Apideck Integration Connectivity Bundle — Setup Guide

This guide walks you through installing the Apideck Integration Connectivity bundle (ID: 705521) in your NetSuite account and connecting it to Apideck Vault. The bundle replaces the lengthy manual setup — instead of building a role from scratch and creating your own Integration Record, the bundle installs everything automatically in about a minute.

What you need:

  • NetSuite Administrator access
  • Access to Apideck Vault

What the bundle installs:

ObjectWhat it does
Role: Apideck UnifyA web-services-only role with exactly the 32 permissions the Apideck connector needs
Integration Record: Apideck UnifyPre-configured for Token-Based Authentication using Apideck's shared credentials

No SuiteScripts, no custom records, no other changes to your account.

Permissions installed on the Apideck Unify role:

AreaPermissionLevel
SetupLog in using Access TokensFull
SetupSOAP Web ServicesFull
SetupREST Web ServicesFull
SetupAccounting ListsFull
SetupAllow JS/HTML UploadsFull
SetupManage Accounting PeriodsFull
ReportsSuiteAnalytics WorkbookEdit
ReportsFinancial StatementsView
ListsAccountsFull
ListsClassesFull
ListsCurrencyFull
ListsCustomersFull
ListsDepartmentsFull
ListsDocuments and FilesFull
ListsEmployee RecordsFull
ListsExpense CategoriesFull
ListsItemsFull
ListsLocationsFull
ListsProjectsFull
ListsSubsidiariesFull
ListsVendorsFull
TransactionsBillsFull
TransactionsCredit Card ChargeFull
TransactionsCredit MemoFull
TransactionsCustomer PaymentFull
TransactionsEstimateFull
TransactionsExpense ReportFull
TransactionsFind TransactionView
TransactionsInvoiceFull
TransactionsMake Journal EntryFull
TransactionsPay BillsFull
TransactionsPurchase OrderFull

Extra permissions for optional features (add manually to the Apideck Unify role after installing):

FeaturePermissionCategoryLevel
Bank feedsCustom Record EntriesListsFull
Bank feedsCustom Record TypesSetupFull
Bank feedsSuiteScriptSetupFull
SuiteTax accounts — UK, EU, and other VAT regions (per-line tax on expenses)Tax Details TabListsFull
US legacy-tax accountsSales Tax ItemsListsFull

Bank feeds requires its own separate Apideck bundle (installed separately from bundle 705521). See the Apideck Bank Feed for NetSuite setup guide for the full installation steps, including these role permissions.


Step 1 — Install the bundle

  1. Log in to NetSuite as an Administrator.

  2. Go to Customization → SuiteBundler → Search & Install Bundles.

    Search & Install Bundles navigation

  3. In the search box, enter bundle ID 705521 and click Search.

    Bundle search by ID 705521

  4. Click on Apideck Integration Connectivity in the results.

  5. Click Install.

    Bundle install confirmation screen

  6. Wait for the installation to complete. You can monitor progress at Customization → SuiteBundler → Installed Bundles.

  7. Confirm both objects are installed:

    • Go to Setup → Users/Roles → Manage Roles — you should see Apideck Unify in the list.
    • Go to Setup → Integrations → Manage Integrations — you should see Apideck Unify in the list.

The bundle is unmanaged, meaning you can inspect or extend the role at any time. Go to Setup → Users/Roles → Manage Roles, find Apideck Unify, and add extra permissions if your account uses features beyond the standard Apideck accounting scope.


Step 2 — Create a dedicated integration user

It is recommended to create a separate NetSuite user specifically for the Apideck integration. This makes it easier to track and audit API activity.

  1. Go to Lists → Employees → New (or Lists → Employees → Employees → New depending on your account).

    New employee form

  2. Enter the employee details:

    • Name: e.g. Apideck Integration User
    • Email: a valid email address
  3. Click the Access tab.

    Employee access tab

    • Check Give Access.
    • Check Manually Assign or Change Password and set a password.
  4. Under Roles, click the dropdown and select Apideck Unify, then click Add.

    Selecting Apideck Unify role on employee

  5. Click Save.


Step 3 — Create an Access Token

  1. Go to Setup → Users/Roles → Access Tokens.

    Access Tokens navigation

  2. Click New.

  3. Fill in the form:

    Access Token form with Apideck Unify selected

    • Application: select Apideck Unify ← installed by the bundle
    • User: select the integration user you created in Step 2
    • Role: select Apideck Unify ← installed by the bundle
    • Token Name: e.g. Apideck Token
  4. Click Save.

  5. Copy the Token ID and Token Secret shown on the confirmation screen.

    Token ID and Secret confirmation

    Important: This is the only time these values are shown. Copy them now — you cannot retrieve them again.


Step 4 — Find your Account ID

  1. Go to Setup → Company → Company Information.

  2. Copy the Account ID shown on the page.

    Account ID location

    Sandbox account IDs typically end with _SB1, _SB2, or _SB3.


Step 5 — Configure the connection in Vault

Open your Apideck Vault and create or edit your NetSuite connection. You only need 3 fields:

FieldValue
Account IDCopied in Step 4
Token IDCopied in Step 3
Token SecretCopied in Step 3

Leave Consumer Key and Consumer Secret blank — Apideck fills these automatically from the Apideck Unify Integration Record installed by the bundle.

Vault NetSuite connection form — 3 fields filled

Click Save. The connection should move to Callable status within a few seconds.


Troubleshooting

"Invalid configuration" after saving

  • Check that the Apideck Unify role is assigned to the integration user (Step 2, item 4).
  • Check that you selected Apideck Unify as both the Application and Role when creating the Access Token (Step 3).
  • Confirm your Account ID is correct — sandbox IDs include the _SB1 suffix.

"Apideck Unify" not appearing in Application or Role dropdown

  • The bundle may not have finished installing. Go to Customization → SuiteBundler → Installed Bundles and check the status.
  • The integration user must have the Apideck Unify role assigned before the Access Token dropdown shows it.

Role not visible in Manage Roles

  • Go to Customization → SuiteBundler → Installed Bundles and confirm bundle 705521 shows status Installed. If it failed, click Install again.

Existing customers

If you already have consumer_key and consumer_secret set in your Vault connection, you do not need to change anything. The connector continues to use your own credentials — the bundle fallback only applies when those fields are left blank.


Updating the bundle

When Apideck publishes a new version of bundle 705521, apply it from Customization → SuiteBundler → Installed Bundles — click the bundle name and follow the update prompts. New permissions are added to the Apideck Unify role automatically.

Important: A bundle update resets the Apideck Unify role to the new bundle definition — any permissions you added manually will be removed. After updating, go to Setup → Users/Roles → Manage Roles → Apideck Unify and re-add your manually-added permissions (e.g. bank feed permissions, Tax Details Tab for SuiteTax accounts).


What's next

Once your connection is Callable you can start making API calls through the Apideck Unified API. See the NetSuite Supported Resources page for the full list of available endpoints.

For bank feed setup (pushing bank statements into NetSuite's Match Bank Data workflow), see the dedicated Apideck Bank Feed for NetSuite setup guide.