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How to connect NetSuite

This guide walks through creating a NetSuite Integration Record, copying your Client ID / Client Secret, and connecting them in Cryptoworth.

Written by Cryptoworth Support

What you need

Field

Description

Account ID

NetSuite company ID (e.g. 1234567 or sandbox 1234567-sb1)

Client ID

Also called Consumer Key

Client Secret

Also called Consumer Secret

Redirect URI

Must match exactly in NetSuite and Cryptoworth

Prepare NetSuite

Step 1: Enable required features

  1. In NetSuite, go to Setup → Company → Enable Features

  2. Open the SuiteCloud tab

  3. Enable REST Web Services and OAuth 2.0

  4. Click Save

You need an Administrator role (or a role with Integration Application permission).


Create the Integration Record

Step 2: Open New Integration

Go to: Setup → Integration → Manage Integrations → New

Step 3: Configure the integration

On the Integration form:

  1. Name: Cryptoworth

  2. State: Enabled

  3. Open the Authentication tab

  4. Under OAuth 2.0, set: Authorization Code Grant (checked); Redirect URI: https://ai.cryptoworth.app/ons_callback (or the exact Redirect URL shown in Cryptoworth for your environment); REST WEB SERVICES under Scope (checked)

  5. Leave Token-Based Authentication unchecked unless you specifically need it

  6. Click Save

Recommended settings summary

Setting

Value

Name

Cryptoworth

State

Enabled

Authorization Code Grant

Checked

Redirect URI

REST Web Services

Checked

Public Client

Unchecked

Client Credentials (M2M) Grant

Unchecked

User Credentials

Unchecked

Step 4: Copy Client ID and Client Secret

After you save, NetSuite shows:

  • Consumer Key / Client ID

  • Consumer Secret / Client Secret

Important: These values are shown only once. Copy them immediately and store them securely. Treat them like a password. If you lose them, reset credentials on the integration record (old values will stop working).

Step 5: Find your Account ID

Use one of these:

  1. From your NetSuite URL: Production https://1234567.app.netsuite.com → Account ID = 1234567; Sandbox https://1234567-sb1.app.netsuite.com → Account ID = 1234567-sb1

  2. Or go to Setup → Company → Company Information and find Account ID

Cryptoworth accepts formats like 1234567 or 1234567-sb1.

Connect in Cryptoworth

Step 6: Open the NetSuite connector

  1. Open your portfolio in Cryptoworth

  2. Go to Apps / Gateways

  3. Select Oracle NetSuite

  4. Click Connect

Step 7: Enter credentials

Fill in:

  1. Account ID — from Step 5

  2. Client ID — from Step 4

  3. Consumer Secret — Client Secret from Step 4

  4. Redirect URL — must match NetSuite exactly

Then click Connect to NetSuite.

Step 8: Authorize in NetSuite

  1. Sign in to NetSuite when redirected

  2. Choose the correct role/company if prompted

  3. Allow access

You'll return to Cryptoworth when authorization succeeds.

Step 9: Finish setup

After connection:

  1. Select your Subsidiary

  2. Choose sync mode if prompted

  3. Sync / map GL accounts as needed

You can later edit credentials from the NetSuite app view → Edit Integration Credentials.


Checklist

  • REST Web Services enabled

  • OAuth 2.0 enabled

  • Integration record created and Enabled

  • Authorization Code Grant checked

  • REST Web Services scope checked

  • Redirect URI added and exact match

  • Client ID + Client Secret copied on first save

  • Account ID entered correctly

  • Connected and authorized in Cryptoworth


Common issues

Authorization failed / Redirect URI error

Redirect URI in NetSuite does not match Cryptoworth. Path in NetSuite: Setup → Integration → Manage Integrations → open Cryptoworth → Authentication → Redirect URI

Lost Client Secret

Open the integration → reset credentials → copy the new values → update them in Cryptoworth.

Wrong environment

Sandbox Account IDs usually end with -sb1. Production usually does not.

Permission errors after connect

The NetSuite user who authorized must have access to the subsidiaries/accounts Cryptoworth will use.

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