Connecting NetSuite to Act-On

Use this article to complete the one-time connection between NetSuite and Act-On. This step creates a secure link so Act-On can access NetSuite data for syncing. You will configure what data to sync in the next article.

Start in NetSuite

In this section, you’ll enable required NetSuite features and create the credentials that Act-On will use to connect.

Get your NetSuite Account ID and enable Token-Based Authentication

1. Sign in to your NetSuite account as a user with Administrator access.
2. Make a note of your NetSuite account ID in a Word or Google doc. This can be found at the beginning of the NetSuite URL.
   • For example, if the URL is https://1234567.app.netsuite.com/
     Your account ID is 1234567.
3. Go to Setup > Company > Enable Features > SuiteCloud tab.
4. Check the box next to the following features to enable:
   • SuiteScript:
     - Client SuiteScript
     - Server SuiteScript
   • SuiteTalk (Web Services):
     - Soap Web Services
   • Manage Authentication:
     - SuiteSignOn
     - Token-Based Authentication
5. Click Save.

Create an Act-On integration in NetSuite

Next, create an integration record in NetSuite that Act-On will use to connect.

1. Go to Setup > Integration > Manage Integrations > New.
2. Enter Act-On as the integration Name.
3. Set State to Enabled.
4. In the Authentication section, select both Token-Based Authentication and User Credentials.
5. Click Save.
6. Copy the Consumer Key and Consumer Secret into your Word or Google doc. These only appear one time.

Create an access role in NetSuite

If your NetSuite environment already has an appropriate role, you can skip this step. If not, create a new role for the integration.

1. Go to Setup > Users/Roles > Manage Roles > New.
2. Enter Act-On Integration as the name of the new role.

3. Configure the minimum permissions required for a NetSuite role connecting to Act-On:

   • General > Employee Restrictions: None (no default)
   • Subsidiary Restrictions > Accessible Subsidiaries: Enable All 
      
   • Permissions tab > Lists sub-tab
     • 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 tab > Setup sub-tab
     • 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
     • SOAP Web Services: Full
     • User Access Tokens: Full
   • Forms tab > Entity sub-tab
     • Enable all Contact and Customer/Lead/Prospect types by checking the boxes: 
        

   In NetSuite, permissions can vary based on department, subsidiary, role, and other customized settings. If you experience permission errors with specific fields, records, or data types, contact your NetSuite Administrator. 

4. Click Save.

Create a NetSuite integration user and assign the access role

Any NetSuite user can be used, but it is a best practice to create a dedicated user that is only used by Act-On. If you decide to use an existing user, you can skip this step.

1. Go to Lists > Employees > Employees > New.
2. In Primary Information, select a Custom Form (if required) and enter the Name as Act-On Integration.
3. In Email, enter an email address for the user.
4. In Classification, select a Subsidiary from the list.
5. Scroll down to Access, select Give Access, and assign a password that meets your organization’s policy.
6. In Roles, select the Act-On Integration role you created earlier.
7. Click Add.
8. Scroll to the bottom and click Save.

Create access tokens in NetSuite

1. Go to Setup > Users/Roles > Access Tokens > New.
2. In Primary Information, select:
   • Application Name: Act-On
   • User: Act-On Integration
   • Role: Act-On Integration
   • The Token Name auto-populates.
3. Click Save.
4. A Token ID and Token Secret are displayed. Copy these into your Word or Google doc.

(Optional) Create a lead score field in NetSuite

If you plan to push the Act-On Lead Score for contacts to NetSuite, create a field in NetSuite for this data. Otherwise, skip this step.

1. Go to Customization > Lists, Records, & Fields > Entity Fields > New.
2. For Label, enter Act-On Lead Score.
3. For Type, select Free-Form Text (do not use Integer Number).
4. In the Applies to tab, select Contact.
5. In the Display tab, choose a location to display the field in NetSuite.
6. Leave Validation & Defaulting and Sourcing & Filtering blank.
7. In the Access tab:
   • Set Default Access Level to View.
   • Add the role Act-On Integration with: 
     - Access Level: Edit
     - Level for Search/Reporting: Run
   • Click Add.
8. Leave Translation blank.
9. At the bottom of the page, click Save.

Connect Act-On to NetSuite

Now that NetSuite is configured, switch to Act-On to complete the connection using the values you saved.

1. Sign in to your Act-On account as an Administrator.
2. Go to Settings > Connectors > CRM > NetSuite.
3. Click Connect.
4. Enter the credentials from your Word or Google doc:
   • NetSuite account ID
   • Token ID
   • Token Secret
   • Consumer Key
   • Consumer Secret
5. Click Login.
6. A successful connection shows as:

7. Select Status for new companies from the drop-down.
   The status list is from your NetSuite account. If you are not sure which status to use, select one now and update it later.

Next steps

Connection complete: Your NetSuite and Act-On connection is now set up. You are ready to configure syncing.

Continue to:

• For Act-On accounts using Act-On Contacts:
  Sync NetSuite Data to Act-On Contacts 
   
• For older Act-On accounts, or if you are using Marketing Lists:
  Sync NetSuite Data to Marketing Lists