For customers that do not want to authenticate their Formstack Sync NetSuite integration using an Administrative User, follow the steps below to create a new Integration User with the minimum permissions needed to allow for Sync to function.
- Create a new role (Setup>Users/Roles>Manage Roles>New)
- Name the role "Formstack Sync Integration"
- Set the Center Type to System Administrator Center
- If you are a OneWorld customer, select the appropriate subsidiaries. This is not required if you are not a OneWorld Netsuite customer.
- Populate the Permissions tab per the table below
| Sub-tab | Permission | Level |
| Transactions | Opportunity | Full |
| Lists | Cases | Full |
| Lists | Contact Roles | Full |
| Lists | Contacts | Full |
| Lists | Customers | Full |
| Lists | Employee Record | Full |
| Lists | Employees | Full |
| Lists | Events | Full |
| Lists | Tasks | Full |
| Setup | Custom Body Fields | View |
| Setup | Custom Column Fields | View |
| Setup | Custom Entity Fields | View |
| Setup | Custom Event Fields | Full |
| Setup | Custom Fields | Full |
| Setup | Custom Item Fields | View |
| Setup | Custom Item Number Fields | View |
| Setup | Custom Lists | View |
| Setup | Custom Transaction Fields | View |
| Setup | Deleted Records | Full |
| Setup | Enable Features | Full |
| Setup | Other Custom Fields | View |
| Setup | REST Web Services | Full |
| Setup | Set Up Company | View |
| Setup | User Token Access | Full |
| Setup | View SOAP Web Services Logs | Full |
- Ensure "Web Services Only Role" is Unchecked
- Click Save
- Find the User (Setup>Users>Manage Users) that you'll use for this purpose click on the user name
- Click Edit
- Go to the Access Tab and add the "Formstack Sync Integration" role
- Click Save
Once you have this new user setup, head back to the NetSuite Connector Installation article to finish configuring your NetSuite Connector with this new Role.
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