Kintsugi (powered by Vertex) now supports a read-only integration with NetSuite. This integration syncs your NetSuite transaction data into Kintsugi, supporting both Legacy Tax and SuiteTax environments.

Step 1. Get Credentials from your NetSuite Account

1. Log in to your NetSuite Administrator account.

2. Get your Account ID.

1. Go to Setup > Company > Company Information.

   

2. On your Company Information page, scroll down until you see your Account ID

   

3. Copy the Account ID.
   

3. Set Up Role Permission

To grant access to the Netsuite, you need to create a user role to get Access Tokens using Token-Based Authentication

1. Go to Setup > Users/Roles > Manage Roles > New

2. Give the role a name (e.g. Kintsugi Role).

3. Under the 'Permissions' tab, select the appropriate permissions for the role. The role needs the necessary permissions to perform the integration tasks.

4. For Read-Only Integration, follow the permission setup below:
   

   1. Transactions

      Permission	Access	Required?	Applies to: Legacy Tax / SuiteTax
      Invoice	View	Required	Both
      Credit Memo	View	Required	Both
      Find Transaction	View	Required	Both
      Sales Order	View	Required	Both
      Invoice Sales Orders	View	Required	Both

   2. Reports

      Permission	Access	Required?	Applies to: Legacy Tax / SuiteTax
      SuiteAnalytics Workbook	Edit	Required	Both

   3. Lists

      Permission	Access	Required?	Applies to: Legacy Tax / SuiteTax
      Customers	View	Required	Both
      Customer Profile	View	Required	Both
      Items	View	Required	Both
      Accounts	View	Required	Both
      Subsidiaries	View	Required	Both
      Locations	View	Required (if available)	Both
      Currency	View	Required (if Multiple Currencies feature enabled)	Both
      Contacts	View	Required	Both
      Employees	View	Required	Both
      Tax Records	View	Required	Both
      Tax Details Tab	View	⚠️ Required	⚠️ SuiteTax only

   4. Setup

      Permission	Access	Required?	Applies to: Legacy Tax / SuiteTax
      Log in using Access Tokens	Full	Required	Both
      Access Token Management	Full	Required	Both
      REST Web Services	Full	Required	Both
      SOAP Web Services	Full	Required	Both
      Set Up Company	View	Required	Both

   5. Custom Record

      Permission	Access	Required?	Applies to: Legacy Tax / SuiteTax
      STE Tax Exemption Certificate	View	Required	SuiteTax only

4. Get the Consumer Key & Consumer Secret.

1. Go to Setup > Integrations > Manage Integrations > New
   

2. Complete the Integration information.

   

   1. Name: Enter a proper name (for example, Kintsugi App)

   2. Authentication: Under the 'Authentication' section,

      1. Select 'Token-Based Authentication.'

      2. For TBA: Authorization flow set https://unify.apideck.com/vault/callback as callback URL.

   3. Oauth 2.0: Under the 'Oauth 2.0**' section

      1. Check "Authorization Code grant"

      2. "Check "REST WEB services"

      3. Set https://unify.apideck.com/vault/callback as the redirect URL

   4. Click the 'Save' button to save the changes.

Once saved, the Consumer Key and Consumer Secret will be generated.

5. Get Access Token ID & Access Token Secret

1. Go to Setup > Users/Roles > Access Tokens > New

   

2. Complete the form

   

   1. Select the "Application Name" that you have created in the previous step (e.g. Kintsugi App).

   2. Select the "User", which we created in the previous steps (e.g. Kintsugi User)

   3. Give the token a recognizable "token name" (e.g. Kintsugi Token)

   4. Click the 'Save' button to save the changes.

3. Once saved, the Access Token ID and Access Token Secret will be generated.
   💡 NOTE: Copy the "Token ID" and the "Token Secret". You can’t access this information once you exit the screen.

   

Step 2. Integrate NetSuite to Kintsugi

1. Log in to your Kintsugi account.

2. Connect NetSuite

1. Go to Data Sources.

2. Click Browse Integration.

3. Look for NetSuite and click the Connect button.

4. Enter NetSuite Credentials

   1. Account ID

   2. Consumer Key

   3. Consumer Secret

   4. Access Token ID

   5. Access Token Secret

   6. SuiteTax Enabled (Yes/No)

   7. Click Save, then refresh your Kintsugi page.

3. Wait for the Initial Sync to Complete

Kintsugi will immediately begin syncing your data from NetSuite.

• Invoices

• Customers

• Orders

During the initial sync, the integration status will show Syncing.

This gives Kintsugi the data it needs to start tracking your economic nexus exposure across every state.

Once the sync is complete, the status will update to Read-Only, confirming that the import is done and your NetSuite data is live in Kintsugi.

To learn more about SuiteTax and LegacyTax, refer to this article:

Differences between SuiteTax and Legacy Tax

Step 3. Test the Connection

1. In your NetSuite account, go to Transactions > Create Invoice.
   ​

2. Add a sample customer and add one or more items.
   ​

3. Click Accept Payment to complete the invoice.
   ​

4. Return to Kintsugi > Transactions.
   ​

5. Confirm the sample invoice appears in your transactions list—showing that the sync is working correctly.
   ​

Looking to Enable Tax Calculation?

This read-only integration supports data sync and reporting only. To activate real-time tax calculation, complete the tax engine setup. Check out our NetSuite Tax Engine Integration Guide to configure Kintsugi as your tax engine and unlock complete tax automation.

Need Help?

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