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Help Center / NetSuite / Admin & Setup

Admin & Setup

Start here if you're rolling NetXcel out to a team. Nothing else in NetXcel works until this is done.

Installing NetXcel

Add NetXcel to Excel yourself from the Office Add-ins Store, or have IT deploy it to the whole team with a manifest file.

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Creating Your NetXcel Account

Once NetXcel is installed, the first person to sign up becomes the tenant's admin. Everyone invited after that joins as a member.

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Choosing How to Connect NetSuite

Four connection methods, four different jobs. Here's how to pick the right one, and who needs to be involved.

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Creating a NetSuite Integration Record

Before NetXcel can connect to NetSuite, NetSuite needs an Integration Record. This is where your connection credentials come from.

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Configuring NetSuite OAuth 2.0

Three of NetXcel's four connection methods run on OAuth 2.0, each with a different grant type and API scope.

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Inviting Your Team

Invite teammates by email from the Members page. Your plan sets how many seats you get, and NetXcel shows you exactly how many are left.

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Setting Up a Shared Connection for Your Team

Add a NetSuite connection once and share it with your team as read-only, instead of every user connecting their own credentials.

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