---
title: "Integrating with NetSuite"
slug: "integrating-with-netsuite"
updated: 2026-09-25T18:36:53Z
published: 2026-09-25T18:36:53Z
canonical: "support.makershub.ai/integrating-with-netsuite"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.makershub.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating with NetSuite

This article will cover the steps to connect MakersHub with your NetSuite account. There are two main steps to setting up the connection with MakersHub:

1. Set up and gather the required information from NetSuite.
2. Entering the information from NetSuite into MakersHub and testing the connection.

## NetSuite

### Create MakersHub Role

> [!NOTE]
> Bundle Installation of Role
> 
> You may follow the below to manually create the role within NetSuite, however you may also request access to our bundle “MakersHub Integration Role” that will install the role into your NetSuite environment. Please reach out to Support@makershub.com for access along with your NetSuite account Id.

Go into **Setup** > **Users/Roles** > **Manage Roles**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Manage Roles.jpg)

Click into **Customize** next to the Accountant Role.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Accountant Role.jpg)

Rename to “MakersHub Agent”, check **All Subsidiaries,** check **“ Allow Cross-Subsidiary Record Viewing”** and check the box for **Webservices Only Role**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/NetSuite Role setup.jpg)

Under permissions tab add the following permissions if they do not already exist then **Save**. Note: Some permissions may not apply to your account depending on your settings.

- Lists > **Currency = View**
- Lists > **Subsidies = Full**
- Lists > **Custom Segments = Full**
- Lists > **Custom Records = Full**
- Setup > **Access Token Management = Full**
- Setup > **Login Using Access Token = Full**
- Setup > **Custom Fields = Full**
- Setup > **Custom Lists = Full**
- Setup > **Records Catalog = View**
- Setup > **Custom Column Fields = Full**
- Setup > **Custom Body Fields = Full**
- Setup > **Custom Event Fields = Full**
- Setup > **Custom Record Types = Full**
- Setup > **Rest Web Services = Full**
- Setup > **User Access Tokens = Full**
- Reports > **SuiteAnalytics Workbook = Full**
- Custom Record > **Events = Full**

> [!WARNING]
> **Access Token Permissions Not Under Setup**
> 
> If you do not see the “access token” permissions on the drop down, this will need to be enabled under Setup > Company > Enable Features > Suite Cloud > Check “Token-based Authentication”.

## Custom Segments

If you are utilizing custom segments you will need to enable access into the custom segment for MakersHub to be able to access this. If you do not have custom segments please proceed to the next section.

### Create integration User

> [!NOTE]
> Best Practice
> 
> This role can be assigned to any user, however best practice is to create a unique Integration User per integration.

Go to **Lists** > **Employees** > **Employees** > **New**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/New Employee.jpg)

Fill in the following:

- Name: “MakersHub Integration User”
- Email: Enter an email for this user. We recommend using a general IT email as the role will be only accessible via Webservices and not tied to a specific user and if a user were to leave it would not interrupt the connection.
- Subsidiary: Select your Parent/top level Subsidiary
- Select **Give Access**
- Manually assign password or send notification email
- Assign the **MakersHub Role** we created in step 1
- **Save**

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/NetSuite User Setup.jpg)

### Find your Company ID

Go to **Setup** > **Company** > **Company Information**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Comnpany Information.jpg)

Find your **Account ID** and copy it down; we will utilize this later in MakersHub.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Account ID.jpg)

### Create Integration Connection for App

Go to **Setup** > **Integrations** > **Manage integrations** > **New**

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Manage integration.jpg)

Enter the name “MakersHub Connect” and select the two boxes for **Token Based Authorization** and **TBA: Issue Token Endpoint**. Turn off **Authorization Code Grant** and **Save**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/MakersHub connect.jpg)

Copy down the **Secret and Consumer Keys** as we will need them for MakersHub.

> [!CAUTION]
> Secret Key
> 
> Once you exit this screen the secret key will not be accessible again.

### Create Integration User

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

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Access Token.jpg)

> [!CAUTION]
> Access Token Not in Drop Down
> 
> If you do not see the “access token” on the drop down, this will need to be enabled under Setup > Company > Enable Features > Suite Cloud > Check “Token-based Authentication”.

Fill in the following Information:

- Application Name: Select the connection we created in last step - **MakersHub Connect**.
- User: **Integration User** created in Step 1
- Role: **MakersHub Agent** that we created in Step 1 and assigned in Step 2
- Token Name: This will default to “**MakersHub Connection – Integration**”. We recommend leaving this name.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2025-12-15_07h57_52.jpg)

Copy down the **Secret and Token Keys** as we will need them for MakersHub.

> [!CAUTION]
> Secret Key
> 
> Once you exit this screen the secret key will not be accessible again.

## MakersHub

### Setup Connection with MakersHub

Go to your **Name in the upper right** > **Integrations** and then click **connect** next to NetSuite.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Connect to NetSuite.jpg)

Enter the information copied from QuickBooks into the corresponding fields. The Integration Connection for App maps to the consumer keys, and the Integration User maps to the Token IDs.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Connect in MakersHub.jpg)

Click the **Test Connection** button in the bottom left.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Test connection netsuite.jpg)

Once the test is successful click on the **Sync Data with NetSuite**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Sync data with netsuite.jpg)

Congratulations you have successfully created a connection between NetSuite and MakersHub.