NetSuite Token-Based Authentication

FarApp provides two different authentication methods to allow integration with your NetSuite account. FarApp and NetSuite recommend using the token-based authentication (TBA) method. This method is the most secure, easiest to maintain and most stable. It also reduces the likelihood of timeout and credential errors.

This article provides instructions for updating your NetSuite account and FarApp integration to use the token-based authentication method.

 

NetSuite Setup

How to Verify You Have the FarApp Integration Record Installed

  1. Log in to NetSuite.
  2. Navigate to Setup >Integration >Manage Integration.
  3. There you should see a record called FarApp if you're using the "FarApp" self-titled bundle. If you don't have the bundle installed, please install the FarApp Token-Based Authentication bundle using the following steps:
    1. Make sure you are logged in to NetSuite as an admin user.
    2. Go to Customization > SuiteBundler > Search & Install Bundles.
    3. Enter FarApp in the KEYWORDS box and click Search.
    4. Find the result named FarApp Token-Based Authentication and click on the name.
    5. Click Install. It may take a little time but this will install the bundle.

How to Verify Your NetSuite Account has Token-Based Authentication Enabled

  1. Log in to NetSuite.
  2. Navigate to Setup > Users/Roles > Access Tokens
    1. If you do not have Access Tokens, you have to enable this feature in NetSuite.
    2. Navigate to Setup > Company > Enable Features > SuiteCloud tab.
    3. Under Manage Authentication, enable Token-Based Authentication.

Creating Your NetSuite Token Authentication Credentials

FarApp will require token authentication credentials from NetSuite. You will generate four values in NetSuite for this. It may help to temporarily copy them to a word document so that you can copy them into FarApp later. The two values you will generate are:

  • Token ID
  • Token Secret

Assigning the Token-Based Authentication Role

In NetSuite, you'll need to grant a user the token-based authentication role:

  1. Navigate to Setup > Users/Roles > Manage Users.
  2. Assign an existing user to the token-based authentication role or create a new user and assign it to the token-based authentication role. 
    1. Selecting an existing user will take you to the user's Employee Record, where you'll click the Edit button.
    2. Create a new user for this by creating a new Employee record at Lists > Employees > Employees > New. Grant the new user NetSuite access (in the Employee Record, navigate to the Access tab and check the box for 'Give Access').
    3. Once the new employee is created, continue to step 3 while in the new User record.
  3. On the Employee record edit screen, navigate to the Access subtab.
  4. In the Role field, select the role Full Access.
  5. Click Add.
  6. Click Save.

Generating Your TBA Token

  1. In NetSuite, navigate to Setup > Users/Roles > Access Tokens > New.
  2. On the Access Tokens page, click New Access Token.
  3. On the Access Token page:
    1. Select the Application Name - choose the Application Name you created in Step 2 in the previous section.
    2. Select the User you enabled with Full Access.
    3. Select the Role - "Full Access".
    4. The Token Name is already populated by default with a concatenation of Application Name, User, and Role. You can enter your own name for this token if desired.
  4. Click Save.
    • The confirmation page displays the Token ID and Token Secret. Copy the Token ID and Token Secret values for later use.
    • Warning: This is the only time the Token ID and Token Secret values will be displayed. After you leave this page, these values cannot be retrieved from the system. If you lose or forget these credentials, you will need to repeat this section to obtain new values.

 

FarApp Setup

  1. Log in to FarApp at https://app.farapp.com/dashboard.
  2. Click Edit beside your NetSuite connector. That will take you to https://app.farapp.com/storefronts/NetSuite/edit.
  3. Check the box next to Use Token-Based Authentication.
  4. Enter your Token ID and Token Secret into the corresponding fields.
  5. Click Save.
  6. Click Test Connection to confirm that FarApp is able to access your NetSuite account using the tokens you have provided.

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