Synch Profiles Steps:
- Fresh Desk
2. Netsuite
3. Additional Configuration
4. Field Mapping
5. Synch Scheduling
Setting up TBA(token-based authentication)
- Login via Administration
2. Navigate to Setup>Company>Enable Features
3. Under Suitecloud Tab under manage authentication, check (token-based authentication)
4. Click save, Now
5. Navigate to Setup>Integation>Manage Integration>New
6. Under Authentication
*Check the token-based authentication option
*Check TBA: issue token end-point
*uncheck TBA: Quthrisation Flow Callback URL and
*Authorisation code grant .
7. Copy client credentials as it will display till the page lasts.
8. Create a role or use existing roles
For Roles
9. Navigate to Setup>User/Roles>Manage Roles>New
10. Under permissions save mainly,
*User access token
*Web service permission
10. Navigate to Setup>User/Roles>Access Tokens>New
11. Select:
*Application Name
*User
*User
*Token Name
12. Now Copy Client Token ID and
*Client Token Secret.
Why TBA is preferred over username and password as authentication type?
Benefits:
- No password expiring issues
2. Can run five concurrent integrations at a time
3. It has 2-factor authentication usage.
