NetSuite: Use Token Based Authentication

SyncApps now supports NetSuite Token Based Authentication (TBA) as an Authentication Type.

The NetSuite integration Authentication Type for NetSuite Username and Password will still function if in use, however, NetSuite recommends using TBA as it has the following benefits.

  • Can have 5 concurrent API requests
  • No password expiration issues 

In your Sync Profile, the Authentication Type for NetSuite Username and Password is still the default choice and all of your existing NetSuite integrations will continue to sync based on your setup.  

If selecting the NetSuite integration Authentication Type for TBA please see the following Steps below.

Integration using TBA requires the following values to be set:

  • Consumer Key
  • Consumer Secret
  • Token ID
  • Token Secret 

To use TBA the following things need to be done:

  1. Enable Token Based Authentication
  2. Create Integration record
  3. Create a Role and assign to a User
  4. Create an Access Token for the Integration record, User, and Role

Enable Token Based Authentication

  1. Go to Setup > Company > Enable Features > Suite Cloud > Manage Authentication
  2. Enable Token-Based Authentication

Create Integration Record

  1. Go to menu Setup > Integrations > Manage Integrations
  2. Tap the New button
  3. Set the name to "SyncApps Integration". Please make sure to tick the Token Based Authentication option.
    If you already have an integration record for SyncApps you can reuse it by editing the integration and tick the Token Based Authentication option. 
  4. Please copy Consumer Key and Consumer secret values to be used in Sync Profile configuration.

Please note that Consumer Key and Consumer Secret values are displayed only once so please make sure you copy them before going to another page.

Create a Role and assign to a User

  1. Go to Setup > Users/Roles > Manage Roles > New.
  2. Create a role and assign necessary permission for SyncApps integration. Please click here for the list of permission required for SyncApps.
    The role must have "User Access Tokens" permission for integration using TBA.
  3. Assign the Role to the desired user that will be used for integration. Go to Lists > Employees > Employees > edit user > Access tab > Roles subtab.

Create an Access Token for the Integration record, User, and Role

  1. Go to Setup > Users/Roles > Access Tokens > New.
  2. Select the Integration record, User, and Role created or referenced in the previous steps.
  3. Token Id and Token Secret will be displayed after clicking save button. Please copy Consumer Key and Consumer secret values to be used in Sync Profile configuration.

Please note that Consumer Key and Consumer Secret values are displayed only once so please make sure you copy them before going to another page. 

After the above steps are completed you can use the Consumer Key, Consumer Secret, Token ID and Token Secret in Sync Profile configuration.

 

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