Journyx ALNS Connection to NetSuite - Tasks to be performed by the customer
Token-Based Authentication (TBA) is one of the security policies supported by Oracle NetSuite adapter.
The following items are required to make a successful connection to NetSuite. Please provide these to Journyx:
- Consumer Key
- Consumer Secret
- Application ID
- Role ID
- Username of user associated with the Access Token
- Password of user associated with the Access Token
- Token ID
- Token Secret
- Account ID
Please follow the below steps to retrieve the required items:
- Enable Token-Based Authentication
- Navigate to Setup > Company > Enable Features > SuiteCloud
- Check the Token-Based Authentication Box and click I Agree to the Terms of Service
- Create an Integration Record
- Navigate to Setup > Integration > Manage Integrations > New
- Ensure the following:
- Enter the name of the integration
- State is Enabled
- Token-Based Authentication is checked
- TBA: Authorization Flow is unchecked
- Click SAVE
- Once saved, please take note of the Consumer Key, the Consumer Secret, and the Application ID
- Create a Role
- Navigate to Setup > User/Roles > Manage Roles > New
- Create a new role
- Provide permission and Full level access to every object that you wish to sync over as part of this integration
- The below permissions are required (if ‘Log in using OAUTH 2.0 Access Tokens' is not listed, that is ok):
- These are recommended examples of permissions for objects that you may want to sync over:
- Please take note of the Role ID that was created as this will need to be provided to Journyx
- Create a TEST user for this integration and assign the role created in Step 3
- Create a new user or use an existing user **The username and password for this user MUST be provided to Journyx to establish the connection to your Netsuite environment**
- Assign the previously created role to the TEST user
- Create an Access Token for the Integration Record, User, and Role
- Navigate to Setup > User/Roles > Access Tokens > New
- Create an Access Token using the Integration Record from Step 2, the Role from Step 3, and the TEST User from Step 4
- Click SAVE
- Once saved, please take note of the Token ID and Token Secret
- Retrieve the Account ID
- Navigate to Setup > Company > Company Information
- Locate the Account ID and provide to Journyx