Sharing your NetSuite data

Before attempting to share your accounts using Validis Connect, please ensure the following:

• You have completed the NetSuite Integration Setup

• You have your NetSuite Company ID.

  • Your Company ID can be found as follows: 

    1. You must be logged into your NetSuite account.

    2. When looking at the URL in the NetSuite portal, you will find a combination of letters and numbers in the URL. This will be your Company ID.

    For example:

    

• You are the Netsuite Administrator Account and can access the data you wish to share.
• You know the User ID and Password for your NetSuite account.
• Please ensure you are logged out of NetSuite when attempting the share

After clicking Continue, you will be redirected to the screen below. You will then need to confirm your Company ID.

Once the Company ID has been added, click on Submit.

You will then be prompted to add your NetSuite login credentials. These are the same credentials you use when logging in to your NetSuite account.

Once you have logged in, you will now see the Change Role section.
This will show all the roles associated with the logged-in user. Please click Choose Role on the Administrator role and click Allow. This will then progress to Logging in.

Once that has been completed, the system will revert to the share page and begin processing the data.