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Interactive Setup Guide

Follow this step-by-step interactive tutorial to set up your NetSuite SDF environment.

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Prerequisites

Before starting, make sure you have:

NetSuite Account

Active NetSuite account with administrator access

OpenSSL

OpenSSL installed on your system for certificate generation

ExecFy Account

Sign up at execfy.ai to access the SDF environment

Terminal Access

Command line interface for running OpenSSL commands

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Setup Steps

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Step 1: Generate M2M Certificate

Run this command in your terminal:
openssl req -x509 \
  -newkey rsa:4096 \
  -sha256 \
  -keyout private.key \
  -out public.pem \
  -noenc \
  -subj "/CN=NetSuite M2M"
What this creates:
  • private.key - Keep this secure, upload to ExecFy
  • public.pem - Upload this to NetSuite
✅ Success: You should now have two files in your current directory

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Step 2: Setup NetSuite M2M Client

Navigate to NetSuite:
  1. Setup → Integration → M2M Clients → New
  2. Name: ExecFy Integration
  3. Authentication: Certificate
  4. Save and copy the Auth ID (AUTH_XXXXX format)
📝 Note: Save the Auth ID - you’ll need it for ExecFy setup
Add the certificate:
  1. Edit your M2M Client record
  2. Certificate tab → New
  3. Name: ExecFy Certificate
  4. Certificate: Upload your public.pem file
  5. Save and copy the Certificate ID
⚠️ Important: Keep the Certificate ID safe - required for activation
Required permissions for SDF:
  • SuiteCloud Development Integration
  • Custom Record Access (if needed)
  • File Cabinet Access (if needed)
✅ NetSuite Setup Complete: M2M client is ready

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Step 3: Configure ExecFy

In ExecFy dashboard:
  1. Go to M2M Certificates page
  2. Click Add Certificate
  3. Account ID: Your NetSuite account ID
  4. Auth ID: The AUTH_XXXXX from NetSuite
  5. Private Key: Paste the content of private.key
  6. Click Upload Private Key
Complete the setup:
  1. Click Edit on your uploaded certificate
  2. Certificate ID: Paste the ID from NetSuite
  3. Save Certificate ID
Enable for use:
  1. Toggle Active switch to enable
  2. Certificate is now ready for SDF operations
🎉 Setup Complete: Your M2M certificate is active and ready!

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Step 4: Test Your Setup

In ExecFy Chat:
  1. Click + in sandbox selector
  2. Choose SDF sandbox type
  3. Sandbox ready in ~30 seconds
Test your setup:
  • Your sandbox environment includes Ubuntu 24.04 with Java 17
  • SuiteCloud CLI is pre-installed and configured
  • M2M authentication is automatically set up
  • Ready to use terminal interface for SuiteCloud commands

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Troubleshooting

  • Verify M2M client is active in NetSuite
  • Check Certificate ID matches exactly
  • Ensure proper permissions are assigned
  • Certificate ID field is required
  • Click “Edit” to add the ID from NetSuite
  • Make sure private key format is correct
  • Ensure certificate is activated (toggle switch)
  • Try creating a new sandbox
  • Check that M2M client is active in NetSuite

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Next Steps

Start Building

Access your NetSuite SDF environment →
Ready to develop: Your NetSuite SDF environment is now configured and ready for development!
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