NetSuite Integration Overview

Step 1: Connect the NetSuite Integration to Ironclad

Follow these steps to create an integration record in NetSuite and get the credentials needed for Ironclad.

1. In NetSuite, navigate to Setup > Integration > Manage Integrations.
2. Click New.
3. Complete the fields in the following order:
   • Name: Ironclad
   • State: Enabled
   • Unselect TBA: Authorization Flow
   • Unselect Token-Based Authentication
   • Unselect Authorization Code Grant
   • Select Client Credentials (Machine-to-Machine) Grant
   • Select REST Web Services
4. After saving, scroll to the bottom of the page and copy the following values:
   • Customer Key / Client ID
   • Customer Secret / Client Secret 
5. Click Save.
6. Save these values in a secure location. You will need them to configure Ironclad.

Step 2: Configure NetSuite in Ironclad

Required Permissions: Ironclad Admin or users with Integrations group permissions.

Now that you’ve created the integration in NetSuite, you can add the credentials to Ironclad.

1. In Ironclad, navigate to Company settings > Integrations > NetSuite.
2. Select the Settings tab.
3. In Host, enter the subdomain of your NetSuite URL.
   • Example: If your NetSuite URL is https://1234567.app.netsuite.com, your subdomain is 1234567.
4. In NetSuite Client ID, enter the Customer Key / Client ID from NetSuite.
5. In NetSuite Client Secret, enter the Customer Secret / Client Secret from NetSuite.
6. Click Save.
7. Click Generate Certificate and download the generated certificate file.

Step 3: Set up OAuth in NetSuite

Required Permissions: NetSuite Administrator

Now that you’ve configured NetSuite in Ironclad, you’ll need to configure OAuth in NetSuite using the certificate generated in Ironclad.

1. In NetSuite, navigate to Setup > Integration > OAuth 2.0 Client Credentials (M2M) Setup. 
2. Click Create New.
3. Complete the fields in the following order:
   1. Entity: Select a System Administrator generic user
   2. Role: Administrator
   3. Application: Ironclad
   4. Choose File: Upload the certificate downloaded from Ironclad
4. Click Save.
5. After saving, Ironclad will appear in your list of OAuth applications.

Copy the Certificate ID. You will need this value in Ironclad.

Step 4: Finish Configuring NetSuite in Ironclad

Required Permissions: Ironclad Admin or users with Integrations group permissions.

Now that you’ve set up OAuth in NetSuite, you’ll need to complete the authentication process by entering the NetSuite Certificate ID into Ironclad. 

1. In Ironclad, navigate to Company settings > Integrations > NetSuite. 
2. Click Settings.
3. Paste the NetSuite Certificate ID into the field labeled Enter NetSuite Certificate ID.
4. Click Link Integration.

Once linked, the NetSuite integration is enabled and ready for workflow and contract sync configuration.