> For the complete documentation index, see [llms.txt](https://integrations.drivetrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-netsuite.md).

# Integrating with NetSuite

Connect NetSuite ERP to Drivetrain and sync actuals into financial planning models. Covers TBA token setup, integration record creation, and authorization.

[Prerequisites](#prerequisites)

[NetSuite setup](#netsuite-setup)

[Step 1: Enable web services](#step-1-enable-web-services)

[Step 2: Create a user and assign administrator role to that user](#step-2-create-a-user-and-assign-administrator-role-to-that-user)

[Step 3: Create an integration](#step-3-create-an-integration)

[Step 4: Generate the token key and token secret](#step-4-generate-the-token-key-and-token-secret)

[Step 5: Get account ID](#step-5-get-account-id)

[Step 6: Set up NetSuite saved search](#step-6-set-up-netsuite-saved-search)

[Drivetrain setup](#drivetrain-setup)

[Step 1: Navigating to the NetSuite connector](#step-1-navigating-to-the-netsuite-connector)

[Step 2: Entering credentials](#step-2-entering-credentials)

[Step 3: Add saved search (optional)](#step-3-add-saved-search-optional)

[Access to NetSuite interface](#access-to-netsuite-interface)

## Prerequisites

To connect NetSuite to Drivetrain, you need:

* An active Oracle NetSuite account
* Admin privileges to your NetSuite instance
* Admin privileges in Drivetrain

## NetSuite setup

### Step 1: Enable web services

Web services will usually be enabled as part of the admin access provided to Drivetrain. If it isn't, you can enable the feature at **Setup** > **Company** > **Enable Features**, in the **SuiteTalk (Web Services)** section on the **SuiteCloud** subtab.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-0777872b84a05788323381985e17b2bf7ad35143%2FNetsuite-2.avif?alt=media)

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-9c30072bd5006c7812970333b4aba2a70e92a6dd%2FNetsuite-1.avif?alt=media)

### Step 2: Create a user and assign administrator role to that user

* From the menu bar, navigate to **Lists** > **Employees** > **Employees** > **New.**

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-214bc67031c5cdc4f3bf9dcb6c0c1e8699a9881b%2FScreenshot%202025-04-16%20at%208.09.32%E2%80%AFPM.png?alt=media)

* Select the form as "**Standard Employee Form**" and enter name as "**Drivetrain Integration**".
* If you’ve created a service account under your company’s domain, use that email address.

  *Example:* If your company is mycompany, and the service account is `drivetrain@mycompany.com`, use that email.
* If you’re using a Drivetrain-provided service account, the email typically follows this format: `dp-@drivetrain.ai`. Please confirm the exact email with your **Data Integration Manager** or **Customer Success Manager**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-9b68bb076f16117a8be51a62d40caf9934a8b2e2%2FScreenshot%202025-04-16%20at%208.31.55%E2%80%AFPM.png?alt=media)

* Click the **Access** subtab.
* Check **Give Access** and **Send Notification Email**.
* Assign a password of your choice.
* Set **Role** to **Administrator** and click **Add**.
* Click **Save**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-275f36f72d271b532719e67923a4446981351ade%2FScreenshot%202025-04-16%20at%2010.11.00%E2%80%AFPM.png?alt=media)

### Step 3: Create an integration

* From the menu bar, navigate to **Setup** → **Integration** → **Manage Integrations** → **New**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-c1e9599867cde55ff5b787773ac0c513a3b57c91%2FNetsuite-6.png?alt=media)

* On the Integration page:
  * Fill in the **Name** field. We recommend using "**Drivetrain Integration**".
  * Under the **Authentication** section, check **TOKEN-BASED AUTHENTICATION** and uncheck **TBA: AUTHORIZATION FLOW**.
  * In the **OAuth 2.0** section, uncheck **AUTHORIZATION CODE GRANT**.
  * Click **Save**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-63c041d0f367fbc8f87e2690e318379fb4d87cda%2Fnetsuite-07.png?alt=media)

After you've saved the settings above, scroll down to the bottom of the page. Under the **Client Credentials** section, you will get:

* **Consumer Secret**
* **Consumer Key**

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-19baabfc18a9bed176836b0d9166c261ac0437ea%2FScreenshot%202025-04-17%20at%2012.53.14%E2%80%AFPM.png?alt=media)

{% hint style="info" %}
Please make note of both items in a secure document, as they will be required later and will not be accessible once you move to another page.
{% endhint %}

### Step 4: Generate the token key and token secret

* Log into NetSuite with the admin account for Drivetrain.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-f099d80780ac21aa914335453e647807a20f105b%2FScreenshot%202025-04-17%20at%201.02.57%E2%80%AFPM.png?alt=media)

* Click the **Home** icon.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-7e5599f9641ff59293baaa11e59f528475a4096c%2FScreenshot%202025-04-17%20at%201.11.17%E2%80%AFPM.png?alt=media)

* On the left side, under the Home section, scroll to the bottom.
* Click **Manage Access Tokens**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-faf07d62ff5b32c8b4c298f0435952c13e2b8b5a%2FScreenshot%202025-04-17%20at%201.13.21%E2%80%AFPM.png?alt=media)

* Click **New My Access Token**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-dcc0b524108b7d827eb585856e262c57d9d15a85%2FScreenshot%202025-04-17%20at%201.17.24%E2%80%AFPM.png?alt=media)

* In the dropdown list for **APPLICATION NAME**, select the integration you created in **Step 3**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-67e876f92fd3e0a8aed6a13cddd1aa9622300082%2FScreenshot%202025-04-17%20at%201.19.33%E2%80%AFPM.png?alt=media)

Click **Save** and scroll down to the bottom of the page to get the:

* **Token ID**
* **Token Secret**

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-5d5fd520a9289498fa0329b58d235951d210f61f%2FScreenshot%202025-04-17%20at%201.21.49%E2%80%AFPM.png?alt=media)

{% hint style="info" %}
Please make note of both items in the same secure document, as they will be required later and will not be accessible once you go to another page.
{% endhint %}

### Step 5: Get account ID

* From the menu bar, navigate to **Setup** → **Company** → **Company Information**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-23c0f178661437cfe544b52ededb31410a494db8%2FScreenshot%202025-04-17%20at%201.25.27%E2%80%AFPM.png?alt=media)

You will find the **Account ID** here. Please note it down in the same document where you note the credentials generated in the last two steps.

{% hint style="info" %}
This completes your NetSuite setup for standard objects. The steps below set up saved searches. We recommend completing them as well if you need to pull data from saved searches in the future. If you have any questions or run into any issues with this part of the integration process, please contact your customer success manager for assistance.
{% endhint %}

### Step 6: Set up NetSuite saved search

1. Download the script from <https://highway-cdn.drivetrain.ai/scripts/DrivetrainSavedSearch.zip> and unzip it.
2. To install the script, navigate to **Customization** > **Scripting** > **Scripts** > **New**. You'll see the Upload Script File form.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-5785b8522e80a1eb86c33b18cb68f79f3f50c67f%2FScreenshot%202025-04-17%20at%201.46.36%E2%80%AFPM.png?alt=media)

3. Hover over the Script File field, and you'll see a **+** button appear to the right of the field. Click the button and the File upload form will appear.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-66f24ab9ad340897c9a2355c3678a12df1d086ef%2FScreenshot%202025-04-17%20at%201.48.37%E2%80%AFPM.png?alt=media)

4. By default, the script will be uploaded to the SuiteScripts folder in your File Cabinet (or to the last folder that you uploaded a script to). If you'd like to install the script in an alternative folder, select it from the Folder field.
5. Next, click the **Choose File** button in the Select File field. Then navigate to the folder that you unzipped the file to, and select the file.
6. Then click the **Save** button. The file will be uploaded, and then the Upload Script File form will reappear, with the Script File field loaded.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-0364a1362455a399b20eae8d29602e8dbbb98792%2FScreenshot%202025-04-17%20at%201.53.54%E2%80%AFPM.png?alt=media)

7. Upon saving, the script file will be populated in the Upload Script File form. Click the **Create Script Record** button. The Script form will appear.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-af96bd474f56a40ddd857f032fe566ef76c7139b%2FScreenshot%202025-04-17%20at%201.55.30%E2%80%AFPM.png?alt=media)

8. In the script form, enter **Name** as "**Drivetrain Saved Search**" and **ID** as "**drivetrainsavedsearch**". Click the **Deployments** tab and enter the **Title** as "**DrivetrainSavedSearch**".
9. Mark the status as **Released**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-56b5dd5fe3f44c70e91eb8cebeefd02cd7eb9d6a%2FScreenshot%202025-04-17%20at%202.00.33%E2%80%AFPM.png?alt=media)

10. Click **Save** to finish the installation process.
11. After saving, click on the Deployment title to view the Script Deployment form.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-b8544297427a92de2a52de0aa659c46db05fbdb2%2FScreenshot%202025-04-17%20at%202.02.17%E2%80%AFPM.png?alt=media)

12. Click the deployed script and on the next page, make a note of **External URL**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-39d37ff9bea68d286757040245c263dab75c91fe%2FScreenshot%202025-04-17%20at%202.06.51%E2%80%AFPM.png?alt=media)

13. Edit the Script Deployment and update the role for the script (which you created for "Drivetrain Integration" user). In this example, the user created in Step 2 has the "Administrator" role. Click **Save**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-0cfac5ce27be589b93a502e3c3a25c8e78f6a292%2FScreenshot%202025-04-17%20at%202.18.43%E2%80%AFPM.png?alt=media)

14. Go back to **Home** and on the navigation bar under the Documents section, select **Files** > **File Cabinet** > **New**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-1d2f55426c8cefd82e00419aa53eda9c3fa0c409%2FScreenshot%202025-04-17%20at%202.32.56%E2%80%AFPM.png?alt=media)

15. Add a folder named **DrivetrainExports** in the root of the File Cabinet and click **Save**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-d70f8b5034565e3f09d78a15356ef1338acae40f%2FScreenshot%202025-04-17%20at%202.37.27%E2%80%AFPM.png?alt=media)

## Drivetrain setup

### Step 1: Navigating to the NetSuite connector

* Sign in to your Drivetrain instance. Make sure you are logged in as an administrator.
* Click **+ Add Data Source**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-b686fc3b0d4fbed523567f2a6c09e7140a5f251f%2FScreenshot%202025-04-17%20at%202.39.54%E2%80%AFPM.png?alt=media)

* Select the **NetSuite** data connector from the list of integrations.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-26d4d370b6765418902cdc164931025ca085015c%2Fnetsuite-27.png?alt=media)

### Step 2: Entering credentials

* Enter the keys, secrets, and account ID you generated when setting up your NetSuite account, and click **Connect**:
  * **Consumer Secret**
  * **Consumer Key**
  * **Account ID**
  * **Token Key**
  * **Token Secret**

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-a8b944ab0f6a1fb4eb0e7526605758951374b70e%2FScreenshot%202025-04-17%20at%202.41.52%E2%80%AFPM.png?alt=media)

* You will be redirected to the **Data** page where you will be able to see your new NetSuite connection.

Once the sync is complete, you will be able to see your NetSuite data on Drivetrain!

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-10b8b0ef076e1f88d9605a3f11bfbc83649e82d1%2FScreenshot%202025-04-17%20at%207.43.05%E2%80%AFPM.png?alt=media)

### Step 3: Add saved search (optional)

{% hint style="info" %}
After the data sync for standard objects is complete, you may proceed to pull saved searches.

This step is optional—customers who do not wish to retrieve data from saved searches can simply skip it.

**Important: prerequisites for adding saved searches**

Access for the saved search should be **Public**.

External URL generated in Step 6 of the NetSuite setup must be shared before proceeding. If you skipped that step, please complete it before adding any saved searches.
{% endhint %}

* In the top-left corner of the NetSuite connector's data page, click **Add Saved Search**.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-27fa2e7743996cc112198a76a097915911ed78ef%2FScreenshot%202025-04-17%20at%205.07.28%E2%80%AFPM.png?alt=media)

* Enter the saved search ID and the display name you want for the dataset. You can get the saved search ID from the saved search URL. For example, if your saved search URL is `https://123456.app.netsuite.com/app/common/search/searchresults.nl?searchid=884&whence=`, then your ID is `884`.

![](https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-9ab4686271fb73b120dd36e450bbcfb368bd139d%2FScreenshot%202025-04-17%20at%205.17.52%E2%80%AFPM.png?alt=media)

* Click **Create**. Once the sync is complete, you will be able to see the saved search dataset.

### Access to NetSuite interface

{% hint style="info" %}
If you connected NetSuite with your own account instead of creating one for Drivetrain, we need read access shared with a Drivetrain account. We need this access to run some internal data quality processes. If you have any questions or run into any issues with this part, please contact your customer success manager for assistance.
{% endhint %}


---

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