Creating an integration record for NetSuite

You must create an integration record in NetSuite, so NetSuite can identify Kofax AP Essentials in the NetSuite system.

Make sure you install the Kofax AP Essentials bundle before you perform these steps.

To create an integration record in NetSuite:

  1. Optionally enable token-based authentication in NetSuite by navigating to Setup > Company > Enable Features > SuiteCloud > Manage Authentication and select Enable Token Based Authentication.
  2. In NetSuite, navigate to Setup > Integration > Manage Integrations > New.
  3. In the view that appears, specify "Kofax AP Essentials Connector" as the integration name.
  4. Choose an authentication method.

    • USER CREDENTIALS - If you choose password-based authentication, you must update the password settings in Kofax AP Essentials whenever the password changes in NetSuite.

    • TOKEN-BASED AUTHENTICATION (TBA) - NetSuite recommends that you use token-based authentication.

  5. Click Save.

    The integration record is created. Copy the APPLICATION ID, CONSUMER KEY and CONSUMER SECRET for use in the next step.

    For security reasons, this is the only time NetSuite displays the consumer key and consumer 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.
  6. In AP Essentials Admin Center, navigate to the target system settings and specify the application ID, consumer key and consumer secret in the corresponding settings.