You can change your integration app's NetSuite connection from basic authentication to token-based authentication (TBA), either manual or automatic. Token-based authentication is more secure and is the recommended way to connect to NetSuite. First enable TBA and create a custom role in NetSuite, then update the connection using the manual or automatic method.
Step 1: Enable token-based authentication in NetSuite
- Sign in to NetSuite as an administrator.
- Go to Setup > Company > Enable Features.
- On the SuiteCloud subtab, under Manage Authentication, select TOKEN-BASED AUTHENTICATION.
- Select Save.
Step 2: Create a custom role for the integration app
Create your role by customizing (cloning) a locked Celigo role. Celigo eTail SmartConnectors and Celigo integrator.io Full Access w/o 2FA[Locked] are locked custom roles; when you clone one, you can add permissions to fit your requirements. These roles are available in Celigo integrator.io bundle 1.7.4.14 (bundle ID 20038) and later. Use only alphanumeric characters in custom role names.
| Integration apps | Role to customize |
|---|---|
| eCommerce: Amazon, Amazon MCF, BigCommerce, eBay, Magento 2, Shopify, Square, and Walmart | Celigo eTail SmartConnectors |
| High-tech: ADP, Salesforce (IO), Silicon Valley Bank, Vendor Payment Manager, and Zendesk | Celigo integrator.io Full Access w/o 2FA[Locked] |
| JIRA - NetSuite | Celigo JIRA connector |
| Cash Application Manager | Celigo CashApp Manager SmartConnector |
- In NetSuite, go to Setup > Users/Roles > Manage Roles.
- Next to the role for your integration app, select Customize.
- Enter a new name for the role, and save it.
Switch to token-based authentication (manual)
Assign the role to the NetSuite user
- Sign in to NetSuite as an administrator.
- Go to Setup > Users/Roles > Manage Users.
- Select the user who will use token-based authentication, and then select Edit.
- On the employee page, go to Access > Roles, enter your custom role, and select OK.
- Select Save.
Create an access token in NetSuite
- Go to Setup > Users/Roles > Access Tokens, and select New Access Token.
- In Application Name, select eTail Connectors (Token-Based Auth) for eCommerce apps or High Tech Connector (Token-Based Auth) for high-tech apps.
- In User, enter the employee name.
- In Role, select your custom role.
- Select Save. NetSuite generates the token ID and token secret.
Important: The token ID and token secret are displayed only once. Save them somewhere secure, such as a password manager, so you can reference them later.
Update the integration app connection
A NetSuite administrator with the required roles or permissions can update the connection.
- Sign in to integrator.io and open the integration app.
- Go to Connections.
- Next to the NetSuite connection, select Actions, and then select Edit Connection.
- In Authentication Type, select Token Based Auth (Manual).
- Enter the Token ID and Token Secret you saved. See Establish connections in integrator.io.
- Select the appropriate iClient. Without it, you get an invalid or missing consumerKey error.
- Select Test connection. When the connection works, you see the message "Your connection is working great! Nice Job."
- Select Save & close.
Switch to token-based authentication (automatic)
- In NetSuite, assign the custom role to the NetSuite user.
- Sign in to integrator.io and open the integration app.
- Go to Connections.
- Next to the NetSuite connection, select Actions, and then select Edit Connection.
- In Authentication Type, select Token Based Auth (Automatic).
- Select the appropriate iClient. Without it, you get an invalid or missing consumerKey error.
- Select Save & authorize. The NetSuite sign-in page opens.
- Enter your NetSuite credentials to authorize the connection.
Product-specific guides
For product-specific instructions, see the guide for your integration app:
- integrator.io
- eCommerce: Amazon - NetSuite, BigCommerce - NetSuite, eBay - NetSuite, Magento 1 - NetSuite, Magento 2 - NetSuite, Shopify - NetSuite, Square - NetSuite, and Walmart - NetSuite
- High-tech: ADP - NetSuite, Cash Application Manager, Jira - NetSuite, Salesforce - NetSuite, Vendor Payment Manager, and Zendesk - NetSuite