How-to Guide: Connect NetSuite to Ledge (without installing a bundle)

In the guide below we will collect the three components required to connect NetSuite to Ledge:

1. Account ID

2. Client ID

3. Certificate ID

Note: Administrator privileges are required to complete this guide.

Get your NetSuite Account ID

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)

Enable Web Services

Search for or navigate to the Enable Features page.

Under the SuiteCloud tab, check the boxes for SOAP WEB SERVICES and REST WEB SERVICES.

Create a Role with all required access permissions

In the NetSuite app, when logged in as Administrator, search for or navigate to the Manage Roles page and click New Role. Name the role, e.g. Ledge Role.

Under the Permissions tab add the following permissions and levels (please note that depending on your setup, some of the items below may not appear):

Transactions

Audit Trail - View

Bill Purchase Orders - Full

Bills - Full

Cash Sale - Full

Cash Sale Refund - Full

Check - Full

Credit Card - Full

Credit Card Refund - Full

Credit Memo - Full

Credit Returns - Full

Currency Revaluation - View

Customer Deposit - Full

Customer Payment - Full

Customer Refund - Full

Deposit - Full

Deposit Application - Full

Enter Opening Balances - Full

Enter Vendor Credits - Full

Estimate - Full

Expense Report - Full

Finance Charge - Full

Find Transaction - Full

Invoice - Full

Invoice Approval - Full

Invoice Sales Orders - Full

Item Fulfillment - Full

Item Receipt - Full

Journal Approval - Full

Make Journal Entry - Full

Pay Bills - Full

Pay Sales Tax - Full

Post Vendor Bill Variances - Full

Posting Period on Transactions - Full

Purchase Order - Full

Receive Order - Full

Receive Returns - Full

Reconcile - Edit

Refund Returns - Full

Return Auth. Approval - Full

Return Authorization - Full

Sales Order - Full

Sales Order Approval - Full

Statement Charge - Full

System Journal - Full

Transfer Funds - Fullֿ

Vendor Bill Approval - Full

Vendor Payment Approval - Full

Vendor Return Auth. Approval - Full

Vendor Return Authorization - Full Vendor Returns - Full

View Payment Events - Full

Reports

SuiteAnalytics Workbook - Edit

Lists

Accounts - Full

Address List in Search - Full

Classes- Full

Companies- Full

Contacts - Full

Currency - Full

Custom Record Entries - Full

Customers - Full

Departments - Full

Employee Record - View

Employees - View

Items - Full

Locations - Full

Perform Search - Full

Subsidiaries - Full

Tax Details Tab - Full (if the SuiteTax feature is enabled)

Tax Records - Full

Vendors - Full

Setup

Accounting Lists - Full

Accounting Management - Full

Custom Body Fields - Full

Custom Fields - View

Custom Record Types - View

Custom Segments - Full

Deleted Records - Full

Log in using Access Tokens - Full

Log in using OAuth 2.0 Access Tokens - Full

Mobile Device Access - Full

Manage Accounting Periods - View

Other Lists - Full

REST Web Services - Full

Records Catalog - Full

SOAP Web Services - Full

If NetSuite is configured as Multi Subsidiary, under ACCESSIBLE SUBSIDIARIES, pick All and check the box for ALLOW CROSS-SUBSIDIARY RECORD VIEWING.

Assign Role to 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 the role created, add it to the user and click Save.

Generate a Consumer Key

Search for or navigate to the Manage Integrations page.

Click New, and then on the integration page make the following changes:

1. Name the integration, e.g. Ledge Integration

2. Under Token-based Authentication, uncheck the boxes for the following:

   1. TBA: AUTHORIZATION FLOW

   2. TOKEN-BASED AUTHENTICATION

   3. AUTHORIZATION CODE GRANT

3. Under OAuth 2.0, check the boxes for the following:

   1. CLIENT CREDENTIALS (MACHINE TO MACHINE) GRANT

   2. RESTLETS

   3. REST WEB SERVICES

Click Save. From the Client Credentials section that now appears, copy the CONSUMER KEY / CLIENT ID and paste it into the Client ID field in the setup form on Ledge (2).

Generate OAuth 2.0 Client Credentials

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:

1. Under ENTITY, pick the user to which you previously assigned the role

2. Under ROLE, pick the role you previously created

3. Under APPLICATION, pick the integration you previously created

4. 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 (3).

Optional: Create a Custom Body Field for Links Back Into Ledge

Search for or navigate to the Transaction Body Fields page and click New.

Fill out the following details:

• Label: Ledge Link

• ID: _ledge_link

• Type: Hyperlink

Under Applies To, check the following boxes:

1. CUSTOMER PAYMENT

2. DEPOSIT

3. DEPOSIT APPLICATION

4. JOURNAL

5. VENDOR PAYMENT

Click Save.