Before you can add a NetSuite organisation to your Calxa workspace, it's essential to first establish a secure integration between your NetSuite tenant and Calxa subscription. Calxa connects to NetSuite using the OAuth 2.0 Client Credentials Flow (M2M). This guide will walk you through the secure connection setup requirements in both NetSuite and Calxa.

💡Prerequisites

Review Calxa and NetSuite help article for more details on prerequisites and best practices for a smooth integration. The following list summaries the prerequisites.

Administrative access to NetSuite for integration setup in NetSuite
NetSuite User with required access rights
Calxa Enterprise subscription
- Owner or Co-Owner access to this subscription

NetSuite Account ID

Calxa will need the NetSuite Account ID to make web requests to your NetSuite data.

Open the NetSuite application in your web browser
Copy the Account ID from the browser address bar (keep for use in future steps: NetSuite Integration in Calxa)

Enable OAuth 2.0 in NetSuite

Navigate to Setup -> Company -> Enable Features
Click the SuiteCloud subtab
In the SuiteScript section, check the following boxes:
- Client SuiteScript. Click I Agree on the SuiteCloud Terms of Service page
- Server SuiteScript. Click I Agree on the SuiteCloud Terms of Service page
In the Manage Authentication section, check the OAuth 2.0 box. Click I Agree on the SuiteCloud Terms of Service page
Click Save

OAuth 2.0 Client Credentials Flow (M2M) in NetSuite

Navigate to Setup -> Integration -> Manage Integrations
Click on New to create a new integration
Enter the following properties
1. Name: Calxa
  The name of the application. You can specify any descriptive name you prefer.
2. State: Enabled
  Blocked will block an integration from connecting to NetSuite.
3. Concurrency Limit: 1 minimum but higher preferred
  Indicates the max number of concurrent requests the integration can make. In practice this is the maximum number of Subsidiaries Calxa can sync at the same time. Search Concurrency Limits in NetSuite help for more details. :
4. Client Credentials (Machine To Machine) Grant: Checked
5. Rest Web Services: Checked
6. Click Save
Copy the Client ID (keep for use in future steps: NetSuite Integration in Calxa)

NetSuite Integration in Calxa

Once you have created the Integration in NetSuite you are now ready to setup the Enterprise Integration in Calxa.

Navigate to the Calxa Admin portal
If you are in a Calxa workspace navigate to:
Settings -> Billing & Admin -> Manage Organisations
Select Enterprise integrations from the left navigation
Click ADD NEW INTEGRATION
Select NetSuite and click SET UP NOW
Enter the following properties:
1. Account ID: value copied in
  NetSuite Account ID -> Step 2
2. Client ID: value copied in
  OAuth 2.0 Client Credentials Flow (M2M) in NetSuite -> Step 4
Click NEXT STEP
Click DOWNLOAD to download a new certificate authentication certificate
Continue onto Upload Certificate in NetSuite but keep this window open as you'll return here soon

Upload Certificate in NetSuite

Switch back to NetSuite
Navigate to Setup -> Integration -> OAuth 2.0 Client Credentials (M2M) Setup
Click Create New
Enter the following properties:
1. Entity: User for this integration
2. Role: The user role for this integration with required access rights
3. Application: Select the application created in OAuth 2.0 Client Credentials Flow (M2M) in NetSuite
4. Certificate: select the certificate downloaded in NetSuite Integration in Calxa
Click Save
Copy the Certificate ID (keep for use in future steps:

NetSuite Integration in Calxa continued...

Switch back to Calxa
Enter the Certificate ID copied in Upload Certificate in NetSuite -> Step 6
Click NEXT STEP
The final step runs an automatic check to confirm everything is set up correctly. If successful, you’ll see a Connected message.

If there’s an error, revisit the earlier steps to make sure all settings are correct.