Documentation
Setup Guide
Step-by-step interactive tutorial for NetSuite SDF setup
Interactive Setup Guide
Follow this step-by-step interactive tutorial to set up your NetSuite SDF environment.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
Setup Steps
Step 1: Generate M2M Certificate
Generate Certificate with OpenSSL
Generate Certificate with OpenSSL
Run this command in your terminal:What this creates:
private.key- Keep this secure, upload to ExecFypublic.pem- Upload this to NetSuite
Step 2: Setup NetSuite M2M Client
Create M2M Client in NetSuite
Create M2M Client in NetSuite
Navigate to NetSuite:
- Setup → Integration → M2M Clients → New
- Name: ExecFy Integration
- Authentication: Certificate
- Save and copy the Auth ID (AUTH_XXXXX format)
Upload Public Certificate
Upload Public Certificate
Add the certificate:
- Edit your M2M Client record
- Certificate tab → New
- Name: ExecFy Certificate
- Certificate: Upload your
public.pemfile - Save and copy the Certificate ID
Assign Permissions
Assign Permissions
Required permissions for SDF:
- SuiteCloud Development Integration
- Custom Record Access (if needed)
- File Cabinet Access (if needed)
Step 3: Configure ExecFy
Upload Private Key to ExecFy
Upload Private Key to ExecFy
In ExecFy dashboard:
- Go to M2M Certificates page
- Click Add Certificate
- Account ID: Your NetSuite account ID
- Auth ID: The AUTH_XXXXX from NetSuite
- Private Key: Paste the content of
private.key - Click Upload Private Key
Add Certificate ID
Add Certificate ID
Complete the setup:
- Click Edit on your uploaded certificate
- Certificate ID: Paste the ID from NetSuite
- Save Certificate ID
Activate Certificate
Activate Certificate
Enable for use:
- Toggle Active switch to enable
- Certificate is now ready for SDF operations
Step 4: Test Your Setup
Create SDF Sandbox
Create SDF Sandbox
In ExecFy Chat:
- Click + in sandbox selector
- Choose SDF sandbox type
- Sandbox ready in ~30 seconds
Verify Connection
Verify Connection
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
Troubleshooting
Certificate not working
Certificate not working
- Verify M2M client is active in NetSuite
- Check Certificate ID matches exactly
- Ensure proper permissions are assigned
Can't activate in ExecFy
Can't activate in ExecFy
- Certificate ID field is required
- Click “Edit” to add the ID from NetSuite
- Make sure private key format is correct
Sandbox connection issues
Sandbox connection issues
- Ensure certificate is activated (toggle switch)
- Try creating a new sandbox
- Check that M2M client is active in NetSuite
Next Steps
Start Building
Access your NetSuite SDF environment →