Generate NetSuite Authentication Tokens for the Emburse NetSuite Integration

Emburse and NetSuite recommend using the token-based authentication (TBA) method as a best practice to allow integration with your NetSuite account. This allows users to continually access NetSuite without having to re-enter login credentials for NetSuite every time. TBA is the easiest to maintain and stabilizes the integration processes by reducing timeout and credentials errors. 

In this article, we'll provide all necessary instructions to collect the required keys to fully connect your Certify and NetSuite account.

You may not need to be a Full Administrator in NetSuite to run this integration. If you are not a Full Administrator, you will need to work with your IT department to install the appropriate authentication tokens.

Download the Emburse Integration Bundle

Downloading the Emburse Integration Bundle will include the Emburse Integration user role, which will be required to complete your installation.

1. In your NetSuite account, click Customization. Then click SuiteBundler > Search & Install Bundle.

2. Search for Emburse in the search bar. Emburse Integration Role should appear.

3. Select Emburse Integration Role and select Install on the following page. In the forthcoming steps, you will apply the Emburse Integration Role to your Integration User.

Retrieve Your NetSuite Account ID

1. Log in to NetSuite and navigate to the Setup menu. Select Company > Company Information.

2. Locate the Account ID field and copy the value provided. This ID will be entered in the Account field in the Emburse NetSuite Integration Account Credentials tab.

Verify or Enable Token-Based Authentication

Your Emburse integration will require token authentication details from NetSuite. To see if your organization already has tokens enabled, log in to NetSuite and navigate to the Setup menu. Click Users/Roles and select Access Tokens.

If you do not see Access Tokens as an option, you must enable this feature in NetSuite.

1. From the Setup menu, select Company > Enable Features.

2. Click on the SuiteCloud tab.

3. Under Manage Authentication, enable Token-Based Authentication.

Create Your NetSuite Token Authentication Information

We recommend having a Notepad app open so you can copy and paste your required NetSuite token values when they appear in steps 2 and 3. The four values you will be generating in NetSuite are:

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

Step 1. Assign a User to a Token-Based Authentication Role

In NetSuite, you'll need to grant a user the token-based authentication role.

A. Navigate to the Setup menu, click Users/Roles, then select Manage Users.

B. Choose an existing user or create a new user account.

We recommend creating a new, "dummy" user (e.g., a user called "Emburse Integration") so there's no chance of them being made inactive and losing the authentication.
  • Select an Existing User: Click the Edit button on a user's Employee Record and follow steps 3–6, below, to grant them NetSuite access.
  • Create a User: Create a new Employee Record and follow steps 3–6, below, to grant them NetSuite access.

C. On the Employee Record page, navigate to the Access tab.

D. In the Role field, select the Emburse Integration Role.

E. Click Add.

F. Click Save.

Step 2. Create Emburse Access for Token-Based Authentication

The next step is to create an Integration record and generate the authentication information needed to allow Emburse to integrate with NetSuite.

A. On the Setup menu in NetSuite click Integration. Select Integration Management > Manage Integrations. Click New to add a new integration record. 

B. Enter a Name for your application, e.g., EmburseTBA.

C. Enter a Description, if desired, e.g., Emburse Token-Based Authentication.

D. Leave the application State as "Enabled."

E. Enter a Note, if desired.

F. On the Authentication tab, check the Token-based Authentication box.

There are several options on the Authentication tab. Please ensure that only the Token-based Authentication option is selected. If other items are selected (e.g., TBA: Authorization Flow or Authorization Code Grant, uncheck these options before clicking Save.

G. Click Save. The confirmation page displays the Consumer Key and Consumer Secret for this application; stay on this page and copy these values into a notepad or text app.

The Consumer Key and Consumer Secret values will only be displayed on this confirmation page. After you leave this page, these values cannot be retrieved from the system. If you lose or forget these credentials, you will need to start again to obtain new values.

IntegrationRecord_TBA_Confirmed_new.png

Step 3. Create a TBA Token

A. On the NetSuite Setup menu, navigate to Users/Roles and open the Access Tokens page. 

B. On the Access Tokens page, click New Access Token.

C. Select the Application Name: Choose the Application Name you created for the Integration Record previously.

D. Select the User you enabled with the Emburse Integration role in Step 1, above.

E. Select Emburse Integration for the Role.

F. The Token Name is already populated by default, but you may enter your own name for this token if desired.

G. Click Save. The confirmation page displays the Token ID and Token Secret; stay on this page and copy these values into a notepad or text app.

The Token ID and Token Secret values will only be displayed on this confirmation page. After you leave this page, these values cannot be retrieved from the system. If you lose or forget these credentials, you will need to create a new token and obtain new values.

 

 

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