Connecting to NetSuite

The NetSuite connection requires a one-time setup in NetSuite before you can authorize anything in Parabola. This lesson walks through all four steps — and covers how to manage those credentials once they’re in place.

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Video walkthrough

Watch this live walkthrough of the setup process for generating credentials and connecting to NetSuite:

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What you’ll need

Parabola connects to NetSuite using token-based authentication. That means you’ll need to generate four credentials inside NetSuite: You’ll also need your account ID, which you can find in your NetSuite URL: https://ACCOUNTID.app.netsuite.com/

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Step 1: Create a role

The role controls what Parabola can see and do in your NetSuite account. All access is scoped through this role. Navigate to: Setup > Users/Roles > Manage Roles > New When creating the role:

1. Give it a clear name (e.g., “Parabola Integration”)
2. Under Authentication, check the Web Services Only box — this prevents the role from being used for interactive logins

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Required permissions

Under the Permissions tab, enable the following: Setup (required for authentication): Lists (required for running searches): Transactions, Lists, Reports, and Custom Records: Add permissions for any specific object types your flows need to access. For each:

• Set to View for read-only access (Pull from NetSuite)
• Set to Full for read and write access (Send to NetSuite)

Common examples: Sales Orders, Purchase Orders, Transfer Orders, Items, Customers, Vendors, Locations, Subsidiaries.

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Step 2: Create an integration

Navigate to: Setup > Integration > Manage Integrations > New

1. Give it a clear name (e.g., “Parabola”)
2. Make sure Status is set to Active
3. Under Authentication, select Token-Based Authentication
4. Uncheck both TBA: Authorization Flow and Authorization Code Grant
5. Save the record

After saving, the Consumer Key and Consumer Secret will appear on screen. Copy them immediately.

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Step 3: Create access tokens

Navigate to: Setup > Users/Roles > Access Tokens > New Access Token

1. Select the integration you just created
2. Select the user that will run the integration (see below for best practices on this)
3. Select the role you created in Step 1
4. Save

After saving, the Token ID and Token Secret will appear on screen. Copy them immediately.

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Step 4: Connect in Parabola

1. In Parabola, add a Pull from NetSuite step to your canvas
2. Open the step and click Authorize
3. Enter your Account ID, Consumer Key, Consumer Secret, Token ID, and Token Secret
4. Click Authorize — you’ll be prompted to select a search type and saved search

Once connected, the same credential works for both Pull and Send to NetSuite steps.

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Account ID formatting

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The generic integration user

The access token is tied to a specific NetSuite user. Rather than creating tokens under an individual employee’s account, the best practice is to use a dedicated integration user — a generic account created specifically for this purpose. This approach has two advantages:

1. Continuity — the integration doesn’t break if an employee leaves or changes roles
2. Clarity — it’s obvious which activity in NetSuite belongs to Parabola vs. a person

Usually, someone in IT creates the integration user, sets up the role and tokens, and shares the credentials with the team. The credentials are tied to the account and role, not to any individual.

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Sharing credentials across your team

Once the connection is set up, you can share it so teammates don’t have to create their own.

1. In any NetSuite step, click Edit Accounts
2. Click the three-dot menu next to the credential
3. Select Sharing Settings
4. Share with specific users or the whole organization

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What’s next

With the connection in place, the next lesson covers the most important skill for Pull from NetSuite: building saved searches that return the right data. In the building challenge there, you’ll pull your first real search into Parabola — start with whatever saved search makes the most sense for your business.

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