Setting up Netsuite User Roles to get Access Tokens for Merge Link.
Step One: Finding your NetSuite Account ID
- Log into your NetSuite portal.
- Copy the subdomain of the URL at the top of your browser and enter it within Merge Link.
- Your NetSuite Account ID is the combination of letters or numbers before "app.netsuite.com"
- For example, if your URL is "https://7600508.app.netsuite.com/app/center/card.nl?sc=-29&whence=", the value to input within Merge Link is 7600508
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Step Two: Enable Web Services
If you have not yet enabled REST and SOAP Web Services:
- In your Netsuite account, go to Setup > Company > Enable Features.
- You must be an Administrator of your Netsuite account to see this option.
- Under SuiteCloud, check the boxes next to SOAP WEB SERVICES and REST WEB SERVICES.
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Step Three: Setup a Role with All Transactions and Setup Permissions
**If you know that you already have a user role with access to all transactions (all setup permissions below must be selected with a full access), you can skip these steps. To check, go to Setup, Users/Roles, Manage Roles, and search through your user roles.
- In your Netsuite account, go to Setup > Users/Roles > Manage Roles, and click the New option.
- You must be an Administrator of your Netsuite account to see this option.
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