• Have your Census account ready. If you need one, create a Free Trial Census account now.
• Have your NetSuite account ready, with the Administrator role.

• Have the proper credentials to access to your data source. See our docs for each supported data source for further information:

  • ​Databricks​
  • ​Google BigQuery​
  • ​Google Sheets​
  • ​Postgres​
  • ​Redshift​
  • ​Rockset​
  • ​Snowflake​

1. 1.

   Visit the integrations page or use the global search to look for and navigate to: page: Manage Integrations

1. 1.

   Create a new integration with the follow properties:

   • Give it a name that you'll recognize, such as Census
   • Check TOKEN-BASED AUTHENTICATION
   • Leave OAuth 2.0 AUTHORIZATION CODE GRANT unchecked
   • Leave TBA: AUTHORIZATION FLOW unchecked
   • Set State to Enabled
2. 2.

   Click Save when finished.
3. 3.

   Copy and paste the CONSUMER KEY / CLIENT ID and CONSUMER SECRET / CLIENT SECRET to a password manager. You'll need those later to paste into Census.

1. 1.

   Global search to page: Enable Features
2. 2.

   Navigate to the tab SuiteCloud > Manage Authentication
3. 3.

   Make sure Token Based Authentication is checked
4. 4.

   Save

1. 1.

   Global search to page: New Role
2. 2.

   Name the role: Census
3. 3.

   Check WEB SERVICES ONLY ROLE
4. 4.

   Check DO NOT RESTRICT EMPLOYEE FIELDS
5. 5.

   For multi-subsidiary NetSuite users, check ALL under ACCESSIBLE SUBSIDIARIES
6. 6.

   Under Permissions > Setup, add the following permissions:

   • Access Token Management: Full
   • Custom Body Fields: Full
   • Custom Column Fields: Full
   • Custom Entity Fields: Full
   • Custom Fields: Full
   • Custom Item Fields: Full
   • SOAP Web Services: Full
   • User Access Token: Full

1. 1.

   Global search to page: Employees
2. 2.

   Edit the employee record of the Admin user you will be using Census with.
3. 3.

   Navigate to Access > Roles and add the Token Role you just created above.

1. 1.

   Global search to page: Access Tokens
2. 2.

   Click New Access Token
3. 3.

   Select the application and role we created above, then press Save
4. 4.

   Copy and paste the new Token ID and Token Secret to your password manager or file. We'll use it below.

Note: Netsuite permission changes to a role or user do not occur immediately. These changes typically take anywhere from a few minutes to a few hours, and they can even take up to 24 hours to go into effect. If you are confident that you have given Census the correct permissions above and experience an error setting up the connection, we recommend waiting for these changes to go into effect before testing the connection again.

1. 1.

   Global search to page: Company Information.
2. 2.

   Your ACCOUNT ID will be found on that page. Copy and paste it as well.

1. 1.

   Now in Census, add a new Service Connection.

1. 1.

   Paste the Account ID of your NetSuite Account, as well as the Consumer Key, Consumer Secret, Token ID and Token Secret created above.

1. 1.

   Click Save Connection, and click Test to double check your connection information.

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