Version: Current eXtendTech SuiteApp versions that use OAuth 2.0 client credentials

Audience: Administrator

Overview

Use OAuth 2.0 Client Credentials (M2M) to connect supported eXtendTech SuiteApps to NetSuite.

Only create credentials when valid credentials don't already exist for the NetSuite account you're configuring, including Production, Sandbox, or Release Preview. If valid credentials already exist, don't create additional credentials or revoke the existing credentials.

⚠️ Contact support@extendtech.net before adding, updating, or revoking a certificate if you're unsure whether a change is required.

Which SuiteApps require credentials?

Create credentials only for the eXtendTech SuiteApps you use:

  • If you use one SuiteApp, create one mapping using that SuiteApp's role and integration record.
  • If you use multiple SuiteApps, create a separate mapping for each SuiteApp.

Use the SuiteApp configuration reference at the end of this page to select the correct role and integration record.

Prerequisites

Before you begin, confirm that you have the following:

  • Administrator access to NetSuite.
  • An employee record that always has access to NetSuite.
  • The appropriate eXtendTech role assigned to that employee.
  • The latest eXtendTech public certificate.

Enable OAuth 2.0 in NetSuite

  1. Go to Setup → Company → Enable Features.
  2. Select the SuiteCloud subtab.
  3. In the Manage Authentication section, enable OAuth 2.0 if it isn't already enabled.
  4. Save your changes.

Download the certificate

Prepare the SuiteApp role

eXtendTech provides a custom role for each SuiteApp that requires one. Each role includes the minimum permissions required for that SuiteApp.

We recommend that you copy the provided role, rename it using the format Your Company Name - SuiteApp Server User, and assign the copied role to the employee who will create the credentials. For example: Company Name - eXtendFiles Server User.

Configuration

Follow these steps for each eXtendTech SuiteApp you're configuring.

  1. Go to Setup → Integration → Manage Authentication → OAuth 2.0 Client Credentials (M2M) Setup.
  2. Select Create New.
  3. In the popup window, complete the following fields:
    • Entity: Select the employee who has the applicable eXtendTech role. This employee must always have access to NetSuite.
    • Application: Select the integration record for the SuiteApp you're configuring.
    • Role: Select the role for the SuiteApp you're configuring.
    • Certificate: Upload the eXtendTech public certificate you downloaded.
  4. Save the mapping.
  5. Copy the generated Certificate ID and save it for the applicable eXtendTech SuiteApp setup page.
  6. If you use another supported eXtendTech SuiteApp, repeat these steps using that SuiteApp's role and integration record.

For more information, see NetSuite SuiteAnswers Article ID 101101. You must sign in to SuiteAnswers to view the article.

SuiteApp configuration reference

Use the row for the SuiteApp you're configuring.

SuiteApp
Role
Integration record
eXtendASI/ESP DE
eXtendASI Server User
eXtendASI Order
eXtendFiles
eXtendFiles Server User
eXtendTech Files
eXtendFrame
eXtendFn Server User
eXtendFrame Functions
eXtendMobile
eXtendMobile Server User
eXtendMobile

Frequently Asked Questions (FAQs)

Q: Do I need to create credentials for every eXtendTech SuiteApp?
A: No. Create credentials only for the SuiteApps you use. Create a separate mapping for each applicable SuiteApp.

Q: What should I do if valid credentials already exist?
A: Continue using the existing credentials. Don't create additional credentials or revoke the existing credentials.

Q: Which employee should I select as the entity?
A: Select the employee who has the applicable eXtendTech role and will always have access to NetSuite. System or Integration User Best Practices.

Q: Where do I use the Certificate ID?
A: Enter it on the applicable eXtendTech SuiteApp setup page.

Q: What should I do if I'm unsure whether the certificate needs to be changed
A: Contact support@extendtech.net before adding, updating, or revoking a certificate.