Nextiva NEXT - NetSuite Setup Guide

Overview

Use this guide to install and connect the Oracle NetSuite app from the NEXT Marketplace.

During installation, you must provide connection details generated in NetSuite. This guide explains exactly where to enter those values in NEXT.

Before You Begin

Ensure the following:

• You have NetSuite Administrator access.

• You have created an Integration Record in NetSuite.

• OAuth 2.0 client credentials have been generated.

• You have the following values ready:

  • Account ID

  • Client ID

  • EC private key (PEM format)

  • Certificate ID

• You know whether you are connecting to Production or Sandbox.

Important:
The Account ID and OAuth credentials must match the NetSuite environment (Production or Sandbox) you are connecting.

Install Oracle NetSuite in NEXT

Open the App in Marketplace

1. Navigate to Marketplace.

2. Select Oracle NetSuite.

3. Select Install.

You will see a confirmation screen titled:

You are about to add Oracle NetSuite for NEXT

1. Select the checkbox to accept the Terms and Privacy Policy.

2. Select Next.

Enter Connection Details

On the Connection Details screen, enter the required values from NetSuite.

Account ID

Enter your NetSuite Account ID.

You can find this in NetSuite under:

Setup → Integration → Web Services Preferences

Client ID

Enter the OAuth Client ID created in your NetSuite Integration Record.

Note:
If you have not yet created OAuth credentials in NetSuite, complete that setup before proceeding.

EC Private Key

Paste your EC private key.

Requirements:

• Must be in PEM format

• Must be 256, 384, or 521 bits

• Must include the full header and footer:

    -----BEGIN PRIVATE KEY----- -----END PRIVATE KEY-----

Certificate ID

Enter the Certificate ID generated during the OAuth client credential setup in NetSuite.

You can retrieve this from:

Setup → Integration → Manage Authentication → OAuth 2.0 Client Credentials

Advanced Settings (Optional)

If required:

• Select the appropriate OAuth 2.0 scopes

• Choose the correct NetSuite account timezone

Important:
The OAuth scopes selected here must also be enabled in the NetSuite Integration Record.

Most users do not need to configure Advanced Settings. Leave these fields blank unless your NetSuite administrator or IT team specifically instructs you to use them.

Advanced Settings may be required if:

• Your NetSuite account uses custom roles or restricted permissions.

• You connect to multiple subsidiaries or accounts.

• Your organization requires specific OAuth scope configuration.

Connect

After entering all required fields:

1. Select Connect.

2. Select Next.

NEXT validates the credentials and establishes the connection.

Installation Complete

If validation is successful, you will see:

Installation Complete

The summary displays enabled sync capabilities (for example, Contact Management).

Select:

• Done to exit, or

• Manage apps to review the integration.

Verify the Connection

After installation:

1. Navigate to Manage Apps → Oracle NetSuite.

2. Confirm the status shows Active.

3. Create a test contact in NEXT.

4. Confirm the contact appears in NetSuite.

Note:
Initial sync behaviour depends on your configured scopes and role permissions in NetSuite.

Troubleshooting

Invalid EC Private Key

• Confirm the key is in PEM format.

• Ensure no extra spaces or missing header/footer lines.

Authorization Failure

• Verify the Client ID and Certificate ID.

• Confirm OAuth scopes are enabled in NetSuite.

• Confirm the correct Account ID was entered.

Sandbox vs Production Mismatch

Ensure the Account ID matches the environment you are connecting.