› Target system integrations › NetSuite › Configure NetSuite › Configure token-based authentication for NetSuite

Configure token-based authentication for NetSuite

NetSuite recommends switching from traditional authentication (email and password) to token-based authentication (TBA). TBA gives you the added benefit of not having to update the password in the Tungsten AP Essentials settings every time the password changes. Read more about TBA in NetSuite Help.

This procedure assumes you have:

To activate token-based authentication for the Tungsten AP Essentials integration with NetSuite:

  1. Navigate to Setup > Users/Roles > Manage Roles.
  2. Make a copy of the "Tungsten AP Essentials" role by selecting Edit, changing the name of the role to "Tungsten AP Essentials TBA", and selecting Save As.

    After you select the Save As button, you return to the list view, where you can find the original "Tungsten AP Essentials" role and the newly created copy, "Tungsten AP Essentials TBA".

  3. Select Edit to edit the Tungsten AP Essentials TBA role.
  4. At the bottom of the view, navigate to Permissions > Setup.

    • Add the Log in using Access Tokens permission and make sure the Level setting is set to Full.

    • Add the Accounting Lists permission with the Level setting set to View.

  5. If you use the Electronic Bank Payments bundle from NetSuite, navigate to Permissions > Custom Record and add these permissions:

    • Bank Details

    • Electronic Payments Logs

    • Electronic Payments Preference

  6. Save the role.

Assign the Tungsten AP Essentials TBA role to a NetSuite user and create an access token

Assign the role

  1. Navigate to Setup > Users/Roles > Manage Users.
  2. Select the user account you want to use and edit it.
  3. Select the Access tab.
  4. Use the box at the bottom of the Roles section to add the Tungsten AP Essentials TBA role and select Save.

Create an access token

  1. Navigate to Setup > Users/Roles > Access Tokens > New to create a NetSuite access token.
  2. Select Connector in the Application name box.
  3. Choose the user that you want to create the token for in the User box.
  4. Select Tungsten AP Essentials TBA as the Role.
  5. Specify a name for the token in the Token Name box and select Save.
  6. A confirmation screen displays the new token ID and token secret. Copy these values for use in the next step.
    For security reasons, this is the only time NetSuite displays the token ID and token secret. After you leave this page, they cannot be retrieved from the system. If you lose these credentials, you must reset them to obtain new values.
  7. In AP Essentials Admin Center, navigate to the target system settings and specify the token ID and token secret in the corresponding settings.

    Ensure that the Email and Password settings are empty.