How-to Guide: Connect NetSuite to Ledge
Last updated
Last updated
In the guide below we will collect the information required to connect NetSuite to Ledge:
Account ID
Note: Administrator privileges are required to complete this guide.
Search for or navigate to the Company Information page, and copy the value of ACCOUNT ID.
Alternatively, copy the URL prefix from your NetSuite application address. Paste it into the Account ID field in the setup form on Ledge (1)
Search for or navigate to the Enable Features page.
Under the SuiteCloud tab, check the boxes for SOAP WEB SERVICES and REST WEB SERVICES.
Search for or navigate to the Search & Install Bundles page.
The bundle created a role for Ledge, which will now need to be assigned to a user.
Search for or navigate to the Manage Users page.
Click on the user you wish to assign the role to, and then on the user page, click the Edit button.
Under the Access tab, pick Ledge's Role, add it to the user and click Save.
Back on Ledge, click the Get certificate button to download the ledge.pem file.
Search for or navigate to the OAuth 2.0 Client Credentials Setup page.
Click Create New and fill out the form as follows:
Under ENTITY, pick the user to which you previously assigned the role
Under ROLE, pick the role you previously created
Under APPLICATION, pick the integration you previously created
Under CERTIFICATE, upload the ledge.pem file you downloaded above
Click Save. Copy the CERTIFICATE ID of the new certificate and paste it into the Certificate ID field in the setup form on Ledge (2).
Under KEYWORDS, search for "Ledge Integration" (ID 561650) and install the bundle. Refer to if needed.
