Oracle NetSuite

Purple Dot can read your NetSuite purchase orders to power pre-order automation - matching incoming stock to your Shopify catalog and creating Waitlists from expected delivery dates.

This guide walks through the one-time NetSuite setup, then connecting your NetSuite account to the Purple Dot Merchant Portal.

Before you start

You will need:

• A NetSuite administrator account (to enable features, create roles, and set up the integration)

• Access to the Purple Dot merchant portal (Settings → Integrations)

Step 1: Find your Account ID

Your Account ID appears in your NetSuite login URL.

Example: if you sign in at https://123456-sb1.app.netsuite.com, your Account ID is 123456-sb1.

You can also find it at Setup → Company → Company Information → Company URLs tab.

Sandbox accounts include a suffix such as -sb1 or -sb2. You will need to indicate this when connecting in Purple Dot.

Step 2: Enable required NetSuite features

A NetSuite administrator must enable the following features before anything else will work.

Go to Setup → Company → Enable Features → SuiteCloud tab.

Enable these (you may need to accept the SuiteCloud Terms of Service):

Section	Feature
SuiteTalk (Web Services)	REST Web Services
Manage Authentication	OAuth 2.0

Click Save.

Go to Setup → Company → Enable Features → Analytics tab.

Enable these

Section	Feature
SuiteAnalytics Workbook	SuiteAnalytics Workbook

Click Save.

Step 3: Create an integration role

Create a dedicated role for Purple Dot. Do not use the Administrator role - Purple Dot will not accept it during setup.

Go to Setup → Users/Roles → Manage Roles → New.

Suggested name: Purple Dot Integration

Transactions permissions

Permission	Level
Purchase Order	View
Find Transaction	View

Reports permissions

Permission	Level
SuiteAnalytics Workbook	View

Lists permissions

Permission	Level
Items	View
Locations	View

Setup permissions

Permission	Level
Log in using OAuth 2.0 Access Tokens	Full
Manage own OAuth 2.0 Client Credentials certificates	Full
REST Web Services	Full

Leave unchecked

• Web Services Only Role

• Administrator - Purple Dot will reject users with Administrator access

Click Save.

Step 4: Create an integration user

Create a dedicated NetSuite user for this connection - do not use a personal admin account for day-to-day authorization.

1. Go to Lists → Employees → Employees → New

2. Create a user, e.g. [e-mail].

3. On the Access tab:

   • Check Give Access

   • Set a password (needed for the one-time authorization step)

   • Under Roles, assign only the Purple Dot Integration role

4. Click Save.

Step 5: Create a Purple Dot integration in NetSuite

A NetSuite administrator creates the integration record that Purple Dot will connect to.

Go to Setup → Integration → Manage Integrations → New.

General

Field	Value
Name	Purple Dot (or similar)
State	Enabled

Authentication tab

Under OAuth 2.0, enable:

• Authorization Code Grant

• Client Credentials (Machine to Machine) Grant

• Public Client - Purple Dot does not require a client secret

Under Scope, enable:

• REST Web Services

Redirect URI

Add the following callback URL

<https://www.purpledotprice.com/merchant-portal/connections/netsuite/callback>

Copy this URL exactly - it must match character for character.

Click Save.

Copy your Client ID

After saving, NetSuite displays a Client ID. Copy it now - you cannot view it again later.

If you missed it, edit the integration and use Reset Credentials to generate a new Client ID.

Step 6: Connect in Purple Dot

1. In the Purple Dot merchant portal, go to Settings → Integrations.

2. Find NetSuite and click Connect.

Part A - Enter your details

In the connect modal:

• Account ID - from Step 1

• Client ID - from Step 5

• Sandbox account - check this if your Account ID includes a sandbox suffix (e.g. sb1)

• Click Connect

Purple Dot will prepare your connection. This usually takes a few seconds.

Part B - Authorize in NetSuite

Important: Do NOT authenticate as an Administrator role. Choose the role you created in Step 3

1. When ready, click Finish set-up.

2. Sign in to NetSuite using your integration user (from Step 4).

3. On the consent screen:

   • Click Choose Another Role

   • Select Purple Dot Integration — not Administrator

   • Click Allow

4. You will be returned to Purple Dot. NetSuite should now appear under your live integrations.

What happens after you connect

Once connected, Purple Dot can read your NetSuite purchase orders — including SKUs, quantities, locations, and expected delivery dates — to draft waitlists automatically.

You can configure which locations and purchase orders to include when setting up waitlist automation in Purple Dot.

Troubleshooting

Problem	What to try
Authorization fails immediately	Check that the redirect URI in NetSuite matches the URL shown in the Purple Dot wizard exactly
"Administrator role cannot be used"	On the NetSuite consent screen, click Choose Another Role and select your integration role
"Cannot query purchase orders"	Review the role permissions in Step 3 — especially SuiteAnalytics Workbook, Purchase Order View, Items View, and Locations View
Lost your Client ID	Edit the integration in NetSuite and reset credentials to generate a new one, then update it in Purple Dot
Need to start over	Use Start over in the Purple Dot connect wizard to clear progress and begin again

Checklist

• [ ] REST Web Services, OAuth 2.0, and SuiteAnalytics Workbook enabled in NetSuite

• [ ] Integration role created with the required permissions

• [ ] Dedicated integration user created with only that role

• [ ] Integration record created (Enabled, with OAuth grants and REST Web Services scope)

• [ ] Redirect URI matches Purple Dot exactly

• [ ] Client ID saved

• [ ] Connected in Purple Dot and authorization completed with the integration user and role

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If you get stuck, contact Purple Dot support with your Account ID and a description of where the setup failed.