Setting Up Token-Based Authentication for NetSuite Connector

To set up token-based authentication:

1. Create the NetSuite access token and connect NetSuite Connector.

   1. Verify the installation of NetSuite Connector integration record

      1. Go to Setup > Integration > Manage Integrations.

         NetSuite Connector should be listed on the Integrations page.

      2. (Optional) If you don't see NetSuite Connector, it might be blocked. Here's how to enable it:

         1. On the Integrations page, check the Show Inactives box.

         2. Click Refresh.

         3. If you still don't see the NetSuite Connector record, try uninstalling and reinstalling the SuiteApp

         4. When the NetSuite Connector record displays in the Integrations page, click NetSuite Connector.

            The NetSuite Connector record opens.

         5. Click Edit.

         6. From the State list, select Enabled.

         7. Click Save.

2. Assign the role for token authentication.

   1. Go to Setup > Users/Roles > Manage Users.

   2. Select the employee you want to assign the role to.

      Note:

      The selected employee must have the Administrator role assigned. Don't delete or inactivate the user ID to avoid breaking the connection.

   3. On the Employee page, click Edit.

   4. Click the Access subtab.

   5. In the Role field, select NetSuite Connector Web Services and click Add.

   6. Click Save.

3. Verify access of the assigned role to subsidiaries.

   1. Go to Setup > Users/Roles > Manage Roles.

   2. Click the Edit link of the NetSuite Connector Web Services role.

   3. Under the Subsidiary Restrictions section, check the Allow Cross-Subsidiary Record Viewing box.

   4. Click Save.

4. Create token authentication credentials for NetSuite Connector.

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

   2. On the Access Token setup page, in the Application field, select NetSuite Connector. This references the integration record.

   3. Select the user with the NetSuite Connector Web Services role

   4. In the Role field, select NetSuite Connector Web Services.

      The Token Name will be filled in automatically

   5. Click Save.

      You'll see a confirmation page with the Token ID and Token Secret. Copy the Token ID and Token Secret values and keep them for later use.

      Important:

      It is important to save the Token ID and Token Secret because this is the only time that the Token ID and Token Secret values will be displayed. When you close the page, you will not be able to retrieve or have access to the values anymore. If you lose or forget these credentials, you'll need to create a new token.

      Don't delete or inactivate the user with the token authentication role. If the user account is deleted or inactivated, the token won't work and connections will fail.

Adding NetSuite Account ID to NetSuite Connector

The Account ID is the first part of the URL in the browser when logged into NetSuite. You can also find the ID in the Account ID field in the Company Information page, accessible from Setup > Company > Company Information.