How to Connect NetSuite to Tabs

Last updated: July 17, 2026

Overview

The Tabs <> NetSuite integration allows Tabs to sync invoicing, customer, and accounting data with NetSuite.

Once connected, Tabs can:

  • Sync customers between systems

  • Push invoices and credit memos to NetSuite

  • Import products and chart of accounts from NetSUite

  • Push journal entries during month-end close workflows

Before You Start

Before connecting NetSuite to Tabs, confirm you have admin access in NetSuite and Tabs. Also confirm the NetSuite subsidiary that the Tabs instance should be connected to.

Steps to Connect

Step 1: Set up NetSuite

  1. Enable the features

    1. In NetSuite, go to Setup → Company → Enable Features → SuiteCloud.

    2. Under Suite Talk (Web Services), enable REST Web Services.

    3. Under Manage Authentication, enable OAuth 2.0.

  2. Create an integration record

    1. In NetSuite, go to Setup → Integration → Manage Integrations → New.

    2. Under OAuth 2.0, enable the Client Credentials (Machine to Machine) Grant with the REST Web Services scope. Leave Authorization Code Grant unchecked.

    3. Under Token-based Authentication, leave TBA: Authorization Flow unchecked.

    4. Save, then copy the Consumer Key / Client ID. You don't need the Consumer Secret / Client Secret.

Step 2: Generate certificate in Tabs

  1. Go to this page in Tabs: https://app.tabsplatform.com/merchant/integrations/connect 

  2. Click on the Connect button on the NetSuite tile

  1. Click Generate Certificate

  2. Download the .pem file to upload in NetSuite

Note: if you lose the file, you can regenerate the certificate, but the new certificate will need to be uploaded to NetSuite

Step 3: Upload the certificate in NetSuite

  1. In NetSuite, go to Setup → Integration → OAuth 2.0 Client Credentials (M2M) Setup → Create New.

  2. Upload the certificate you downloaded above, map it to a user and role with REST permissions and the integration record from the previous step, then save.

  3. Be sure to copy the Certificate ID it shows — you'll enter it later in this flow.

Step 4: Note your NetSuite Account ID

  1. Find it in NetSuite under Setup → Company → Company Information (the Account ID field), or read it from your NetSuite URL — e.g. 1234567 (1234567_SB1 for a sandbox).

Step 5: Enter your NetSuite IDs in Tabs

  1. Return to https://app.tabsplatform.com/merchant/integrations/netsuite 

  2. Navigate to Step 2 of the Tabs flow

  3. Enter the 3 account ids:

    1. Account ID - Your NetSuite account ID (the host in your NetSuite URL)

    2. Client ID - From the integration record with Client Credentials (M2M) enabled

    3. Certificate ID - From the OAuth 2.0 Client Credentials (M2M) mapping after uploading the certificate

  4. Click Connect to NetSuite

  5. Once connected, you should see the NetSuite tile change from Connect to Set up NetSuite

Step 6: Complete NetSuite setup in Tabs

  1. Click on Set up NetSuite

  2. Indicate whether Tabs should be mapped to a specific subsidiary or no special filtering is required

  3. Indicate whether your integration requires the Create Sales Order or Invoice Only (Don’t Create Sales Order) configuration

  4. Save

Once setup is complete, a sync will automatically triggered to pull in data from NetSuite. See here for what data syncs from NetSuite to Tabs.