To complete the setup, we need the following details from your NetSuite account:

• Account ID
• Client ID — from the Integration Record
• Certificate ID — from the OAuth 2.0 Client Credentials setup

This guide walks you through generating these details and completing the integration in Loop.

Prerequisites

Before you begin, make sure the following features are enabled in your NetSuite account:

1. Log in to NetSuite as Administrator
2. Go to Setup → Company → Enable Features
3. Click the SuiteCloud tab
4. Under SuiteTalk (Web Services), check REST Web Services
5. Under Manage Authentication, check OAuth 2.0
6. Click Save

Generating Details on the NetSuite Application

Step 1: Copy Your Account ID

1. Go to Setup → Company → Company Information
2. Copy the Account ID (e.g. 1234567 or TSTDRV1234567)

Step 2: Create an Integration Record

1. In NetSuite, go to Setup → Integration → Manage Integrations → New
2. In the Name field, enter a name for this integration, e.g. Loop OAuth2
3. On the Authentication tab:
   • Under Token-based Authentication — leave it unchecked
   • Under OAuth 2.0 — check Client Credentials (Machine to Machine) Grant
   • Under Scope — check REST Web Services
4. Click Save
5. The Client ID will be displayed. Copy it and save it somewhere safe.

Step 3: Create a Role for Loop

1. Go to Setup → Users/Roles → Manage Roles → New
2. Enter a name, e.g. Loop OAuth2 Role
3. Under Subsidiary Restrictions, select All for Accessible Subsidiaries
4. Under Authentication, leave Web Services Only Role unchecked
5. Go to the Permissions tab and add the following:

Step 4: Create a User for Loop

It is recommended that you create a dedicated user for the Loop integration instead of using an existing one.

1. Go to Lists → Employees → New
2. Enter employee details:
   • Name: Loop (or any name you prefer)
   • Email: your email or a shared team email
3. Click the Access tab
4. Check Give Access
5. Under Roles, select the role you created in Step 3 (e.g. Loop OAuth2 Role) and click Add
6. Click Save

Step 5: Upload Loop's Certificate

1. Go to Setup → Integration → OAuth 2.0 Client Credentials (M2M) Setup
2. Click Create New
3. In the popup window:
   • Entity — select the user you created in Step 4 (e.g. Loop)
   • Role — select the role you created in Step 3 (e.g. Loop OAuth2 Role)
   • Application — select the integration you created in Step 2 (e.g. Loop OAuth2)
4. Click Choose a file and upload the certificate file (loop_netsuite_certificate.pem) from the link: https://drive.google.com/file/d/1cCcyGg6tnnZ4npbwKX5RG8Guo00ks_bw/view?usp=drive_link
5. Click Save
6. The Certificate ID will appear in the list. Copy it and save it.

Completing the Setup in Loop

Step 1: Log in to Loop

Log in to Loop using your username and password at app.loopkitchen.com

Step 2: Navigate to Software Integration

Click on Journal Entry Automation → Software Integration, and click Integrate Bookkeeping Software in the top right.

Step 3: Select NetSuite

Click on the NetSuite logo to start the integration.

Step 4: Enter Your Details

Enter the three details you generated from NetSuite:

• Account ID (from Step 1)
• Client ID (from Step 2)
• Certificate ID (from Step 5)

You can enter any Company Name you'd like — this is just a label to help you identify the integration in Loop.

Click Test Connection to verify everything is working, then click Connect.

Step 5: Map Locations

After connecting, click Edit Locations and map each Loop location to the corresponding NetSuite location from the dropdown. Click Save Mapping to finalize the setup.

Troubleshooting

"Test Connection" fails

• Make sure REST Web Services is enabled in NetSuite (Prerequisites section above)
• Make sure OAuth 2.0 is enabled in NetSuite (Prerequisites section above)
• Make sure the REST Web Services scope is checked on the Integration Record (Step 2)
• Make sure the role has SuiteAnalytics Workbook (Edit) under Reports permissions (Step 3)
• Make sure Web Services Only Role is unchecked on the role (Step 3)

Updated role permissions but still getting errors?

• NetSuite takes a few minutes to apply role permission changes. Wait 5–10 minutes and try again.
• You do not need to re-upload the certificate or create a new mapping.

Lost the Client ID?

• Go to Setup → Integration → Manage Integrations, click Edit on the Loop OAuth2 integration
• Click Reset Credentials to generate a new Client ID
• Enter the new Client ID in Loop

Need to change the user or role?

• Go to Setup → Integration → OAuth 2.0 Client Credentials (M2M) Setup
• Click Create New and select the new user/role with the same certificate file
• Enter the new Certificate ID in Loop

Quick Reference

If you encounter any issues or have further questions, please contact us at support@tryloop.ai