As of Release 2019.1 (scheduled for April 1, 2019) all NetSuite integrations must be compliant with their new Two-Factor Authentication (2FA) requirements for Admin and highly privileged roles. To make our integration compatible with 2FA requirements we’ve updated our authentication method to utilize Token-Based Authentication rather than the Inbound SSO method that was previously in use. Your account will stay connected with the Inbound SSO method until the integration is disconnected or NetSuite Release 2019.1 takes place, at which point you will be required to re-authenticate. In order to ensure that your integration between NetSuite and Act-On continues to function after NetSuite Release 2019.1, please set up Token-Based Authentication in NetSuite and re-authenticate to Act-On following the instructions in this document prior to April 1, 2019.
Note: This article covers the steps required in both NetSuite and Act-On to enable and integrate with NetSuite using Token-Based Authentication. For more information on setting up Token-Based Authentication in NetSuite, please see their documentation.
Setting up your Act-On Integration in NetSuite
- Log into your NetSuite account using an admin role
- Navigate to Setup > Company > Enable Features > SuiteCloud
- On the SuiteCloud tab, enable the following features in the SuiteScript, SuiteTalk and Manage Authentication sections:
- SuiteScript: Client SuiteScript, Server SuiteScript
- SuiteTalk: Web Services
- Manage Authentication: SuiteSignOn, Token-Based Authentication
- Click Save .
- Next, navigate to Setup > Integrations > Manage Integrations
- Select New to create an application for your Act-On integration
- Give your integration a descriptive name (e.g. ActOnTBA), select User Credentials and Token Based Authentication in the Authentication section and click Save
- Once the integration has been saved successfully a Consumer Key and Consumer Secret will be displayed
Generating Admin Credentials in NetSuite
- From an admin account, navigate to Home > Settings > Manage Access Tokens
- Click New My Access Token
- Select the application you just created (e.g. ActOnTBA) from the Application Name dropdown, the Token Name field will autopopulate
- Click Save
- The Token ID and Token Secret will be displayed and can be used, along with the Consumer Key and Consumer Secret from step 8, to authenticate to Act-On following the steps described in the Connecting to NetSuite from Act-On section below
Note: Keep the page with your Consumer Key and Consumer Secret open until you are ready to enter them into Act-On. If you navigate away from the screen, don't worry, you'll just need to generate those credentials again following the instructions from NetSuite.
Generating Non-Admin Credentials in NetSuite
We recommend connecting to NetSuite using an admin role. If you choose to do so using an integration role, please follow the steps below to ensure that the user has the proper authentication permissions.
- Log in to a NetSuite admin account and navigate to Setup > User Roles > Manage Roles
- Select the role you intend to use for your integration and click Edit button in their record
- Scroll down to the Access section and select Global Permissions
- Select User Access Tokens from the dropdown menu and click Add
- Click Save
- Log in to the account you've just enabled with User Access Token permissions
- Navigate to Home > Settings > Manage Access Tokens
- Click New My Access Token
- The Token ID and Token Secret will be displayed and can be used, along with the Consumer Key and Consumer Secret generated from an admin account to authenticate to NetSuite from Act-On following the steps below
Connecting to NetSuite from Act-On
- Click the Settings gear icon, choose Connectors
- Under CRM, choose NetSuite
- Enter the specified credentials in the login modal (see instructions above for generating credentials)
- Note on Account ID: Enter your company-wide NetSuite Account ID.
- The connection to NetSuite is now established.