Amalgam + NetSuite Integration Checklist

This checklist covers the settings required on the NetSuite side to connect your NetSuite account to Amalgam.

Checklist of Necessary Settings on the NetSuite Side

1. Company ID

Confirm the company ID number in the Amalgam form and the NetSuite URL match.

2. Setup → Company → Enable Features → SuiteCloud

• Under “SuiteTalk (Web Services)”: enable SOAP Web Services and REST Web Services
• Under “Manage Authentication”: enable OAuth 2.0

3. Setup → Integration → Manage Integration → [Integration Name]

• Integration State: “Enabled”
• Token-based authentication: checked
• TBA: Authorization Flow: unchecked
• OAuth 2.0: checked
  • Authorization Code grant: checked
  • Public Client: checked
  • Redirect URL == https://app.amalgam.me/callback/netsuite/
  • Client credentials (machine-to-machine) grant: checked
  • Scopes: RESTlet, REST Web Services, SuiteAnalytics Connect (all checked)

4. Client ID and Client Secret

Match the ones on the Amalgam form:

• Client ID
• Client Secret

5. Username, Role, and Application

Properly set in the consent screen:

• Username
• Role
• Application (if more than one application is enabled, the integration will only work in the one that the integration was created under)

6. OAuth 2.0 Login Permission

The user has permission to connect using OAuth 2.0:

• “Log in using OAuth 2.0 Access Tokens” is included in the role.