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