Netsuite Setup for Volopay - Token Based Authentication (TBA)
Step 1: Enable the required SuiteScript features and Authentication
Enable the following features:
Under Setup > Company > Setup Tasks > Enable Features navigate to the SuiteCloud subtab. Enable the required features:
SuiteScripts
Client SuiteScript
Server SuiteScript
Manage Authentication
Token Based Authentication
OAUTH 2.0
Step 2: Create and set up a role for the user based on the required permissions.
You can either create a new role OR setup an existing role with the following permissions.
Creating a new Role
Under Setup > Users/Roles> Manage Role > New, create a role with the following permissions.
Enter a name for your role. Eg. Volopay Suiterole
Under Permissions > Transactions add the following permissions.
Permission | Level |
Deposit | Full |
Journal Approval | Full |
Make Journal Entry | Edit |
Bills | Full |
Expense Report | Full |
Invoice | Full |
Invoice Approval | Full |
Pay Bills | Full |
Vendor Bill Approval | Full |
Vendor Payment Approval | Full |
Under Permissions > Lists add the following permissions.
Permission | Level |
Accounts | Full |
Countries | View |
Currency | View |
Departments | View |
Documents and Files | Full |
Subsidiaries | View |
Tax Records | View |
Vendors | Full |
Employee Record | View |
Expense Categories | View |
Employees | View |
Under Permissions > Setup add the following permissions.
Permission | Level |
Access Token Management | Full |
User Access Tokens | Full |
Click on Save
Assign this role to the User
Under Setup > Users/Roles > Manage User select your user and navigate to the Access tab.
Assign the role you just created to this user by clicking on add
Click on Save.
Step 3: Creating the Integration Record - the application for Token Based Authentication – this is how you will retrieve the Consumer Key and Consumer Secret
Very Important! At the end of this step, you must save the values for Consumer Key and Consumer Secret. You will not be able to retrieve them once you leave the confirmation screen. If you do not save these values, you will need to repeat Step 3 again.
Before connecting with a token, an integration record is required for authentication. A new integration record should be used and can be created by navigating to Setup > Integrations > Manage Integrations > New.
The name field should be filled in along with ensuring that the ‘TOKEN-BASED AUTHENTICATION (TBA)’ checkbox is checked. You can uncheck 'USER CREDENTIALS' if you want users to authenticate only using tokens. You may name the integration whatever you wish, such as "Volopay Integration" or "Volopay App".
Upon saving you will be given a Consumer Key / Consumer Secret.
Note: Save these values for Consumer Key and Consumer Secret. You will not be able to retrieve them once you leave this screen. If you do not save these values, you will need to repeat Step 3 again.
Step 4: Creating the Token
Very Important! At the end of this step, you must save the values for Token ID and Token Secret. You will not be able to retrieve them once you leave the confirmation screen. If you do not save these values, you will need to repeat Step 4 again.
Under Setup > Manage > Access Tokens > New, you can create an Access Token
Enter Integration name
Enter Employee
Enter the above role
Click on Save
Note: Save these values for Token ID and Token Secret. You will not be able to retrieve them once you leave this screen. If you do not save these values, you will need to repeat Step 4 again.
Step 5: Fetching your Account ID
You can find your Account ID under Setup > Company > Company Information.
Step 6: Setting up the connection
Reach out to us through your Account Manager or [email protected] to help set up the connection and generate an External URL.
Finally:
After the above steps, you should have the following details.
Account ID
Consumer Key
Consumer Secret
Token ID
Token Secret
External URL
Login to Volopay and navigate to Accounting > Integrations and Select ‘Connect to Netsuite’
Enter the required keys and details and click on ‘Connect’.
Once the connection is successful, choose your Netsuite subsidiary and click on Continue.
Sync your Chart of Accounts, Tax Codes and Tracking Categories.
Select default Credit bank account.
You are all set!
"Please note that there may be updates on this topic from the time of publishing. We recommend reaching out to your account manager, or drop us a chat message, to clarify your concerns. Thank you!"
Feel free to reach us at [email protected] anytime for any assistance in this process.