Would you rather we walk you through it? Most customers do this on a short screen share with our team. Email support@owlery.ai and we’ll set one up. The steps below are here if you’d prefer to work through it yourself or hand it to your NetSuite partner.
What this setup does not involve
- No SuiteScript. Owlery uses NetSuite’s standard SuiteTalk REST and SuiteQL interfaces.
- No managed bundle. Nothing is installed into your NetSuite account.
- No user seat. Owlery authenticates as an integration, not as an employee.
- No data export. Owlery reads your account directly. You never assemble spreadsheets of sample records for us.
- No ongoing maintenance. Once the tokens exist they keep working, and Owlery monitors the connection.
What you’ll create
Setup produces five values that you hand to Owlery:Setup steps
1
Enable the required features
Go to
Setup → Company → Enable Features → SuiteCloud. Enable REST Web Services and Token-Based Authentication, then save.2
Create an integration record
Go to
Setup → Integration → Manage Integrations → New. Name it something recognizable such as Owlery, enable Token-Based Authentication, and save.NetSuite shows the Consumer Key and Consumer Secret on the confirmation screen. Copy both now.3
Set up the integration role
Create a role for Owlery and assign it to the user who will own the connection.Owlery gives you the exact permission list for your workflow. It depends on which order types and write-back actions you enable, so we scope it to what you actually need rather than asking for broad access.
4
Create an access token
Go to
Setup → Users/Roles → Access Tokens → New. Select your Owlery integration, the user, and the role you just created, then save.NetSuite shows the Token ID and Token Secret once. Copy both.5
Find your Account ID
Go to
Setup → Company → Company Information. Your Account ID is listed there. Sandbox accounts include a suffix such as _SB1.6
Send the values to Owlery
Enter them under
Settings → Integrations and click Test & Save, or send them to your Owlery contact and we’ll complete the connection for you.NetSuite’s exact menu labels vary slightly by account version and enabled features. If something isn’t where you expect it, our team can find it with you.
Recommended: use a dedicated integration role
Create a NetSuite role used only by Owlery rather than attaching the token to an existing employee role.- Permissions stay scoped to the records the integration actually uses, so the connection can’t reach data it doesn’t need.
- The role survives staff changes. Someone leaving the company doesn’t break your freight sync.
- NetSuite’s audit trail attributes every Owlery request to one identifiable role.
- Permissions can be widened one record type at a time as you enable more workflows.
Permissions
The role needs read access to the record types you want to synchronize, plus write access for any fulfillment, receipt, or order-field update you enable. Optional features may need supporting records such as locations, employees, classifications, departments, cost categories, inventory numbers, and units of measure. Owlery identifies the specific permissions your workflow requires rather than asking for blanket access.Verifying the connection
Owlery verifies access to purchase orders, sales orders, and transfer orders separately during testing. If one record type is missing a permission, we tell you which one — you won’t get a single unhelpful failure for the whole connection.Next: reading data from NetSuite
What Owlery pulls in once the connection is live.