NetSuite Fast-Track POC: Pre-Call Set-Up Guide

Please complete the steps below before your call with the Cube team. This should take approximately 15–20 minutes. All steps are performed in your NetSuite account.

When you're done, you will have:

• A NetSuite integration record with Consumer Key and Consumer Secret
• An Access Token with Token ID and Token Secret
• Your NetSuite Account ID
• A saved Transaction Search exported to CSV

Phase 1: Create the Integration Record

This creates a connection point in NetSuite that Cube will authenticate against.

1. Go to Setup > Integration > Manage Integrations > New
2. Name the integration Cube Data Extract (or any name you prefer).
3. Check Token-based Authentication and uncheck Authorization Code Grant.
4. Click Save.
5. Copy the Consumer Key and Consumer Secret displayed at the bottom of the screen. You will share these on the call.

Phase 2: Generate an Access Token

Access tokens link your user, role, and integration together. Follow the Standard Workflow below. If you see a permissions error, use the Alternate Workflow instead.

Standard Workflow

1. Go to Setup > Users/Roles > Access Tokens > New.
2. Set Application Name to the integration you just created (Cube Data Extract).
3. Set User to your own Admin user account.
4. Set Role to Administrator.
5. Click Save.
6. Copy the Token ID and Token Secret. You will share these on the call.

Alternate Workflow: Generate Token via the Home Dashboard

NetSuite’s home dashboard Settings portlet provides direct access to token management and bypasses the Setup menu permission check.

1. Go to your NetSuite Home page (house icon in the top nav).
2. Locate the Settings portlet in the bottom-left of the dashboard.

1. Click Manage Access Tokens in the Settings portlet.
2. Click New Access Token.
3. Set Application Name to Cube Data Extract.
4. Confirm the User field defaults to your logged-in Admin account — leave it as-is.
5. Set Role to Administrator.
6. Click Save.
7. Copy the Token ID and Token Secret immediately. You will share these on the call.

Phase 3: Retrieve Your Account ID

1. Go to Setup > Integration > SOAP Web Services Preferences.
2. Copy the Account ID displayed at the top left of the page. You will share this on the call.

Phase 4: Create the Transaction Saved Search

Cube uses this saved search to pull your transaction data. Follow the steps carefully — the field labels must match exactly.

Create the Search

1. Go to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the search type.

Criteria Tab

Under the Criteria tab, add the following four filters:

Results Tab

Under the Results tab, click Remove All to clear the default fields, then add the following required fields exactly as listed. Custom Labels must match exactly, including capitalization.

Additional Dimension Fields (if applicable)

If you report on dimensions such as Department, Subsidiary, Vendor, Class, or Location, add an Internal ID and Name pair for each one:

• For each dimension: add [Dimension] Fields > Internal ID with the Custom Label “[Dimension] ID” (e.g., Department Fields > Internal ID → Custom Label: Department ID)
• For each dimension: add [Dimension] Fields > Name with the Custom Label “[Dimension] Name” (e.g., Department Fields > Name → Custom Label: Department Name)

Save the Search

1. Name the search Cube Transaction Search and click Save.

Phase 5: Export the Search Results and Upload to Cube

1. Go to Reports > Saved Searches > All Saved Searches.
2. Find the Cube Transaction Search you just created and click Persist CSV on the right side.
3. Refresh the browser until the file is ready, then click Download.
4. Upload the downloaded CSV file to the Cube File Library so the Cube team can access it directly.

What to Have Ready for the Call

Please have the following on hand when you join:

If you run into any issues completing these steps, reach out to the Cube team before the call and we’ll help you sort it out.