Set up a manual token-based auth connection to NetSuite

NetSuite Steps
A. Enable your NetSuite account with Token-Based Auth (TBA)

1. Log into NetSuite as an Administrator.
2. Go to Setup > Company > Enable Features.
3. Click SuiteCloud subtab.
4. Scroll down to Manage Authentication section.
5. Check the TOKEN-BASED AUTHENTICATION checkbox.
6. Save your changes.

B. Create custom NetSuite Role

1. Log into NetSuite as an Administrator.
2. Go to Setup > Users/Roles > Manage Roles.
3. Click Customize beside the Celigo integrator.io Full Access Role w/o 2FA [Locked] role.
4. Clone the role by creating a new name for the role. Add other permissions as needed.
5. Click Save.

C. Select NetSuite User and assign Role

Select the NetSuite user account that will be used to connect your Square SmartConnector.

1. Log into NetSuite as an Administrator.
2. Go to Setup > Users/Roles > Manage Users.
3. On Manage Users page, click on the user that you wish to connect your Square
   SmartConnector.
4. On that user’s Employee page, select Edit.
5. Go to Access > Roles.
6. Select the role that was created in the prior Step B.
7. Click Save. The Confirmation message appears.

D. Generate NetSuite Access Tokens

1. Log into NetSuite as an Administrator.
2. Go to Setup > Users/Roles > Access Tokens > New
3. In the APPLICATION NAME drop-down box, select:
4. integrator.io
5. In the USER drop-down list box, type in the NetSuite user that you designated for the
6. Celigo integration in the prior Section B or else Search for the user.
7. In the ROLE drop-down list box, select the role that was assigned to the user.
8. The TOKEN NAME populates automatically. Modify the name as needed.
9. Click Save.
10. Token ID & Token Secret will be displayed. Save the tokens in a place where you can
11. copy it into your Celigo connection as described in the next section.

Celigo Steps

A. Set up a NetSuite connection

Start establishing a connection to NetSuite in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination/lookup.

In the resulting Application list, select NetSuite.

The Create connection pane opens with required and advanced settings.

B. Describe your NetSuite connection

First, name your connection in the General settings:

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Application (required, non-editable): A reminder of the app you’re editing. 

C. Supply required NetSuite account information

At this point, you’re presented with options for providing NetSuite authentication.

Authentication type (required): Select Token Based Auth (Manual).

Environment (required): Enter the NetSuite environment that you want to connect with a production, sandbox, or beta environment. Sandbox NetSuite accounts must be provisioned by NetSuite, and beta environments are typically available only in the weeks prior to a NetSuite upgrade.

Account ID (optional): Enter your account ID.

Token ID and Token secret we generated above

Then Save