This guide gives instructions on authentication a Netsuite SuiteAnalytics or a Netsuite (Token Based Authentication) in Savant.
Prerequisites
NetSuite administrative account
Netsuite SuiteAnalytics Setup
Enable the Connect Service feature
Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.
Go to Setup
Navigate to Setup > Company > Enable Features.
Enable SuiteAnalytics Connect
Click the Analytics tab.
Check the SuiteAnalytics Connect box.
Note: If you do not see this feature, it has not been provisioned for your account. Contact NetSuite Customer Support or your Account Manager for assistance.
Provide the following details to create a system for the NetSuite SuiteAnalytics connector:
Account Id: The Account Id of the SuiteAnalytics application.
Role: The Role ID of the user.
Username: The username for the SuiteAnalytics user account.
Password: The password of the SuiteAnalytics user account.]
Netsuite Connector Setup
Create and Assign a Token Directly in the NetSuite UI
This method allows bypassing the normal steps for generating an OAuth Access Token and provides more direct control over access. Note that it requires manual steps in the UI each time.
Enable Token-Based Authentication
In NetSuite, log in as an administrator and navigate to Setup > Company > Enable Features > SuiteCloud > Manage Authentication.
Ensure Token-Based Authentication and TBA: Authorization Flow are checked.
Save changes.
Create a New Integration
Navigate to Setup > Integration > Manage Integrations.
Create a new integration and select Token-Based Authentication.
When the integration is created, note down the Consumer Key and Consumer Secret as they map directly to the OAuthClientId and OAuthClientSecret connection properties.
Create a Token Role
Navigate to Setup > User/Roles > Manage Roles and either create a new role or edit an existing role.
Under Permissions > Setup, ensure the role has User Access Token: Full, Access Token Management: Full, and Web Services: Full permissions.
Assign the Role to a User
Navigate to Lists > Employees > Employees.
Select an employee to edit and add the new token role under Access > Roles.
Create an Access Token
Navigate to Setup > User/Roles > Access Tokens and create a new access token.
Select the application name as the integration created earlier, and choose the same user and role that were updated in the previous steps.
After creating the access token, note down the Token Id and Token Secret as they map directly to the OAuthAccessToken and OAuthAccessTokenSecret.
Details Required for Creating a System in Savant
Account Id: The account id of the NetSuite account.
Client Id: The Consumer Key displayed when the application was created.
Client Secret: The Consumer Secret displayed when the application was created.
Access Token: The Token Id when the access token was created.
Access Token Secret: The Token Secret when the access token was created.
