How-to Guide: Set Up the Ledge Integration on NetSuite

In the guide below we will install the Ledge Integration bundle and configure the necessary permissions to connect NetSuite to Ledge.

Note: Administrator privileges are required to complete this guide.

Step 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.

Step 2: Install the Ledge Bundle

Search for or navigate to the Search & Install Bundles page.

Under KEYWORDS, search for "Ledge Integration" (ID 561650) and install the bundle. Refer to NetSuite documentation if needed.

Step 3: Assign Role to User

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.

Step 4: 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 (2).