With NetSuite setup with the installed bundle, a dedicated Stax Bill user and role, and the recorded Token ID and Token Secret, you can now connect Stax Bill to NetSuite.
- Log in to your Stax Bill account.
- In Stax Bill, on the side menu, navigate to Settings > Integrations > Netsuite.
- On the NetSuite Configuration page, enter the information for each field.
- NetSuite Account ID: This is displayed in NetSuite by navigating to Setup >Company >Company Information.
- Token ID: The token ID that was generated in NetSuite.
- Token Secret: The Token Secret that was generated in NetSuite.
- NetSuite Subsidiary ID: The Subsidiary ID can be located in NetSuite by navigating to Setup >Company > Subsidiaries. Use the appropriate Subsidiary Internal ID listed.
- NetSuite Customer Type: Select the appropriate entity.
- NetSuite Sandbox: Select On if this is a sandbox. If this is a production system, turn it Off.
- Click Save.
- On the Credentials page, click Validate. If you are not logged into NetSuite, you may be asked for the user and password associated with your account.
- On the Activation page, click Activate.