Configure NetSuite to connect

Configure the integration and generate credentials

First, you'll need to generate credentials, ie. a Consumer Key and a Consumer Secret. You'll use these later to make the NetSuite connection in Violet.

1. In your NetSuite instance, navigate to Setup → Integrations → Manage Integrations → New.

2. Click New. Provide a name, eg. "Violet". The State should be "Enabled"

3. Check the box for “Token-Based Authentication”. You can uncheck the other options:

   
4. Click Save. Under Client Credentials, a Consumer Key and Consumer Secret will appear. Copy these and keep them somewhere secure.

Create a role with the necessary permissions

Next, you'll need to create a role and assign permissions.

1. If you don’t already have a role that you will want to grant Violet access to, navigate to Setup → Users/Roles → Manage Roles → New Role.

2. Provide a name for the new role, eg. "Violet REST API User".

3. Under Authentication, check the box for Web Services Only Role.

   
4. Next, assign the necessary Permissions: for each section below, search for the specified permissions and click Add.

   • Transactions

     • Adjust Inventory (with Level = Full)

     • Bills

     • Find Transaction

     • Item Receipt (with Level = Full)

     • Purchase Order (with Level = Full)

       • Note, these permissions are required for Violet to sync purchase order data, receipts and inventory adjustments from external tools like ION. If you don't intend to sync data and will only be ingesting it into Violet, you can select Level = View.

       
   • Reports

     • SuiteAnalytics Workbook (with Level = Edit)

       • Note, this is required so that Violet can run SuiteQL queries to fetch data

       
   • Lists

     • Accounts

     • Bins (only if you intend to sync Inventory Adjustments, and Inventory Binning is enabled for your account)

     • Employee Record

     • Employees

     • Items (with Level = Full)

     • Locations (with Level = Full)

     • Vendors (with Level = Full)

       • Note, these permissions are required for Violet to sync user data, parts/items and vendor data. If you don't intend to sync data and will only be ingesting it into Violet, you can select Level = View.

       • Pushing POs to NetSuite may require creating the corresponding Vendors and Locations if they do not already exist, which requires them to have Full permissions enabled.

       
   • Setup

     • Log in using Access Tokens (with Level = Full)

     • REST Web Services (with Level = Full)

     • SOAP Web Services (with Level = Full)

       • Note, these are required for Violet to access the REST and SOAP apis which are used to fetch and push data to NetSuite

1. Click Save.

Grant your user access to the new role

1. Navigate to Setup → Users/Roles → Manage Users. Find your user, or the user that will be connecting NetSuite in Violet, and click Edit.

2. In the Roles section near the bottom, add the new role you created and click Save.

Create an authentication token

1. Navigate to Setup → Users/Roles → Access Tokens → New

2. In the dropdown fields, select the integration you created, your user, and the new role you created. Click Save.

   
3. The Token Id and Token Secret will appear at the bottom of the screen. Copy these down and save them somewhere secure.

Now, you're ready to connect NetSuite in Violet.