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Follow this guide to connect NetSuite to Core8. It covers required permissions, the exact configuration steps, and how to verify the sync.

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What you’ll do

  • Generate a certificate in Core8 and complete the NetSuite OAuth setup.
  • Connect NetSuite to Core8 using the required IDs.
  • Configure mappings and verify imported data.

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Access

  • Only managers can manage integrations.
  • Open Settings → Integrations (URL: /{orgId}/integrations).
  • Some integrations may be disabled in your organization. If the NetSuite tile is disabled, contact Core8 support.

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What you’ll need

From NetSuite (admin access):
  • Account ID (from Company Information)
  • Client ID (from an Integration record using client credentials / M2M)
  • Certificate ID (from an OAuth 2.0 Client Credentials mapping)
From Core8:
  • A NetSuite certificate generated/downloaded from the NetSuite integration Connection tab

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Step-by-step: Connect NetSuite

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1) Enable required NetSuite features

In NetSuite: Setup → Company → Enable Features
  • REST Web Services
  • OAuth 2.0
  • SuiteAnalytics Workbook (required for SuiteQL-backed reads)

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2) Copy your NetSuite Account ID

In NetSuite: Setup → Company → Company Information Copy the Account ID (examples: 1234567, 1234567_SB2).

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3) Create an integration record (Client ID)

In NetSuite: Setup → Integration → Manage Integrations → New
  • Create an integration that supports OAuth 2.0 client credentials (M2M).
  • Save and copy the Client ID.

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4) Generate the certificate in Core8

In Core8:
  1. Open Settings → Integrations.
  2. Click the NetSuite tile.
  3. In the Connection tab (/{orgId}/integrations/netsuite?view=connection), click Generate Certificate.
  4. A .pem file downloads — you’ll upload this to NetSuite.
Core8 displays the certificate expiry in the UI. If it’s expiring soon, use Renew Certificate and update the NetSuite mapping.

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5) Create the OAuth 2.0 Client Credentials mapping in NetSuite (Certificate ID)

In NetSuite: Setup → Integration → OAuth 2.0 Client Credentials (M2M) Setup
  1. Click New.
  2. Select:
    • User: your integration user
    • Role: your integration role
    • Application: the integration record you created
    • Certificate: upload the .pem file from Core8
  3. Click Save.
  4. Copy the Certificate ID shown after saving.

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6) Enter IDs in Core8 and connect

Back in Core8 (NetSuite integration → Connection):
  1. Enter:
    • NetSuite Account ID
    • NetSuite Client ID
    • NetSuite Certificate ID
  2. Click Connect.
Tip: To connect a sandbox environment, use the dropdown next to Connect and choose Connect to Sandbox. Core8 NetSuite connection
If you haven’t connected NetSuite yet, the connection page may show a “No credentials” banner until you enter the Account/Client/Certificate IDs.
After connecting, open the Configuration tab (/{orgId}/integrations/netsuite?view=config) to configure:
  • Field mappings (for example Customer Number)
  • Enum mappings (for example currency, payment terms, invoice status, deal stage)
  • Per-object sync modes (read-only vs bidirectional where supported)

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Verify and troubleshoot in Core8

Use the NetSuite integration tabs:
  • Logs (?view=logs) for integration issues/logs.
  • Changes (?view=changes) to review what changed during sync.
  • Data (?view=data) to inspect synced objects.

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Troubleshooting (common cases)

  • Invalid grant / invalid certificate: confirm the .pem you generated in Core8 is the one uploaded in NetSuite’s OAuth 2.0 mapping, and that you copied the correct Certificate ID.
  • Wrong Account ID: confirm the exact Account ID string from NetSuite Company Information (sandbox IDs often include suffixes).
  • 401/403 unauthorized: confirm the integration user + role in NetSuite can access the objects you expect Core8 to read/sync.

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External references (NetSuite)