How to Connect NetSuite to Tabs

Last updated: September 15, 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

You need a NetSuite Administrator to enable features, install the SuiteApp, create the integration record, and map the OAuth certificate. You also need admin access in Tabs, and you should know which NetSuite subsidiary this Tabs instance should use.

Do not connect Tabs with the NetSuite Administrator role. Install the Tabs Platform Automation SuiteApp and map OAuth 2.0 to Tabs Integration Role.

Steps to Connect

Step 1: Install the Tabs Integration Role

  1. In NetSuite, have an Administrator install the Tabs Platform Automation SuiteApp (com.tabsplatform.automation). Install it in production and in sandbox separately if you will connect both.

  2. Confirm Tabs Integration Role appears under Setup → Users/Roles → Manage Roles.

  3. Create (or reuse) a dedicated employee for Tabs. Give Access, and assign Tabs Integration Role only — not Administrator.

  4. This role is web-services-only. It is used for the OAuth mapping, not for day-to-day UI login.

If the SuiteApp is not in your account yet, ask your Tabs contact for the current install package.

Step 2: Set up NetSuite (Administrator)

  1. Enable the features

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

    2. Under SuiteTalk (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.

REST Web Services must stay enabled, and the mapped role must be allowed to call REST. NetSuite can issue an access token even when the role cannot call the API; the first request from Tabs will then fail.

Step 3: Generate a certificate in Tabs

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

  2. Click Connect on the NetSuite tile.

  3. Click Generate Certificate.

  4. Download the .pem file to upload in NetSuite.

If you lose the file, you can regenerate the certificate, but the new certificate must be uploaded to NetSuite.

Step 4: 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:

    • Entity / user: the Tabs integration employee from Step 1

    • Role: Tabs Integration Role (not Administrator)

    • Application: the integration record from Step 2

  3. Save, then copy the Certificate ID. You will enter it later in this flow.

Step 5: Note your NetSuite Account ID

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 6: Enter your NetSuite IDs in Tabs

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

  2. Go to Step 2 of the Tabs flow.

  3. Enter the three 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, the NetSuite tile should change from Connect to Set up NetSuite.

Step 7: Complete NetSuite setup in Tabs

  1. Click Set up NetSuite.

  2. Choose whether Tabs should pull from a specific subsidiary, or use the root / no extra filter option if you want all subsidiaries (or you are not using OneWorld).

  3. Choose Create Sales Order or Invoice Only (Don’t Create Sales Order).

  4. Save.

Once setup is complete, a sync is automatically triggered to pull data from NetSuite. See How the Tabs <> NetSuite Integration Works for what data syncs from NetSuite to Tabs