How to Connect Your NetSuite Account to Float

Note: Netsuite integrations are available only to customers on the professional plan. Please reach out to support to upgrade!

Prerequisites

You must be an administrator-level user on NetSuite to enable the connection. If you are unable to access certain areas of NetSuite mentioned in this guide, please ensure that you have administrator permissions on NetSuite.

You must also be an Administrator or Primary-Administrator on Float to enable the connection.

Open the Netsuite Connection Form in Float

Go to Settings > Accounting Sync > Connect Netsuite

The form you see here will be where you will paste credentials and identifiers from NetSuite throughout the process, so keep it open in a separate tab, while you navigate to your NetSuite account

Get Account ID

Go to Setup > Integration > SOAP Web Services Preferences

Copy Account ID, paste into the Float form

Enable Web Services

Go to Setup > Company > Enable Features

Click the SuiteTalk tab

Scroll to SuiteTalk (Web Services) and check “SOAP Web Services”

Scroll to Manage Authentication and select “Token Based Authentication”

Scroll to the bottom and click Save

Create An Integration Role

Go to Setup > Users / Roles > Manage Roles > New

For Name, enter “Float Integration Role”

Under Subsidiary Restrictions, check “All”

Under Authentication, check “Web Services Only Role”

Under Permissions, please grant the following:

Once all the permissions are added, click Save at the bottom.

Please note that Classes and Departments can be renamed in Netsuite. If you have renamed Classes, then the permission associated Classes will be renamed as well. For example, if Classes were renamed as Cost Centres, you'll need to select the Lists > Cost Centres permission.

Add the New Role to your User

Go to Setup > Users/Roles > Manage Users

Click on your user, and wait for the page to load

Click Edit, then navigate to the Access tab in the bottom navigation bar.

At the bottom, under Roles, add the “Float Integration Role”

Click Save

Create an Integration

Go to Setup > Integration > Manage Integrations > New

For Name, fill in “Float Integration”

Under Authentication

• Check “Token Based Authentication” 
• Uncheck “TBA: Authorization Flow”

Under Oauth 2.0, Uncheck “Authorization Code Grant”

Click save and do not navigate away from the page

Copy the Consumer Key and Consumer Secret, and paste them into the Float form

Create an Access Token

Go to Setup > Users/Roles > Access Tokens > New

For Application name, select the Integration you just created: “Float Integration”

For User, select your User

For Role, select the Role that you just created: “Float Integration Role”

Token Name will get generated automatically

Click save and do not navigate away from the page

Copy the Token Key and Token Secret, and paste them into the Float form

Submit the Float Connection Form!

Go back to Float, click Connect, and wait for the connection to finish! From there you should hit the big blue Sync button and wait for your Netsuite Data to flow into Float.