Setting Up a NetSuite Connection

Open the left drawer menu

Navigate to Flows > Connections

Click the “Add New” button at the top of the page

This opens a multi-step wizard to guide you through setting up your NetSuite connection.

Choose the App

• In the app selection screen, locate NetSuite in the list of available services.
• You may find it under the Recommended tab, but if not you can use the search box to look for it, or switch to the All tab to browse all existing services.
• Click on the NetSuite tile to continue.
  
  💡 If you already have one or more Salesforce connections set up, Noca will detect them and display them in a list.
• You can review and edit existing connections if needed.
• To proceed with a new setup, click the “Create New” button.
  

Connection Details

Here, you’ll fill in:

• Connection Name – A clear, unique name for this connection
  
• Description – Optional but helpful for identification
• Authentication Method – Choose either OAuth 1.0 or OAuth 2.0 (recommended)

OAuth 1.0

If you select OAuth 1.0 (default), you’ll need to provide:

• Account ID
• Access Token
• Token Secret
  Fill in the required credentials provided by NetSuite.

OAuth 2.0

If you choose OAuth 2.0, you’ll be prompted to:

• Select or create a Certificate from a dropdown
• Enter an Account ID

Creating a New Certificate

If no certificate exists, or you choose “Create New Certificate”:

• A secondary modal will open above titled “Add Key”
• Provide a Certificate Name

  And then you have two options::

Option A: Upload a certificate

• Upload:
  

  • Public Key
  • Private Key
  • Certificate file

Option B: Generate a certificate in-app

• Fill in:
  

  • Common Name
  • Country Name
  • Locality Name
  • State / Province
  • Organization Name
  • Organizational Unit

Once completed:

• Noca will generate and display the certificate, private key, and public key
• You can now download the certificate locally

Install the Noca Bundle in NetSuite and Assign Noca Integration Role

After saving your certificate:

Step 1: Go to your NetSuite account

Step 2: Navigate to Customization> SuiteBundler> Search & Install Bundler

Step 3: Search &Install the Noca AI bundle ID: 560982

Step 4: Navigate to Setup->Users/Roles->Manage Users and assign Noca Integration Role to a user under Access

Step 5: Navigate to Setup > Integration > OAuth 2.0 Client Credentials

Step 6: Click Create New

Step 7: Under Integration, select Noca Integration

Step 8: Upload the certificate file you downloaded earlier

Step 9: Copy your NetSuite Account ID (from the URL)

Paste it back into the Account ID field in Noca

Test and Save

Once authenticated, you’ll see confirmation that the connection was established.

At the bottom of the screen, you’ll find three options:

• Test Now– (Recommended) Run a quick test to ensure the connection is valid and responsive.
• Cancel – Exit the wizard without saving.
• Save – Finalize the setup.

  After saving, the new Salesforce connection will appear in your main Connections table, ready to be used in your flows.