NetSuite Integration Setup Guide

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. 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
  • 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
  • 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