Instructions

Act-On connects to NetSuite using Token-Based Authentication (2FA). To connect, you must perform the following actions:

1. Create an Act-On Integration in NetSuite
2. Create Access Tokens in NetSuite
3. Connect Act-On to NetSuite

Step 1: Create an Act-On Integration in NetSuite

1. Log in to your NetSuite account using an Administrator role
2. Go to Setup > Integrations > Manage Integrations
3. Select New to create an application for your Act-On integration
4. Give your integration a descriptive name (e.g. ActOnTBA)
5. In the Authentication section, select User Credentials and Token Based Authentication 
6. Click Save
7. A Consumer Key and Consumer Secret will display. You need these to connect to Act-On. Save these keys. We recommend storing them securely.

Step 2: Create Access Tokens in NetSuite

We recommend connecting to NetSuite using an Administrator role. If you choose to do so using a different role, it must have the minimum permissions.

If you change a User's assigned Role in NetSuite, this may require a new Access Token for Act-On (more info here).

1. Log in to your NetSuite account using an Administrator role
2. Navigate to Setup > Users/Roles > Access Tokens > New
3. From the Application Name dropdown, select the application you just created (e.g. ActOnTBA).
4. Select the User you are creating Access Tokens for
5. Select an available Role
6. The Token Name field will auto-populate. You may edit this.
7. Click Save
8. The Token ID and Token Secret will display. You need these to connect to Act-On. Save these keys, we recommend storing them securely.

Step 3: Connect Act-On to NetSuite

1. Log in to your Act-On account as an Administrator or Marketing User
2. Navigate to Settings > Connectors > CRM > NetSuite
3. Click Connect
4. Enter your credentials:
   • Account ID
   • Token ID
   • Token Secret
   • Consumer Key
   • Consumer Secret
5. Click Login
6. Next, select the Status for new companies from the menu
   • When new Leads are created for a Company that is not in your NetSuite account, this will determine the Entity type for the record (such as Customer, Lead, Prospect) and its status. Available options vary depending on your NetSuite settings.

Once you are logged in and successfully connected, the page will reflect that the NetSuite connector is active.

Next Steps

Go to our NetSuite Integration Guide to setup your Marketing Lists, Lead Score syncs, install the Act-On bundle, and more.

FAQs

Minimum user permissions for NetSuite

These are the minimum permissions for a role connecting to Act-On:

• Employee Restrictions: None
• Subsidiary Restrictions: (enable) All
• Permissions > Lists
  • Accounts: Full
  • Classes: Full
  • Companies: Full
  • Contact Roles: Full
  • Contacts: Full
  • Custom Record Entries: Full
  • Customer Profile: Full
  • Customers: Full
  • Employee Records: View
  • Employees: View
  • Marketing Campaigns: Full
  • Notes Tab: Full
  • Subsidiaries: Full (if applicable)
  • Track Messages: Full
• Permissions > Setup
  • Accounting Lists: Full
  • CRM Lists: Full
  • Company Information: Full
  • Custom Entity Fields: Full
  • Custom Fields: Full
  • Custom Lists: Full
  • Custom Record Types: Full
  • Customer Status: Full
  • Deleted Records: Full
  • User Access Tokens
  • WebServices: Full
• Forms > Entity
  • Ensure all form options for Type:Contact are enabled
  • Ensure all form options for Type:Customer/Lead/Prospect are enabled

In NetSuite, permissions will vary based on department, subsidiary, role, and other settings which may have been customized for your account. If you are experiencing permissions errors with specific fields, records, or data types please contact your NetSuite Administrator for assistance.

Minimum Account Settings for NetSuite

1. Log into your NetSuite account using an Administrator role
2. Go to Setup > Company > Enable Features > SuiteCloud
3. Accounts must have the following features enabled to connect to Act-On:
   
   • SuiteScript:
     • Client SuiteScript
     • Server SuiteScript
   • SuiteTalk:
     • Web Services
   • Manage Authentication:
     
     • SuiteSignOn
     • Token-Based Authentication
4. If you made changes, click Save.