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Establishing Token-Based Authentication within NetSuite

Use these guidelines to establish communication with Oracle NetSuite, allowing access to retrieve specific information within your Oracle NetSuite account:

• Consumer Key

• Consumer Secret

• Token ID

• Token Secret

 

Step 1: Creating Consumer Key and Consumer Secret

After logging into your NetSuite account, navigate to Setup > Integration > Manage Integrations > New. Enter integration specifics and proceed as follows :

1.     Within Authentication, opt for Token-based Authentication.

2.     Save your settings. The Client Credentials will appear. Copy the Consumer Key/Client ID and Consumer Secret/Client Secret, ensuring to store this information in a document for future reference. Access to this data is unavailable once you leave this interface.

Step 2: Generating a New Role

Navigate to Setup > Users/Roles > Manage Roles > New. Input the role specifics and proceed as outlined below:

1.     In Subsidiary Restrictions, choose 'All' for Accessible Subsidiaries.

2.     In Authentication, opt for 'Web Services Only Role.

3.     Within the Permissions tab, choose and provide Full permissions for the following items:

Transactions

Transactions.png


Lists

Lists.png

Setup

Setup.png

Note:   Ensure 'Full' level for all privileges.Additional permissions can be granted based on specific needs; however, omitting any item from the list below might result in an error. After setting up the privileges, click Save to proceed

 

Step 3: Role Assignment to a User For better tracking and auditing, it's advisable to create a dedicated user rather than assigning this role to an existing one. Follow these steps:

  1. Navigate to Lists > Employees > New.
  2. Enter employee details, including the email address.
  3. Access the Access tab and choose 'Give Access.' You can either send a notification email with a password URL or opt for Manual Password Assignment, setting a password.
  4. In the Roles section, select the role created in Step 2 from the dropdown list and click Add.
  5. In Global Permissions, choose Access Token Management, SOAP Web Services, and Login using Access Token from the dropdown. Assign Full-level permission for these items and click Add.




 

Step 4: Generating an Access Token

  1. Go to Setup > Users/Roles > Access Tokens > New.
  2. Choose the Application name.
  3. Select the previously created User.
  4. Choose the role from Step 2.
  5. Save your settings. The Token ID / Secret will be shown. Copy and save the Token ID and Token Secret in a document for future reference. This information won't be accessible once you leave this screen. Storing this data in a plain text editor is recommended.

Step 5: Retrieving Account ID

  1. Navigate to Setup > Company > Company Information and copy the Account ID.









 

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