This guide explains how you can establish a secure connection between Melio and NetSuite.
NetSuite connection is only available to Boost and Unlimited subscribers. Learn more about upgrading your subscription in this article.
We are gradually releasing this feature to ensure the best experience for everyone as it arrives.
It contains the following sections:
- Step 1: Enable essential features
- Step 2: Install the Melio bundle
- Step 3: Set up the integration user and tokens
- Step 4: Retrieve account ID
- Step 5: Connect Melio and NetSuite
- Adding additional subsidiaries
- How to resolve NetSuite connection issues
Step 1: Enable essential features
Before installing the integration, you must ensure specific SuiteCloud features are active to allow the connection.
1 - In your NetSuite account, navigate to Setup -> Company -> Enable Features.
2 - Select the SuiteCloud tab.
3 - Ensure the following options are checked:
- Client SuiteScript
- Server SuiteScript
- REST Web Services
- Token-Based Authentication
Step 2: Install the Melio bundle
1 - In your NetSuite account, go to Customization -> SuiteBundler -> Search & Install Bundles.
2 - In the search bar, enter "Melio Integration".
3 - Select the bundle record.
4 - Review the bundle details and click Install.
5 - Preview the bundle install and select Install Bundle.
Step 3: Set up the integration user and tokens
Once the bundle is installed, you need to assign the correct permissions and generate security tokens. The bundle automatically adds the Melio Integration Record and Melio Integration Role to your account.
Assign the Integration Role
We recommend using a shared, dedicated Integration User for this connection.
1 - In your NetSuite account, navigate to Lists -> Employees -> Employees.
2 - Open the employee record you wish to use by clicking Edit (or create a new one).
3 - Go to the Access subtab and ensure Give Access is checked.
4 - Add the Melio Integration Role to this user and save the record.
Generate the Access Token
❗Important: During this part of the connection, copy the Token ID and Token Secret immediately after you see them on the screen, and store them securely. These values are displayed only once and cannot be retrieved later.
1 - In your NetSuite account, go to Setup -> Users/Roles -> Access Tokens and select New Access Token.
2 - Fill out the Access Token form with the following details:
- Application Name: Select Melio Integration.
- User: Select the user you assigned Melio integration role to in the previous step.
- Role: Confirm this is set to Melio Integration Role.
- Token Name: You may edit this or leave it as the default.
3 - Select Save.
4 - Important: Copy the Token ID and Token Secret immediately after you see them on the screen, and store them securely. These values are displayed only once and cannot be retrieved later.
Step 4: Retrieve account ID
1 - In your NetSuite account, navigate to Setup -> Company -> Company Information.
2 - Copy and save your Account ID.
Step 5: Connect Melio and NetSuite
1 - Open your Melio account.
2 - Select Settings. Then, select Sync & Import.
3 - In the Sync & Import, find NetSuite and select Connect.
4 - Enter the credentials you collected:
- Token ID
- NetSuite Account ID
- Token Secret
5 - Select Verify connection.
6 - Select the NetSuite subsidiary from the drop-down list. Then, select Connect.
Please note: During the initial connection, Melio scans for existing vendors to prevent duplicates. If we detect vendors with duplicate details, you will be prompted to verify which ones to link.
1 - Compare the vendor details displayed on the screen.
2 - Check the box for any vendor you wish to link. Uncheck the box for vendors you do not want to link.
3 - Once done, select Confirm and continue at the bottom right.
4 - If you chose to leave any vendors unlinked, you must confirm that you want to proceed. You will not be able to link these specific vendors later if you skip them now. Select Continue to connect only if you are ready to proceed.
Wait a few moments for the connection to be completed. Once done, a confirmation message will appear at the top of the screen. Additionally, you can see the NetSuite connection at the bottom right corner of the Sync icon.
You can also see the connection status and the last sync time in your Sync & Import settings.
Adding additional subsidiaries
If you’d like to connect more than one NetSuite subsidiary, you have to create a new company in your Melio account for every additional subsidiary.
A NetSuite subsidiary can only be linked to one Melio company at a time. Once a subsidiary is connected, it will no longer appear as an option for other Melio company profiles.
1 - In your Melio account, click your company name in the top-left corner and select + Add company.
2 - Enter the company’s name, phone number, and address. Then, select Continue.
3 - Once the new company profile is created, go to Settings -> Sync & Import.
4 - Select NetSuite and use the same credentials (Token ID, NetSuite account ID, and Token secret) you used for your first connection.
5 - Select Verify connection at the bottom right. When prompted to select a subsidiary, choose the one you wish to connect from the list.
Wait a few moments for the connection to be completed. Once done, a confirmation message will appear at the top of the screen.
How to resolve NetSuite connection issues
If you encounter errors during the connection or maintenance of your integration, follow the steps below to resolve them.
Invalid Credentials or Account ID
You may see errors stating Invalid Token ID, Invalid Account ID, or Incorrect Token secret. This usually indicates that the credentials entered do not match what is in NetSuite.
1 - Repeat Steps 1 to 4 of this guide.
2 - Ensure you copy the new credentials exactly as they appear.
3 - Return to the NetSuite connection setup page and enter the new details.
4 - Complete the connection by following Step 5: Connect Melio and NetSuite.
NetSuite is disconnected
If you see an error message indicating your NetSuite account is disconnected, you must manually reconnect it.
1 - In Melio, go to Settings -> Sync & Import.
2 - Locate NetSuite section and select the Reconnect button.
3 - Enter your credentials (Account ID, Token ID, and Token Secret)
4 - Verify the connection as explained in Step 5: Connect Melio and NetSuite.