Enable Tax Calculation?

This read-only integration supports data sync and reporting only. To activate real-time tax calculation, complete the tax engine setup. Check out our NetSuite Tax Engine Integration Guide to configure Kintsugi as your tax engine and unlock complete tax automation.

Need Help?

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