NetSuite Tax Engine Integration Guide

Kintsugi (powered by Vertex) now supports a tax engine 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

Log in to your NetSuite Administrator account.

Get your Account ID.

1. Go to Setup > Company > Company Information.

   

2. Scroll to locate your Account ID then copy it.

   

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. Name the role (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 Tax Engine Integration, follow the permission setup below:

   

   Update: If you have already set up the permissions above, please include the following new permissions by editing the role setup earlier.

   1. Toggle "Permissions" if it is not expanded.

   2. Navigate to Setup > Users/Roles > select Manage Roles > Edit the role set up during initial install.

   3. Expand Setup () and add Set Up Company with "View" access.

   4. Expand Custom Record () and add STE Tax Exemption Certificate.

   5. Select "Save" to apply the changes.
      

Get the Consumer Key & Consumer Secret.

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

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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 API services"

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

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

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

   

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. Connect NetSuite to Kintsugi

Log in to your Kintsugi account.

Go to Data Sources > Browse Integrations > NetSuite > Connect

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)

To learn more about SuiteTax and LegacyTax, refer to this article: Differences between SuiteTax and Legacy Tax

Click Save, then refresh your Kintsugi page. You’ll see NetSuite with a syncing status.

Step 3. Enable Tax Collection (Vertex Engine Activation)

3.1 Start the Activation Flow

1. Navigate to the NetSuite tile.

2. Click "Enable Tax Collection"

   

3. Accept the Vertex Terms and Conditions then click "Confirm."

   

4. Once confirmed, your Company Code, Client ID, and Secret Key will be generated.
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   Copy these for later use when installing Vertex in NetSuite, or return to this window anytime to copy them as needed.

   

5. Click "Install Vertex on NetSuite"

   

   TIP: You can click the blue “See detailed steps” link to access a quick slide deck guide. The prompts on the right side of the screen will walk you through the next steps.
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3.2. Install Vertex in NetSuite

NetSuite does not provide a direct link to the Vertex SuiteApp. You must manually search and install.

In NetSuite:

1. Type in the search bar Vertex and select "Vertex O Series for NetSuite (SuiteTax)"

   

2. Open the SuiteApp by clicking "View SuiteApp"

   

3. Click “Install” to set up all the bundles included.

   

3.3. Configure Vertex in NetSuite

After installation:

1. Navigate to Vertex tab > Configuration > Company General Preferences > Custom Preferences

   

2. Paste the Client ID generated earlier into “Token Client ID” and the Secret Key into “Token Client Secret.”

   

3. Save the configuration.

3.4. Finalize the Integration

1. Return to Kintsugi and click "Mark as Installed"

   

2. Kintsugi then begins syncing:

   1. Existing Nexuses

   2. Registrations

   3. Product

      Note: You must complete all the product classification (updating category and subcategory) for full tax accuracy.

Step 4. Test the Connection

After activation, you can calculate tax directly within NetSuite invoices via Vertex.

1. In your NetSuite account, go to Transactions > Create Invoice.
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2. Add a sample customer (recommended: one with a taxable address)

3. Add one or more line items.
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4. Click "Preview Tax" to trigger Vertex.

5. Tax lines display under Tax Details.
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6. Click Accept Payment to complete the invoice.
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7. Return to your Kintsugi app > go to Transactions tab.
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8. Confirm the sample invoice appears in your transactions list—showing that the sync is working correctly.​

Important Notes:

• Adding new items clears the tax calculation; you must re-run "Preview Tax".

• Items and addresses determine which Nexus applies.

• Saving the invoice sends the transaction to Kintsugi on the next 15-minute sync cycle.

Need Help?

For further concerns, we're always here to help. If you can't find the answer you're looking for, please reach out to us using the chat bubble in the bottom right corner.
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