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Set up your NetSuite connection

Gogula R Bhavana
Updated

To connect the Square – NetSuite integration app to your NetSuite account, you must enable Token-Based Authentication (TBA) in NetSuite, create a dedicated integration role, assign a user to that role, generate access tokens, and enter those tokens in integrator.io. Complete these steps before running the installation wizard.

Prerequisites:

Step A: Enable Token-Based Authentication in NetSuite

  1. Sign in to NetSuite as an administrator.
  2. Go to Setup > Company > Enable Features.
  3. Select the SuiteCloud tab.
  4. Scroll down to the Manage Authentication section.
  5. Select the Token-Based Authentication checkbox.
  6. Select Save.

Step B: Create a custom NetSuite role

  1. Sign in to NetSuite as an administrator.
  2. Go to Setup > Users/Roles > Manage Roles.
  3. Select Customize next to the Celigo eTail SmartConnectors role.
  4. Enter a new name for the cloned role.
  5. Add any additional permissions your organization requires.
  6. Select Save.

Step C: Assign the role to a NetSuite user

  1. Sign in to NetSuite as an administrator.
  2. Go to Setup > Users/Roles > Manage Users.
  3. Select the user account that will be used to connect the Square – NetSuite integration app.
  4. On the user's record, select Edit.
  5. Go to Access > Roles.
  6. Select the role created in Step B.
  7. Select Save.

Step D: Generate NetSuite access tokens

  1. Sign in to NetSuite as an administrator.
  2. Go to Setup > Users/Roles > Access Tokens > New.
  3. In the Application Name dropdown, select eTail Connectors (Token-Based Auth).
  4. In the User field, select the user assigned in Step C.
  5. In the Role field, select the role created in Step B.
  6. The Token Name field populates automatically. Modify it if needed.
  7. Select Save.
  8. Copy the Token ID and Token Secret and save them in a secure location such as a password manager.

Note: The Token ID and Token Secret are displayed only once and cannot be retrieved again. If you lose them, you must repeat this step to generate new tokens.

Step E: Update the NetSuite connection in integrator.io

  1. Sign in to your integrator.io account as an Owner or Manager.
  2. Open the Square – NetSuite integration app tile.
  3. Select the Connections tab.
  4. Find the NetSuite connection and select the Editicon.
  5. Change Authentication Type to Token.
  6. Confirm that Environment and Account ID are correct.
  7. Enter the Token ID and Token Secret generated in Step D.
  8. In the iClient dropdown, select eTail NetSuite.
  9. Select Test to verify the connection.
  10. Select Save.

Next step

After setting up your NetSuite connection, install the integration app. See Install the Square – NetSuite integration app.