We are excited to welcome NetSuite users to the community of Unified CRM extension users. I will admit, NetSuite is one of the harder integrations to setup currently because of the tight controls NetSuite puts in place to protect users’ accounts. As a result, there are a lot of permissions a user must have to use this product fully.
One permission that a user must possess is an Oauth2 permission. This allows users to connect to third-party applications such as the Unified CRM extension. We have found that most users do not have this permission assigned to them by default.
You will know you need this permission when you attempt to connect to your NetSuite account. During the authorization process you will see a screen similar to the following:
I would like to bring your attention to the small-type message, “OAuth2 feature is not enabled.” This permission can be added to your account, along with all the other required permissions by a NetSuite admin. Consult the installation instructions for NetSuite in our documentation to learn more.