Version: eXtendFiles 1.8.9 and above

Overview

To create OAuth 2.0 Client Credentials (M2M) for eXtendFiles, you should use a dedicated integration user and a custom role based on the built-in eXtendFiles Server User role. This keeps permissions aligned with eXtendTech’s minimum requirements and makes it easier to manage long-term access.

Prerequisites

• You have NetSuite administrator access.
  
• You have an integration user set up (recommended). For best practices, see System or Integration User Best Practices.
  
• eXtendFiles is installed in your account.
  

Configuration

Step 1: Create a custom role (copy of eXtendFiles Server User)

1. Navigate to Setup → Users/Roles → Manage Roles.
   
2. Locate the built-in role named eXtendFiles Server User.
   
3. Click Customize (to create a copy).
   
4. In the Name field, add your company name as a prefix.
   
   • Example: Acme - eXtendFiles Server User
     
5. Add any additional permissions that are needed.
   
1. Example: If adding eXtendFiles functionality on record types in addition to the default install, grant the role access to those additional record types.
   
6. Click Save.
   

Step 2: Assign the custom role to your integration user

1. Navigate to Lists → Employees → Employees.
   
2. Open the integration user record.
   
3. Assign the new custom role (for example, Acme - eXtendFiles Server User).
   
4. Click Save.
   

Step 3: Generate OAuth 2.0 Client Credentials (M2M) using the custom role

Follow the steps in Creating OAuth 2.0 Client Credentials (M2M), using:

• Entity: your integration user
  
• Role: your custom role (company prefix + eXtendFiles Server User)
  
• Application (Integration Record): eXtendTech Files
  

After you save the mapping, NetSuite generates a Certificate ID. Keep this available for your eXtendFiles configuration.

Frequently Asked Questions (FAQs)