---
title: "Install 8x8 integration for NetSuite 3.1"
slug: "install-8x8-integration-for-netsuite-3-1"
updated: 2026-07-23T10:07:00Z
published: 2026-07-23T10:07:00Z
canonical: "help.8x8.com/install-8x8-integration-for-netsuite-3-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Install 8x8 integration for NetSuite 3.1

For your organization to take advantage of 8x8 integration with **NetSuite**, you must install the integration bundle and assign the required permissions to the appropriate user roles.

If you have previously installed the integration, we recommend using the latest installation bundle available to benefit from the latest features and bug fixes, maintain compatibility with systems, and more. Before updating an existing installation bundle, you must first [assign the required permissions to user roles](/documentation/docs/install-8x8-integration-for-netsuite-3-1#assign-required-permissions-to-user-roles), then proceed to [update the installation bundle (existing customers)](/documentation/docs/install-8x8-integration-for-netsuite-3-1#update-the-installation-bundle-existing-customers).

## Assign required permissions to user roles

Before installing the new **NetSuite** bundle as a new customer, you must assign the following permissions to one of the user roles:

- **User role permissions (specific)**
- **Custom Record Entries**
- **REST Web Services**
- **Log in using OAuth 2.0 Access Tokens**

**To set the correct permissions to user roles:**

For the 8x8 integration for **NetSuite** to work as expected, you must assign user roles a specific set of permissions.

> [!NOTE]
> Note:
> 
> The **Level** column displays the minimum permission level required for each permission.

| Permission category | Permission | Level | Required |
| --- | --- | --- | --- |
| Transactions | Find Transaction | View | Always |
| Reports | SuiteAnalytics Workbook | Edit | Always |
| Lists | Custom Record Entries | View | Always |
| Lists | Perform Search | Full | Always |
| Lists | Phone Calls | Full | For Auto interaction log |
| Lists | Cases | View | For the Case search type |
| Lists | Contacts | View | For the Contact search type |
| Lists | Customers | View | For the Customer, Lead, and Prospect search types |
| Lists | Employees | View | For the Employees search type |
| Lists | Employee Record | View | For the Employees search type |
| Lists | Partners | View | For the Partner search type |
| Lists | Vendors | View | For the Vendors search type |
| Setup | Log in using OAuth 2.0 Access Tokens | Full | Always |
| Setup | REST Web Services | Full | Always |

**To grant permission to Custom Record Entries:**

1. Log in to your **NetSuite** admin account.
2. From the menu bar at the top of the **NetSuiteHome** screen, hover over **Setup** and navigate to **User/Roles > Manage Roles**. A new page displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/setup-manage-roles(2).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
3. Click **Edit** next to the relevant role or create a new role.
4. Scroll down to the **Permissions** tab and click on the **Lists** sub-tab.
5. Click the blank line at the bottom of the list of permissions and select **Custom Record Entries**.
6. Choose the level for the permission.

> [!NOTE]
> Note:
> 
> The minimum permission level required is **View**. Refer to [the list of minimum permission levels](/documentation/docs/install-8x8-integration-for-netsuite-3-1#user-permission) for each permission category.
7. Click **Add**. The permission is added to the list.
8. Click **Save**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/permissions-custom-record-entries(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)

**To grant permission to REST Web Services:**

1. From the menu bar at the top of the **NetSuiteHome** screen, hover over **Setup** and navigate to **User/Roles > Manage Roles**. A new page displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/setup-manage-roles(3).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
2. Click **Edit** next to the relevant role or create a new role.
3. Scroll down to the **Permissions** tab and click on the **Setup** sub-tab.
4. Click the blank line at the bottom of the list of permissions and select **REST Web Services**.
5. Choose the level for the permission.

> [!NOTE]
> Note:
> 
> The minimum permission level required is **Full**.
6. Click **Add**. The permission is added to the list.
7. Click **Save**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/permissions-rest-web-services.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)

**To grant permission to log in using OAuth 2.0 access tokens:**

1. From the menu bar at the top of the NetSuite**Home** screen, hover over **Setup** and navigate to **User/Roles > Manage Roles**. A new page displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/setup-manage-roles(4).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
2. Click **Edit** next to the relevant role or create a new role.
3. Scroll down to the **Permissions** tab and click on the **Setup** sub-tab.
4. Click the blank line at the bottom of the list of permissions and select **Log in using OAuth 2.0 Access Tokens**.
5. Choose the level for the permission.

> [!NOTE]
> Note:
> 
> The minimum permission level required is **Full**.
6. Click **Add**. The permission is added to the list.
7. Click **Save**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/permissions-log-in-using-oauth-2-0.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)

## Install the integration bundle (new customers)

As a new customer, you must install the integration bundle to enable agents to use the 8x8 integration app:

**To install NetSuite integration:**

1. Log in to your **NetSuite** administrator account.
2. From the menu bar at the top of the **NetSuite Home** screen, hover over **Customization** and navigate to **SuiteBundlers > Search & Install Bundles**. The **Search & Install Bundles** screen displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/customization-search-install-bundles.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
3. Enter **8x8** in the **KEYWORDS** field. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/search-8x8-bundle.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
4. Click **Search**. A list of bundle names displays.
5. Select the bundle name **8x8 for NetSuite**. The **Bundle Details** screen displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/8x8-netsuite-bundle.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
6. Click **Install**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/install-netsuite-integration.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
7. The **Installed Bundles** screen displays with a pending status next to the bundle being installed or updated. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/pending-install.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
8. A green check mark displays in the **Status** column next to the bundle name indicating that it is now installed or updated. You may need to click **Refresh** to update the screen.
9. From the upper right side of the NetSuite **Home** screen, select **Personalize**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/personalize.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
10. Select **Custom Portlet**. The **Custom Content** section displays on the screen.
11. Hover over the **Custom Content** section, click the more options icon, and select **Set Up**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/custom-portlet-setup.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
12. Select **8x8 for NetSuite (OIDC)** from the list of sources. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/select-source-for-portlet.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
13. Click **Save**.
14. Select the **Click here to open 8x8 panel** button to launch the 8x8 integration app. The app launches in a floating browser window. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/launch-8x8-integration-panel.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)

## Update the installation bundle (existing customers)

If you already have the integration for **NetSuite** installed and you need to update the installation bundle, use the **Update** option available from your installed bundle.

We recommend using the latest installation bundle available.

> [!NOTE]
> Note:
> 
> Before updating your installed bundle, you must [assign required permissions to user roles](/documentation/docs/install-8x8-integration-for-netsuite-3-1#assign-required-permissions-to-user-roles).

**To update an existing bundle:**

1. Log in to your **NetSuite** administrator account.
2. From the menu bar at the top of the **NetSuiteHome** screen, hover over **Customization** and navigate to **SuiteBundlers > Search & Install Bundles**. The **Search & Install Bundles** screen displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/customization-search-install-bundles(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
3. Locate the installed **8x8 for Netsuite** bundle using the search bar or browsing the list.
4. Under **SuiteScripts**, in the **Portlet** subsection, find the Portlet entry (for example, 8x8 for netsuite-au panel).
5. In the portlet row, go to the **Preference** column and select **Update Deployments** from the drop down list. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/netsuite_update_screenshot.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
6. Click **Update Bundle** from the top of the page. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/update-bundle.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
7. When prompted to confirm the update, click **OK**. The **Installed Bundles** screen displays with a pending status next to the bundle being installed or updated.
8. You may need to refresh the page to see when the update is complete. A green check mark in the status column indicates that the update is complete.
9. Go to the **NetSuiteHome** page and select **Personalize** from the upper right-corner of the page. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/personalize(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
10. Select **Custom Portlet**. The **Custom Content** section displays on the screen.
11. Hover over the custom portlet section, click the more options ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-more-options_21x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D) icon, and select **Set Up**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/custom-portlet-setup(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
12. Select **8x8 for NetSuite (OIDC)** from the list of sources. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/select-source-for-portlet(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
13. Click **Save**.
14. Select the **Click here to open 8x8 panel** button to launch the 8x8 integration app. The app launches in a floating browser window. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/launch-8x8-integration-panel(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)

## Configure click-to-dial

8x8 click-to-dial enables agents to dial from the CRM page by clicking on the phone number.

**To configure click-to-dial:**

1. Hover over ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-home_19x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D) and navigate to **Set Preferences > Telephony**.
2. The **CTI URL** field on the Telephony screen must contain this click-to-dial URL: **https://cloud8.8x8.com/mapanelweb/public/launcher/click2dial.html?phone={phone}**
3. Click **Save** to save the click-to-dial CTI URL.

## View the CTI URL used

Let's say that after setting up the integration, a fellow admin asks you confirm the correct CTI URL is used. You can easily access the CTI URL from your NetSuite account.

**To access the CTI URL:**

1. From the menu bar at the top of the **NetSuiteHome** screen, hover over **Customization**.
2. From the **Customization** drop-down list, select **Lists, Records, & Fields** > **Record Types**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/customization-record-types(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
3. From the **Record Types** page, click the **8x8 netsuite record**. The record opens.
4. Click **More** from the upper right side of the **Custom Record Type** page.
5. Select **View Records**. The **8x8 netsuite record List** page displays. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/custom-record-more(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
6. Click **Edit**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/edit-netsuite-record(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)
7. On the **8x8 netsuite record** page, locate the **8x8 Production link** and ensure the following link is used:

*https://cloud8.8x8.com/mashell/public/netsuite-au.html?nextGen=true&env=netsuite-au*

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/netsuite-cti-url-2025.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A03Z&se=2026-11-03T23%3A20%3A03Z&sr=c&sp=r&sig=UnvOjkKzI%2F5%2FZoX95jTeS%2FdN%2FJps2KUgVwkyNm7qlDk%3D)