NetSuite

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Authentication

We recommend our customers to enable a token based authentication instead of OAuth's email + password based authentication. Primarily, NetSuite's password expire every six months, which requires re-authentication. In addition to convenience, email + password authentication is much less secure in comparison.

Please follow the instructions below to setup a token based authentication with Leapfin.

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Please note that there are two pairs of keys that will only appear once during this process, so please capture them immediately

Step 1: Create a Integration Record

  • Click on Setup on the top navigation bar
  • Click on Integration on the left hand navigation, and select Manage Integrations
  • Click New to set up a new integration record

  • Enter "Leapfin" under Name for the integration
  • Ensure the State of the integration is set to Enabled
  • Under Authentication, check "Token-Based Authentication"
  • Click Save

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Capture the Consumer Key and Consumer Secret immediately. They only appear once!


Step 2: Enable Token Based Authentication

  • Click on Setup on the top navigation bar
  • Under Setup, navigate to Company > Setup Tasks > Enable Features > SuiteCloud > Manage Authentication
  • Make sure Token Based Authentication is checked and enabled.
  • Scroll down and make sure you Save the new setting.



Step 3: Create a Token Role

  • Click on Setup on the top navigation bar

  • Under Setup, navigate to Users/Roles > Manage Roles > New

  • Enter "Token Manager" as name of the new role

  • Navigate down the page to Permissions > Setup and add the following permissions:

  • User Access Token: Full

  • Access Token Management: Full

  • Web Services: Full

  • Click Save



Step 4: Add Token Management Permissions

  • Click on Setup on the top navigation bar
  • Under Setup, navigate to Users/Roles > Manage Users
  • Select your user
  • Navigate down the page to Access > Roles and add the token role you just created (Token Manager)
  • Click Save



Step 5: Enable View Permissions for Token Manager

  • Click on the new Token Manager role you just created
  • Scroll down and ensure you enable the following View permissions:

Transactions:
Bills -> View
Credit Memo -> View
Find Transactions -> View
Invoice -> View
Refund Returns -> View
Sales Order -> View
View Payment Events -> View

Lists:
Customers -> View
Items -> View

Step 6: Create Access Tokens

  • Click on Setup on the top navigation bar

  • Under Setup, navigate to Users/Roles > Access Tokens > New

  • Create a new token with the following settings:

  • Application Name: Leapfin

  • User: Select your user name

  • Role: Select the new role your created (Token Manager)

  • Click Save

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Capture the Token ID and Token Secret immediately! They only appear once!



Step 7: Capture Account ID

  • Click on Setup on the top navigation bar
  • Under Setup, navigate to Integration > Web Services Preferences
  • Capture Account ID on the top left of the screen


Updated about 1 year ago