Access Token for NetSuite

Configure an access token to connect to NetSuite.

Figure: NetSuite Access Token Configuration screen

NetSuite Access Token Configuration screen

Background and Setup

Good to Know

  • In most cases, you can use a global access token or an application level access token:
    • Global access tokens are shared across all users and applications. If you want all process designers and form users in your AgilePoint NX tenant to be able to connect to an external data source, use a global access token. An example is a SharePoint site on an intranet that all employees in a company can access.
    • Application level access tokens are shared with all processes in a process-based app, or restricted to use within a form-based app. Use application level access tokens if only process designers or form users for a particular application should access an external system — for example, a Google Drive account that is only used to share files within a small team.
  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

Fields

Field Name Definition

Token Name

Function:
Specifies the unique name for your connection to NetSuite.
Accepted Values:
A text string that can have letters, numbers, and spaces
Default Value:
None

Description

Function:
A description for your access token.
Accepted Values:
More than one line of text.
Default Value:
None
Example:
Refer to:

Environment

Function:
Specifies if your environment is for development or production.
Accepted Values:
  • Production - The environment uses to contain the production data.
  • Sandbox - The environment uses to create and test your applications.
Default Value:
Production

User Name

Function:
Specifies the user name for NetSuite authentication.
To Open this Field:
  1. On the NetSuite Access Token screen, click User Credentials.
Accepted Values:
The user name for your NetSuite environment.
Default Value:
None
Accepts Process Data Variables:
No

Password

Function:
The password for the authentication account.
To Open this Field:
  1. On the NetSuite Access Token screen, click User Credentials.
Accepted Values:
An alphanumeric string that represents a password.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Account ID

Function:
Specifies an account ID from NetSuite.

For more information, refer to How Do I Find My NetSuite Account ID?.

To Open this Field:
  1. On the NetSuite Access Token screen, click User Credentials or Token Based Authentication.
Accepted Values:
An alphanumeric string with no spaces.
Default Value:
None
Example:
KMDTSU1590549
Limitations:

Role ID

Function:
Specifies the role ID from NetSuite.
To Open this Field:
  1. On the NetSuite Access Token screen, click User Credentials.
Accepted Values:
An integer.
Default Value:
None
Accepts Process Data Variables:
No
Limitations:

This field is available in these releases:

Application ID

Function:
Specifies an application ID from NetSuite.
To Open this Field:
  1. On the NetSuite Access Token screen, click User Credentials.
Accepted Values:
An alphanumeric string with no spaces or special characters.

from NetSuite.

Default Value:
None
Example:
2B5K28DM-L349-4641-5N77-947FB7062853

Consumer Key

Function:
Specifies the Consumer Key of the app you created or added in NetSuite.
To Open this Field:
  1. On the NetSuite Access Token screen, click Token Based Authentication.
Accepted Values:
A consumer key from NetSuite.
Default Value:
None
Limitations:

This field is available in these releases:

Consumer Secret

Function:
Specifies the Consumer Secret of the app you created or added in NetSuite.
To Open this Field:
  1. On the NetSuite Access Token screen, click Token Based Authentication.
Accepted Values:
A consumer secret from NetSuite.
Default Value:
None
Limitations:

This field is available in these releases:

Token ID

Function:
Specifies the Token ID of the app you created or added in NetSuite.
To Open this Field:
  1. On the NetSuite Access Token screen, click Token Based Authentication.
Accepted Values:
A token ID from NetSuite.
Default Value:
None
Limitations:

This field is available in these releases:

Token Secret

Function:
Specifies the token secret of the app you created or added in NetSuite.
To Open this Field:
  1. On the NetSuite Access Token screen, click Token Based Authentication.
Accepted Values:
A token secret from NetSuite.
Default Value:
None
Limitations:

This field is available in these releases:

Test Connection

Function:
Makes sure the specified NetSuite account is correct.

Encrypt

Function:
Stores the access token in the AgilePoint database as encrypted data.
Note: AgilePoint recommends you to store this access token in the database in encrypted format.
Accepted Values:
  • Deselected - The access token is in plain text in the database.
  • Selected - The access token is encrypted in the database.
Default Value:
Selected

Get Your Credentials in NetSuite

To find NetSuite account ID, do the procedure in this topic.

Figure: Web Services Preferences screen

Web Services Preferences screen

Prerequisites

  • A NetSuite account.

Good to Know

How to Start

  1. Sign in to NetSuite account.

Procedure

  1. Click Setup > Integration > Web Services Preferences.