OAuth is a protocol that allows Natero to access resources of your Salesforce website without having to expose your user credentials. Instead of supplying a username and password, OAuth allows you to authorize the Natero application to access your Salesforce accounts and contacts via the Salesforce API.
NetSuite’s OAuth is very different from the standard oauth flow.
Here’s a guide to getting setup with token based authentication. Note that you must be using a SuiteTalk API versions greater than 2015.2.
1. Create a Integration Record
The integration record identifies the application in NetSuite’s system.
- Visit the integrations page or global search for page:integrations
- Create a new integration record for the Natero Integration if none exists. After you create the record you will need to save the consumer key and consumer secret to later provide to Natero.
- Name: Natero Integration
- Authentication: Token-Based Authentication
- State: Enabled
- If the integration record for the Natero Integration already exists, but you don’t have the consumer key and consumer secret, edit the record, then press “Reset Credentials”.
2. Enable Token Based Authentication
- Setup > Company > Setup Tasks > Enable Features > SuiteCloud > Manage Authentication
- Make sure “Token Based Authentication” is enabled
- If this feature is not enabled, you will not see the permissions required in the next step.
3. Create a Token Role
The administrator does not have token permissions by default. If you do not create a token role and assign it to your administrator, you will get a “Login access has been disabled for this role.” error when creating a token.
- Global search for page:role, then choose “New Role”
- Navigate to “Permissions > Setup” and add the following permissions:
- User Access Token: Full
- Access Token Management: Full
- Web Services: Full
4. Add Token Management Permissions
- Global search for page:employees
- Edit your employee record
- Navigate to “Access > Roles” and add the token auth role you just created
5. Create Access Tokens
- Global search for page: tokens
- New Access Token
- Select the application and role we created earlier, then press save.
- Save the token ID and token secret to be provided to Natero.
6. How to find your NetSuite account number
7. Provide Natero Credentials
- Go to "IT Administration" under "Settings".
- Go to "Manage Credentials".
- Add Source name as Netsuite 'Account'.
- Add Consumer key to Client ID/Username
- Add Consumer secret to API Key/Password
- Add TokenId, Token Secret, Account ID in Other section as comma(,) separated values
Once you've completed all steps, please contact us at email@example.com so that we can verify the provided credentials and begin setup of your Netsuite integration.