NetSuite Configurations: Set up an Integration User That Is Not a Full Administrator

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 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
  • 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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