How To - Set up an Integration User for Netsuite That Is Not a Full Administrator

For those customers that do not want to authenticate their Bedrock Data Netsuite integration using a Full Administrator user can follow the steps below to create a new Integration User with the minimum permissions needed to allow for the Bedrock sync to function.

  1. Create a new role (Setup>Users/Roles>Manage Roles>New)
  2. Name the role "Bedrock Integration"
  3. Set the Center Type to System Administrator Center
  4. If you are OneWorld customer, select the appropriate subsidiaries. This is not required if you are not a OneWorld Netsuite customer.
  5. Populate the Permissions tab per the table below
  6. Ensure "Web Services Only Role" is Unchecked
  7. Click Save
  8. Find your user (Setup>Users>Manage Users) and click on the user name
  9. Click Edit
  10. Go to the Access Tab and add the "Bedrock Integration" role
  11. Click Save
  12. Go to Bedrock Data and auth a connector with your user and password and then select the Bedrock Integration role
Transactions Opportunity Full
Lists Contact Roles Full
Lists Contacts Full
Lists Customers Full
Lists Employees Full
Lists Employee Record Full
Lists Tasks Full
Lists Event Full
Lists Cases Full
Setup Deleted Records Full
Setup Enable Features Full
Setup Set Up Company View
Setup Web Services Full
Setup User Token Access Full
Setup Custom Body Fields View
Setup Custom Column Fields View
Setup Custom Entity Fields View
Setup Custom Fields View
Setup Custom Event Fields View
Setup Custom Item Fields View
Setup Custom Item Number Fields View
Setup Custom Lists View
Setup Custom Transaction Fields View
Setup Other Custom Fields View

Once you have this new user setup, head back to the Connector settings for Netsuite and complete the installation process.  Here's the help article on how to install Netsuite in Bedrock.

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