Setting Up Token-Based Authentication

To set up Token-Based Authentication:

1. In NetSuite, go to Setup > Integration > Manage Integrations > New.

2. In the Name field, enter a name for this integration record that should represent your Account Reconciliation application.

3. In the Description field, enter a description to help you identify this integration record in NetSuite.

4. In the State field, leave the default Enabled option.

5. On the Authentication tab, make sure the Token-based Authentication box is checked.

6. Make any other necessary changes, and then click Save.

   NetSuite generates the consumer key and consumer secret on the integration record.

7. Save the consumer key and consumer secret.

   Note:

   The consumer key and consumer secret show only one time. If you lose these credentials, you can regenerate new ones. For more information, see Regenerating a Consumer Key and Secret.

8. Go to Setup > Users/Roles > Access Tokens > New.

9. On the Access Token page:

   1. From the Application Name list, select the created integration record.

   2. From the User list, select the user that should be used for the integration with your Account Reconciliation application.

   3. From the Role list, select your custom role that gives sufficient permissions to the integration user.

   4. The Token Name field is populated with a concatenation of Application Name, User, and Role.

   5. Click Save.

      NetSuite generates the Token ID and Token Secret on the page.

   6. Save the generated Token ID and Token Secret.

      Note:

      The Token ID and Token Secret show only one time. If you lose these credentials, you must create a new token.

10. In the Account Reconciliation application, click the Navigator icon , and then click Data Exchange.

11. Click Actions, and then select Applications from the list.

12. In the Applications popup window, click the Configure Connections icon .

13. In the Connections popup window, click the Add icon , then select NetSuite from the list.

14. In the Create connection: NetSuite popup window, do the following:

    1. In the Name field, enter a name for the connection.

    2. In the Description field, enter a description to help you identify this connection.

    3. For the Consumer Key Type, choose Custom.

    4. For the Connector Type, choose EPM Connector.

    5. In the Consumer Key and Consumer Secret fields, enter the generated consumer key and consumer secret.

    6. In the Token Key and Token Secret fields, enter the generated Token ID and Token Secret.

    7. In the Account field, enter the integration user’s NetSuite Account ID. The value must match exactly, including upper-case and lower-case letters. You can find the account ID at Setup > Company > Company Information in the Account ID field.

       The following screenshot shows the Custom and EPM Connector connection configurations for Account Reconciliation Sync:

       

    8. Click Test Connection. When the connection testing is finished, the Information window pops up. Close the Information popup window.

    9. Click OK.

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