Step 3 - Connecting the Admin Console

Step 3 - Connecting the Admin Console

Warning
When creating Access Tokens be sure to note the Role used by the employee in which the Access Tokens are created.  It is recommended that you create tokens for VERSITAL using the Administrator role, however, you can assign other roles to this token user if desired.  Please note that any role permission restrictions could cause errors and performance issues in the functionality of VERSITAL so be sure to review all permissions for the role being used and make sure they align with the records you are trying to access through VERSITAL.  For more information about creating Integration records and/or Access tokens please follow the Netsuite documentation.
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4393879073.html
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/bridgehead_4254081947.html
  1. After successfully installing the VERSITAL bundle you will need to connect your Netsuite environment with VERSITAL.  To do so first create and Integration record by navigating to Setup > Integrations > Manage Integrations > New.
    (It is recommended to complete this step using the Administrator role)


  2. On the new Integration record enter the name "VERSITAL" then check the Token-Based Authentication checkbox.

  3. Make sure to UNCHECK the TBA: Authorization Flow and Authorization Code Grant boxes.

  4. Once completed Save this record and copy the Consumer Key and Consumer Secret values
    Warning
    NOTE - you need to copy the Consumer Key and Consumer Secret values to use later.  Please copy + paste this values into a secure location to be used in the final step of the configuration.   Once you close this window these tokens cannot be retrieved.

  5. Next return to your dashboard and find the Settings portlet, then click Manage Access Tokens

  6. Click New My Access Token


  7. Select VERSITAL as the application (or whatever name you gave the Integration record above), then click Save

  8. Copy + Paste the Token ID and Token secret from the Access Token into the same secure location as the Consumer Keys above.


  9. Next go to Setup > Custom > VERSITAL Account Config


  10. Copy + Paste all four tokens you created in the steps above into the correct fields on the form, then click Submit

  11. You will get a Connection Successful response when your connection is established.  You can now close this window.



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