Your Credentials Are Not Valid For Configuring NetSuite Integration. Please Contact Your Administrator
This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.
Question
Question
We logged in to
Adaptive Planning
, went to Integration > NetSuite Setup
, entered by credentials in the NetSuite Account Details area and clicked Save. After I did this, I received a message that says, "Your credentials are not valid for configuring NetSuite integration. Please contact your administrator." What is causing this and how can I fix it?
Answer
Answer
This error typically means that the credentials entered do not have sufficient permissions in NetSuite to setup the Integration. The role in NetSuite must be a web-services-only access role, with the following set of permissions:
- Transactions > Find Transactions FULL
- Transactions > Set Up Budgets FULL
- Lists > Perform Search FULL
- Lists > Accounts VIEW
- Lists > Classes VIEW
- Lists > Customers VIEW
- Lists > Departments VIEW
- Lists > Items VIEW
- Lists > Locations VIEW
- Lists > Subsidiaries VIEW
- Reports > Balance Sheet VIEW
- Reports > Income Statement VIEW
- Reports > Financial Statements VIEW
- Setup > Web Services FULL
- Setup > Manage Accounting Periods VIEW
- Setup > Accounting Lists EDIT
If you are a NetSuite OneWorld customer with multiple subsidiaries, grant the role access to all subsidiaries and check the cross-subsidiary record viewing permission box.
For instructions on how to set up the integration, review NetSuite topics here: Concept: Import Data