NetSuite needs a separate user just for Grow. You can find out more about the separate user here.
NOTE: While you are logged in to Grow, you can't be logged in to NetSuite at the same time. Otherwise, Grow will return an error about permissions.
Once you have that, here is how to connect your NetSuite account to Grow.
First, log in to your Grow account and click Add Metric. Select NetSuite from the list of data sources, then click the blue connect button.
To connect your NetSuite account, you will need to have your NetSuite credentials, account ID, security questions and answers, and your NetSuite data center.
To get your account ID, log in to your NetSuite account. Once you have logged in, click on Setup, then select Integration. Go to Web Services Preferences and make sure they are enabled.
- If your Web Services Preferences are not enabled, you will get this error:
The admin on your account in NetSuite can enable Web Services Preferences for you by doing the following steps.
First, click Setup, then navigate to Company and select Enable Features. Once there, click the SuiteCloud subtab.
On this page, make sure that the Web Services box is checked. Check it if it is not. When you are done, be sure to press Save.
Once web services is enabled, you will see your Account ID. Go ahead and copy it.
If you've forgotten your NetSuite Security Questions, log in to your NetSuite account, go to Settings, then Update Security Questions.
The data center that services your NetSuite account can be located by viewing the URL when logged into your NetSuite account. The data center name is "na1, "na2", and so on.
Once you have all of this information, enter it into Grow's authorization page and press Submit.
And that's it! You're good to go.
Note: The Web Services Feature instructions were adapted from NetSuite's documentation.
Questions? Email us at email@example.com or chat in on the site.