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NetSuite

SaaS Management integrates directly with NetSuite's API to uncover your company's software expenses. We compare raw vendor names to our proprietary database of SaaS vendors to find every software payment. SaaS Management only reports on software spend and ignores all other payments.

Integrating with NetSuite

To integrate with NetSuite, you'll need instances of SaaS Management and NetSuite open in your browser.

Adding your NetSuite Account ID

To add your NetSuite Account ID

  1. From the NetSuite navigation menu, select Setup > Integrations > Web Services Preferences.
  2. Copy your Account ID.
  3. Go to SaaS Management.
  4. From the navigation menu, select Integrations.
  5. Select the NetSuite tile.
  6. Select Add Integration.
  7. In the Account ID field, enter your NetSuite Account ID.

After you've entered your Account ID, leave this window open. You'll be adding your Consumer Key and Consumer Secret in future steps.

Enabling token-based authentication

To enable token-based authentication

  1. From the NetSuite navigation menu, select Setup > Company > Enable Features.
  2. In the Suite Cloud tab, scroll to the Manage Authentication section.
  3. Select the Token-based Authentication check box to enable this feature.
  4. Select Save.

Creating a new integration role

To create a new integration role

You can create a new role for SaaS Management, so we can make requests to your NetSuite instance.

  1. From the NetSuite navigation menu, select Setup > Users/Roles > Manage Roles > New.
  2. For the name of the new role, enter "SaaS Management Integration".
  3. Select the Web Services Only check box.
  4. (Optional) Sync a subsidiary or multiple subsidiaries. From the Subsidiaries drop-down menu, select a subsidiary to sync. For multiple subsidiaries, hold the Ctrl key and select the subsidiaries you want to include.
  5. Enable the following Permissions:

    • Transactions

      • Bills
      • Expense Report (only if you don't have an expense integration)
      • Find Transaction
      • Enter Vendor Credit
      • Reports
    • Expenses (only if you don't have an expense integration)

    • Lists
      • Departments (that way we can pull in all your teams from NetSuite)
    • Setup
      • Web Services
      • User Access Token

Assigning a role to a user

To assign a role to a user

  1. From the NetSuite navigation menu, select Setup > Integration > Manage Integrations > New.
  2. Name the new integration “SaaS Management Integration”.
  3. Enable State and Token Based Authentication.
  4. In the confirmation window, copy the following information:

    • Consumer Key
    • Consumer Secret

    Warning

    Do not close this window without copying both your Consumer Key and Consumer Secret. You'll only be shown this information once. If you lose or forget these credentials, you will need to reset them to obtain new values.

  5. Go back to SaaS Management.

  6. In the Authenticate with Netsuite window, enter your Consumer Key and Consumer Secret in the appropriate fields.

After you've enter your information, leave this window open. You'll be adding your token information in the following step.

Creating a new access token

To create a new access token

  1. From the NetSuite navigation menu, select Setup > Users/Roles > Access Tokens > New.
  2. For Integration Role, select SaaS Management.
  3. For User, enter your name.
  4. For Role, select SaaS Management Integration or the integration role you created above.
  5. In the confirmation window, copy your Token ID and Token Secret.

    Warning

    Do not close this window without copying both your Token ID and Token Secret. You'll only be shown this information once.

  6. Go back to SaaS Management.

  7. In the Authenticate with Netsuite window, enter your Token ID and Token Secret in the appropriate fields.
  8. After you've entered all of your NetSuite information, select Submit.