Setting up Netsuite User Roles to get Access Tokens for Merge Link.

Step One: Finding your NetSuite Account ID

1. Log into your NetSuite portal.
2. 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

Step Two: Enable Web Services

If you have not yet enabled REST and SOAP Web Services:

1. In your Netsuite account, go to Setup > Company > Enable Features.
   • You must be an Administrator of your Netsuite account to see this option.
2. Under SuiteCloud, check the boxes next to SOAP WEB SERVICES and REST WEB SERVICES.

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.

1. 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.