Permissions required to link an Oracle NetSuite organisation

This article highlights the minimum permissions required to link and sync data successfully within your end-user's Oracle NetSuite organisation. You may want to share this article with your clients who are interested in sharing their Oracle NetSuite organisation data.

Audience

Your end-user must ensure that the steps below are completed before attempting to link their Oracle NetSuite organisation.

Pre-requisites

These steps can be completed by an Admin user of Oracle NetSuite organisation.

Required permissions to link an Oracle NetSuite organisation 

Your client must ensure that the following permissions are set up if you want to successfully retrieve data from their accounting package.

Permission	Tab	Level
SuiteAnalytics Workbook	Reports	Edit	Required permissions to link
Access Token Management	Setup	Full
Log in using Access Tokens	Setup	Full
REST Web Services	Setup	Full
User Access Tokens	Setup	Full
SuiteApp Marketplace	Setup	Full
Subsidiaries	Lists	Edit
Accounts	Lists	Edit	Required permissions to Pull/Create/Edit
Classes	Lists	Edit
Company Feature Setup	Lists	View
Contacts	Lists	Edit
Currency	Lists	Edit
Customers	Lists	Edit
Departments	Lists	Edit
Documents and Files	Lists	Edit
Items	Lists	Edit
Locations	Lists	Edit
Perform Search	Lists	Full
Tax Records	Lists	Edit
Vendors	Lists	Edit
Accounting Preferences	Setup	Full
Custom Segments	Setup	Edit
Manage Accounting Periods	Setup	Full
Set Up Company	Setup	Full
Bills	Transactions	Edit
Cash Sale	Transactions	Edit
Cash Sale Refund	Transactions	Edit
Cheque	Transactions	Edit
Credit Card	Transactions	Edit
Credit Card Refund	Transactions	Edit
Credit Memo	Transactions	Edit
Customer Payment	Transactions	Edit
Deposit	Transactions	Edit
Enter Vendor Credits	Transactions	Edit
Find Transaction	Transactions	Edit
Invoice	Transactions	Edit
Make Journal Entry	Transactions	Edit
Pay Bills	Transactions	Edit
Purchase Order	Transactions	Edit

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