Journyx ALNS Connection to NetSuite - Tasks to be performed by the customer

Token-Based Authentication (TBA) is one of the security policies supported by Oracle NetSuite adapter.

The following items are required to make a successful connection to NetSuite. Please provide these to Journyx:

  • Consumer Key
  • Consumer Secret
  • Application ID
  • Role ID
  • Username of user associated with the Access Token
  • Password of user associated with the Access Token
  • Token ID
  • Token Secret
  • Account ID

 

Please follow the below steps to retrieve the required items:

  1. Enable Token-Based Authentication
    1. Navigate to Setup > Company > Enable Features > SuiteCloud
    2. Check the Token-Based Authentication Box and click I Agree to the Terms of Service
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  2. Create an Integration Record
    1. Navigate to Setup > Integration > Manage Integrations > New
    2. Ensure the following:
      1. Enter the name of the integration
      2. State is Enabled
      3. Token-Based Authentication is checked
      4. TBA: Authorization Flow is unchecked
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      5. Click SAVE
      6. Once saved, please take note of the Consumer Key, the Consumer Secret, and the Application ID
         
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  3. Create a Role
    1. Navigate to Setup > User/Roles > Manage Roles > New
    2. Create a new role
    3. Provide permission and Full level access to every object that you wish to sync over as part of this integration
    4. The below permissions are required (if ‘Log in using OAUTH 2.0 Access Tokens' is not listed, that is ok):
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    5. These are recommended examples of permissions for objects that you may want to sync over:
    6. Please take note of the Role ID  that was created as this will need to be provided to Journyx
  4. Create a TEST user for this integration and assign the role created in Step 3
    1. Create a new user or use an existing user **The username and password for this user MUST be provided to Journyx to establish the connection to your Netsuite environment**
    2. Assign the previously created role to the TEST user

  5. Create an Access Token for the Integration Record, User, and Role
    1. Navigate to Setup > User/Roles > Access Tokens > New
    2. Create an Access Token using the Integration Record from Step 2, the Role from Step 3, and the TEST User from Step 4
    3. Click SAVE
    4. Once saved, please take note of the Token ID and Token Secret
       
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  6. Retrieve the Account ID
    1. Navigate to Setup > Company > Company Information
    2. Locate the Account ID and provide to Journyx
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