> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect NetSuite to Vortex IQ

> Connect NetSuite to Vortex IQ so Vortex Mind can reconcile ecommerce revenue against your GL, surface revenue leakage, and answer finance questions via Ask Viq.

Connecting NetSuite brings your ERP and general ledger data into Vortex IQ. Vortex Mind uses NetSuite to run the Daily Revenue Leakage report-reconciling gross ecommerce revenue (from Shopify, BigCommerce, or another commerce platform) against your NetSuite GL booking to identify where revenue is lost to fees, refunds, disputes, or timing gaps. Finance teams can then query this data directly through Ask Viq using a Finance Profile.

## What Vortex IQ reads from NetSuite

| Data type                      | Used by                                                               |
| ------------------------------ | --------------------------------------------------------------------- |
| General ledger entries         | Vortex Mind - Daily Revenue Leakage                                   |
| Sales orders and invoices      | Vortex Mind - Payment Performance Intelligence, Daily Revenue Leakage |
| Customer records               | Vortex Mind - Customer Recovery Opportunity                           |
| Refund and credit memo records | Vortex Mind - Daily Revenue Leakage, Decline Recovery Intelligence    |

## How to connect

NetSuite uses token-based authentication (TBA). You will need to create an integration record and generate access tokens inside NetSuite before connecting.

<Steps>
  <Step title="Create a NetSuite Integration Record">
    In NetSuite, go to **Setup → Integrations → Manage Integrations → New**. Name it "Vortex IQ", enable **Token-Based Authentication**, and save. Note the **Consumer Key** and **Consumer Secret**.
  </Step>

  <Step title="Create an Access Token">
    Go to **Setup → Users/Roles → Access Tokens → New**. Select the Integration you just created, select a user with the appropriate role, and save. Note the **Token ID** and **Token Secret**.
  </Step>

  <Step title="Open Connected Sources in Vortex IQ">
    Navigate to **Settings → Connected Sources**, click **Add Source**, and select **NetSuite**.
  </Step>

  <Step title="Enter credentials">
    Enter your NetSuite **Account ID**, **Consumer Key**, **Consumer Secret**, **Token ID**, and **Token Secret**, then click **Save**.
  </Step>

  <Step title="Verify">
    Vortex IQ runs a connection test. A successful test confirms credentials are valid and pulls begin.
  </Step>
</Steps>

<Warning>
  The NetSuite user associated with the access token must have read access to Transactions, Customers, and General Ledger records. Missing role permissions cause partial or failed data pulls.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Authentication error on save">
    Double-check that TBA is enabled on the integration record in NetSuite, and that the Token ID/Secret match the token created for that integration (not a different one).
  </Accordion>

  <Accordion title="Revenue Leakage report shows no GL data">
    The NetSuite user's role must include read access to the **Transaction** and **Accounting Period** record types. Ask your NetSuite admin to verify role permissions.
  </Accordion>

  <Accordion title="Data refresh failing">
    NetSuite imposes concurrent API connection limits. If other integrations are polling heavily at the same time, Vortex IQ may hit rate limits. Use **Settings → Data Refresh** to stagger the NetSuite refresh cadence to off-peak hours.
  </Accordion>
</AccordionGroup>