Netsuite Authentication

Netsuite needs to be configured in a particular way in order to connect to Pento, where specific access tokens are required. 

To complete these steps you will need to login to Netsuite as an Administrator.

Creating access tokens

1. Enable Token Based Authentication and Web Services

If you have other integrations configured, then this might already be switched on.

• Go to Setup > Company > Enable Features
• Go to the "SuiteCould" tab
  
• In the SuiteTalk (Web Services) section, enable Soap Web Services and Rest Web Services
  
• In the Manage Authentication section, enable Token-based Authentication
  
• Accept the terms
• Save

2. Generate API Tokens

• Go to Setup > Integration > Manage integrations > New
  
• Choose an integration name (e.g. Pento Integration or similar)
• Set State to enabled
• Enable Token-based Authentication
• Enable Rest Web Services
  
• Press Save. Once saved, you will see the Consumer Key and the Consumer Secret. Please copy these and send them to Pento (preferably not as a screenshot).
  

3. Create a new role in Netsuite with appropriate permissions

• Go to Setup > Users/Roles > Manage Roles > New
  
• Give your new role a name which will identify it as related to the Pento integration
• Configure the screen following the screenshot below
• Make sure you give the role access to the relevant subsidiaries that you expect to be reported from Pento
  

Assign Permissions

• Add ‘Make Journal Entry’ as a permission within the Transactions tab with Full access.
  
• Within the Lists tab assign the following permissions:
  
• Within the Setup tab assign the following permissions:
  
• Save

4. Create Access Tokens

To create the access token you need to assign the role you created in Step 1 to a User.

• Go to Setup > User/Roles > Manage Roles
• Edit the user you are logged in as
• Under Access tab add the role you created in Step 1
  
• Go to Setup > User/Roles > Access Tokens > New
  
• Enter a name for the token, select your user, the role created in Step 1 and click Save
  
• On the next page you will see a Token ID and Token Secret. Please copy these and send them to Pento (preferably not as a screenshot).

This should mean Netsuite is configured and ready to integrate with Pento. You can return to Step 2 in our Netsuite Integration article to continue the process of enabling the integration.