The API (Application Programming Interface) provides automated communication between connected systems.
To gather the credentials for NetSuite Token-based Authentication, follow these required steps in order:
When these steps are complete, you will have gathered the following required credentials:
1: Create an Integration Record
The Integration Record identifies the application in NetSuite’s system. Follow these steps to create the required Integration Record.
- In NetSuite, go to the Integrations page, or perform a global search for page:integrations.
- Create an Integration Record if none exists.
- After you create the record, retain the displayed Consumer Key and Consumer Secret.
- If the Integration Record already exists, but it doesn't have a Consumer Key and Consumer Secret: edit the Integration Record, then click Reset Credentials, and set them to:
- Name: Your-Application-Name
- Authentication: Token-Based Authentication
- State: Enabled
2: Enable Token Authentication
- In NetSuite, go to Setup > Company > Setup Tasks > Enable Features > SuiteCloud > Manage Authentication.
- Make sure Token Based Authentication is enabled.
- Click Save.
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.
- In NetSuite, perform a global search for page:role, then choose New Role.
- Click Permissions > Setup.
- Add the following permissions:
- User Access Tokens: Full
- Access Token Management: Full
- SOAP Web Services: Full
4: Add Token Management Permissions
- In NetSuite, perform a global search for page:employees.
- Edit your employee record.
- Go to Access > Roles, and add the token auth role you just created.
5: Create Access Tokens
- Perform a global search for page:tokens.
- Click New Access Token.
- Select the application and role you created earlier, then click Save.
- Retain the Token ID and Token secret.
You can also view a video guide of the above steps:
6: Account ID
- In NetSuite Admin, click Setup > Integration > Web Service Preferences.
- Retain the Account ID displayed under the Account ID heading.
7: Grant permissions to the Token Role
- In NetSuite, go to Setup > Setup Manager.
- On the left, click Users/Roles. Under User Management, click Manage Roles.
- Next to the Token role, click Edit.
- Under Permissions, grant Full permission for the following Transactions and Lists
(clicking ✓ Add after each one), if you will be using the associated transaction type:
Sales Orders
To enable Sales Orders transactions, grant Full permission to the Token Role for the following:
Transactions > Sales Order
Transactions > Item Fulfillment
Transactions > Fulfill Orders
Transactions > Find Transaction
Lists > Items
Lists > Locations
Lists > Customers
Purchase Orders
For Purchase Orders transactions, grant Full permission to the Token Role for the following permissions:
Transactions > Purchase Order
Transactions > Item Receipt
Transactions > Find Transaction
Lists > Items
Lists > Locations
Inventory Adjustment
For Inventory Adjustment transactions, grant Full permission to the Token Role for the following permissions:
Transactions > Adjust Inventory
Lists > Locations
Lists > Accounts
Saved Searches
8: Gather NetSuite Location ID (optional)
The Location ID is an optional parameter which is only used when Multi-Location Inventory feature is enabled.
There should be a single location to represent inventory in the third-party fulfillment center.
- From NetSuite Admin, click Setup > Company > Locations.
- Click View next to the location.
- Retain the numeric Location ID, displayed under the heading Internal ID.
Next: Enable API Access
Comments
Please sign in to leave a comment.