CloudExtend

ExtendInsights Data Management connects to NetSuite using SuiteTalk (SOAP Web Services). If the NetSuite role you use to log in does not have SOAP Web Services enabled, ExtendInsights will be unable to authenticate or retrieve/update data.

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A NetSuite Administrator (or anyone with permission to edit roles) must enable SOAP Web Services on the role your users will use with ExtendInsights.

In NetSuite, go to Setup &gt; Users/Roles &gt; Manage Roles.

Find the role you want to update, then click Edit (or Customize if it is a standard role you do not want to modify directly).

Add one of the following permissions (the label can vary by NetSuite version/account):

- SOAP Web Services, or
- Web Services (older naming in some accounts)

1. In NetSuite, go to Setup &gt; Users/Roles &gt; Manage Roles.
2. Find the role you want to update, then click Edit (or Customize if it is a standard role you do not want to modify directly).
3. Open Permissions &gt; Setup.
4. Add one of the following permissions (the label can vary by NetSuite version/account):
 - SOAP Web Services, or
 - Web Services (older naming in some accounts)
5. Set the Level to Full.
6. Click Add, then Save.

Depending on your setup and authentication method, your admin may also need to enable:

➡️ <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/9558013-admin-add-new-users-to-extendinsights-for-data-management-netsuite">Add New Users to ExtendInsights for Data Management</a>

➡️ <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/9077170-troubleshooting-why-aren-t-my-custom-fields-displaying-in-extendinsights-for-data-management-netsuite-when-trying-to-build-a-template">Custom Fields not Displaying? What permissions are needed?</a>

Visit: <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>

Email: <a href="" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

- Visit: <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>
- Use the in-app chat
- Email: <a href="" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

ExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly

FAQ: How to Assign SOAP Web Services Permission to a NetSuite Role

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FAQ: How to Assign SOAP Web Services Permission to a NetSuite Role

Who needs to do this?

Enable SOAP Web Services for a Role

Related Permissions (Commonly Required)

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