Creating and Assigning an Access Token for the Integration

SuiteProjects Pro uses token-based authentication (TBA) to establish a connection with NetSuite and send SOAP web services requests to your NetSuite account for the integration. After you create an integration record for SuiteProjects Pro, you need to create an access token associated with the integration record for SuiteProjects Pro, a designated user and the custom role created for the SuiteProjects Pro integration. NetSuite will generate the User Token ID and User Token Secret required for SuiteProjects Pro to access NetSuite.

For more information about the Token-Based Authentication (TBA) feature in NetSuite and about managing TBA tokens, see Token-based Authentication (TBA) (external link to NetSuite SuiteAnswers | Answer ID: 41827) and Manage TBA Tokens in the NetSuite UI (external link to NetSuite SuiteAnswers | Answer ID: 41902).

To create and assign an access token for the integration in NetSuite:

Sign in to NetSuite as an account administrator or as a user with the Access Token Management permission.
Choose the user to whom the access token will be assigned, or TBA user. You may use an existing employee record or create an employee record for the integration only. All authentication requests from SuiteProjects Pro will show under this user in the logs.
Go to the Lists > Employees > Employees, locate the employee record for the TBA user and click Edit.
On the Access > Roles subtab, add the SuiteProjects Pro Integration Administrator role created by the SuiteProjects Pro SRP Integration bundle, or the custom role you created for the integration. See Creating a Custom Role for the Integration in NetSuite.
Go to Setup > Users/Roles > Access Tokens > New.
Select the Application Name.
- If the Enable Direct TBA box is checked on the NetSuite Connector administration form in SuiteProjects Pro, select Internal NS Application OPENAIR. See Direct Token-Based Authentication.
- Otherwise, select the name of the integration record you created for the SuiteProjects Pro integration. See Creating an Integration Record for the SuiteProjects Pro Integration.
Tip:
Double the speed of your integration with an optimized link between SuiteProjects Pro and NetSuite using Direct Token-Based Authentication. To create an access token for direct TBA select the following Application Name: Internal NS Application OPENAIR. You will also need to enable the feature on the NetSuite Connector administration form in SuiteProjects Pro. See Direct Token-Based Authentication.
Select the User — This is the Name on the employee record for the TBA user you chose.
Select the Role — You can use the SuiteProjects Pro Integration Administrator role created by the SuiteProjects Pro SRP Integration bundle, or the custom role you created for the integration. See Creating a Custom Role for the Integration in NetSuite.

Important:
You should not associate the access token with the Administrator role. Some role permissions may have an undesirable effect on the integration. For example, SuiteProjects Pro transactions may be posted to a closed accounting period in NetSuite if the “Override Period Restrictions” role permission is enabled for the TBA user.
NetSuite generates the Token Name automatically. You can change the token name or keep the default value.
Click Save.

NetSuite generates the User Token ID and User Token Secret and displays the information on the Access Token page.
Copy the User Token ID and User Token Secret and store the information in a safe place. You will need to enter this information when configuring SuiteProjects Pro for the integration.

Important:
The User Token ID and User Token Secret are displayed only one time. You will not be able to retrieve this information after you close, refresh or leave the page. You can generate a new User Token ID and User Token Secret at any time. To generate a new User Token ID and User Token Secret, revoke the existing token and create a new one.