1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Setting Up the Connection to Planning and Budgeting
  6. Using OAuth 2.0 to Connect to Planning and Budgeting

Using OAuth 2.0 to Connect to Planning and Budgeting

You can use OAuth 2.0 to connect to your Planning and Budgeting application from NetSuite. To authenticate through OAuth 2.0, you need to store credentials obtained from your Oracle Cloud Infrastructure (OCI) instance in NetSuite.

To set up OAuth 2.0 to connect to Planning and Budgeting:

  1. In Oracle Cloud Infrastructure (OCI), go to Identity & Security, and then click Domains.

  2. In the list of domains, click the name of the required domain.

    Tip:

    You can get the domain name from the Planning and Budgeting login screen.

  3. Go to the Integrated applications subtab, and then click Add application.

  4. Select the Mobile Application type, and then click Launch workflow.

  5. Enter a name for the application, and then click Submit.

  6. Go to the OAuth configuration subtab, and then click Edit OAuth configuration.

    Do the following:

    1. Check the Refresh token box.

    2. Check the Device code box.

    3. Clear the Implicit box.

    4. In the Client IP address section, choose Anywhere.

    5. Click Submit.

    6. Copy the Client ID value.

  7. Go back to Domains, and click the name of the required domain. Then, do the following:

    1. On the Details subtab, copy the Domain URL value.

    2. Go to the Integrated applications subtab.

    3. On the created application record, click the three dots and select Activate.

    4. When prompted, click Activate application.

  8. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Connection Settings.

  9. For the OAuth 2.0 type, click Configure.

  10. In step Enter Parameters, provide the credentials you copied in the previous steps:

    1. In the IDCS URL field, enter the domain URL value.

    2. In the Client ID field, enter the client ID value.

  11. Click Next.

  12. In step Provide Consent, copy the code and click the verification URL. If prompted, log in to your Cloud EPM account.

    To return to the previous step, click < Back or Cancel.

  13. In your Cloud EPM account, paste the code to confirm that you provide access for this logged-in user to connect from NetSuite to your Planning and Budgeting application. The user must have at least a Power User role with access to the target Planning and Budgeting application.

  14. Go back to the Configure OAuth 2.0 page in NetSuite, and click Finish.

For general information about AOuth 2.0, see the NetSuite Help Center topic OAuth 2.0.

Related Topics

General Notices