Generating the NetSuite Authentication Token for 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. The token-based authentication method 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 instructions on getting the authentication details from NetSuite for the token-based authentication, and how to update your NetSuite integration to use the token-based authentication method

Verifying Your NetSuite Account has Token-Based Authentication Enabled

Log in to NetSuite. Navigate to the Setup menu. On the Setup menu, click Users/Roles and select Access Tokens.

If you do not have 'Access Tokens', you must enable this feature in NetSuite.

1. From the Setup menu, select Company then Enable Features. Next, open the SuiteCloud Tab. 

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

Creating Your NetSuite Token Authentication Information

Your Emburse integration will require token authentication details from NetSuite. We recommend having a Notepad app open so you can copy and paste your required NetSuite token values. The four values you'll be generating in NetSuite are:

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

Assign a User to a Token-based Authentication Role

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

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

2. Use an existing user or Create a new user account.

We recommend creating a new, "dummy" user (many create an "Emburse Integration" user) 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. 
  • Create a User - Create a New Employee Record, and grant them NetSuite Access.

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

4. In the Role field, select the "Emburse Integration Role".

5. Click Add.

6. Click Save to save this update to the Employee/User.

Creating 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.

  1. On the Setup menu in NetSuite, open the Integration page. Next, select Integration Management, then Manage Integrations. Click New to add a new integration record. 

  1. Enter a Name for your application - for example, EmburseTBA.
  2. Enter a Description, if desired - for example, Emburse Token-Based Authentication.
  3. The application State is "Enabled" by default - leave it as such.
  4. Enter a Note, if desired.
  5. Check the Token-based Authentication box on the Authentication tab.
  6. Click Save. The confirmation page displays the Consumer Key and Consumer Secret for this application - stay on this page and copy the Consumer Key and Consumer Secret values into a notepad or text app.
    The only time the Consumer Key and Consumer Secret values will be displayed is on the 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

 Creating a TBA Token

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

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

3. Select the Application Name - choose the Application Name you created for the Integration Record previously.

4. Select the User you enabled with Full Access.

5. Select Full Access for the Role.

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

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

For security reasons, the only time the Token ID and Token Secret values are displayed is on the 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.

You've now successfully generated and copied down the NetSuite token values needed in Emburse.

 

 

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