Version: All
Audience: Administrator

Prerequisites

Ensure the Token-based Authentication feature is enabled in your NetSuite account.

  1. Go to Setup → Company → Enable Features.
  2. Select the SuiteCloud subtab.
  3. In the Manage Authentication field group, confirm that Token-based authentication is enabled.
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Custom Roles

eXtendTech provides a custom role for bundles that require one. This role is configured with the minimum permissions required to run the features of the bundle.

We recommend creating a copy of this bundled role, using the format "YOUR COMPANY NAME - eXtendTech Bundle Role", and assigning this role to the user who will be creating access tokens.

Example: Company ABC - eXtendFiles Server User.

Bundle Name
Included Role
 eXtendASI/ESP DE
 eXtendASI Server User
 eXtendFiles
 eXtendFiles Server User
 eXtendFloor
 eXtendFloor Server User
 eXtendFloorXL
 eXtendFloorXL Server User
 eXtendPS-SE
 eXtendPS-SE Server User
 eXtendRFQ
 eXtendTech Vendor RFQ
 eXtendWebApprovals
 eXtendWebApprovals Server User
 eXtendMobile
 eXtendMobile Server User
 eXtendPresentation
 eXtendPresentation Server User

Integration Records for Applications to Use Token-Based Authentication

Each eXtendTech bundle that requires access tokens will include an integration record to be used during access token generation.

 Bundle Name
 Integration Name
 eXtendFiles
 eXtendTech Files
 eXtendFloor
 eXtendFloor
 eXtendFloorXL
 eXtendFloorXL
 eXtendPS-SE
 eXtendTech Promo Standards API
 eXtendRFQ
 eXtendTech Vendor RFQ
 eXtendWebApprovals
 eXtendTech WebApprovals
 eXtendMobile
 eXtendMobile
 eXtendPresentation
 eXtendPresentation
 eXtendNS2NS
 eXtendNS2NS

Access Token Generation

  1. Assign the appropriate token-based authentication role to the user who will be used for access token generation.
  2. Create a new access token for the eXtendTech app/integration name which is being configured.
    1. See NetSuite’s SuiteAnswers Article ID 41898* for information on enabling Token Based Authentication.
    2. See NetSuite's SuiteAnswersArticle ID 41902* for steps to create a new Access Token.
* You must log in to NetSuite's SuiteAnswers to access the links above.