Steps: Set Up NetSuite Credentials

A NetSuite credential is a collection of token-based authorization keys from NetSuite that act like a password for connecting to a NetSuite endpoint. You can associate a NetSuite credential with one or more NetSuite data sources as a centralized way of reusing NetSuite login details.

A NetSuite credential contains a:

NetSuite Account ID

Token ID

Token Secret

Because token-based authorization keys function exactly like a password for a NetSuite account,

Adaptive Planning

prevents viewing their values the moment you enter them. Always treat token-based authorization keys as you would a password.

NetSuite Token Based Authentication uses HMAC-SHA256 signature method.

Prerequisites

In NetSuite

Generate Token-Based Authentication Keys in NetSuite for the user that integrates with Adaptive Planning and have the keys available.

In Adaptive Planning

Permissions required: Integration Operator, Data Designer

If you have an existing NetSuite data source we recommend that you update to the latest NetSuite version.

If you create a new NetSuite data source, it automatically uses the the latest NetSuite version endpoint. You can create credentials without having to upgrade.

Navigation

Integration > Design Integrations.

Basic Steps

Create a new NetSuite Credential

Name the NetSuite Credential and enter the NetSuite Account ID and its token-based authentication keys

Associate the credential with a NetSuite data source that uses at least the NetSuite 2020.1 endpoint.

Create a NetSuite Credential

Select Credentials
in the Component Library.

Select Create New Credential
in the Credentials menu.

Select NetSuite Credential
.

Enter a unique name for the credential.

Enter the NetSuite Account ID. This field remains visible after you save.

Enter the Token ID and Token Secret
you generated from NetSuite. For security reasons, these secrets fields get hidden the moment you enter them into Adaptive Planning.

Select Save
in the actions panel.

Associate a NetSuite Credential with a NetSuite Data Source

Select Data Sources
in the Component Library
.

Select a NetSuite data source that uses a the latest NetSuite version upgraded endpoint.

Select a NetSuite Credential in the Credentials
dropdown.

Save the data source.

See Upgrade NetSuite Data Sources.