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Configure your NetSuite account for Vendor Payment Manager

Rameez Zari
Updated

Before you can run Vendor Payment Manager, you need to configure your NetSuite account to support Token-Based Authentication. This involves enabling Token-Based Authentication, creating a custom role, assigning that role to a NetSuite user, and generating access tokens. Complete these steps once before installing the integration app.

Token-based authentication (TBA) is required for Vendor Payment Manager to connect securely to your NetSuite account. These steps are performed in NetSuite by a NetSuite administrator.

For the full installation sequence, see Install the Vendor Payment Manager integration app.

Enable Token-Based Authentication in NetSuite

  1. Sign in to your NetSuite account as an administrator.
  2. Go to Setup > Company > Enable Features.
  3. Select the SuiteCloud tab.
  4. In the Manage Authentication section, select the TOKEN-BASED AUTHENTICATION checkbox.
  5. Select Save.

Create a custom role

Vendor Payment Manager requires a role with the correct permissions to access NetSuite data. You create the role by cloning an existing Celigo role and adjusting its permissions.

  1. In NetSuite, go to Setup > Users/Roles > Manage Roles.
  2. Next to the Celigo eTail SmartConnectors role, select Customize.
  3. In the Name field, enter a new name to distinguish this cloned role from the original.
  4. On the Permissions tab, adjust the permissions to match your business requirements.
  5. Select Save.

Assign the role to a NetSuite user

Select the NetSuite user account that Vendor Payment Manager will use to connect to NetSuite, and assign the role you created.

  1. In NetSuite, go to Setup > Users/Roles > Manage Users.
  2. Select the user account that will be used by Vendor Payment Manager.
  3. Select Edit.
  4. Go to the Access tab, then select the Roles sub-tab.
  5. Add the role you created in Create a custom role.
  6. Select Save.

Generate NetSuite access tokens

  1. In NetSuite, go to Setup > Users/Roles > Access Tokens > New.
  2. In the Application Name dropdown, select eTail Connectors (Token-Based Auth).
  3. In the User dropdown, select the user you configured in Assign the role to a NetSuite user.
  4. In the Role dropdown, select the role you assigned to that user.
  5. The Token Name field populates automatically. Edit it if needed.
  6. Select Save.

Your Token ID and Token Secret are displayed. Copy both values and store them somewhere secure. You'll need them when configuring the NetSuite connection in integrator.io.

Note: Your Token ID and Token Secret are displayed only once. They cannot be retrieved after you leave this page.

Next steps

Return to Install the Vendor Payment Manager integration app to complete the setup wizard.