- Access token and token secret - from access tokens
- Consumer token and consumer secret - from integration with TBA enabled
- Account ID
Generating Details on the NetSuite Application
Step 1: Generating Consumer Key / Consumer Secret
1. In NetSuite, go to Setup > Integration > Manage Integrations > New.
2. In the Name field, enter a name for this integration e.g. Loop Integration
3. On the Authentication tab, make sure the Token-based Authentication box is checked.
4. Make any other necessary changes, and save the integration to generate the consumer key and consumer secret.
5. Save the consumer key and consumer secret.
Pls note: You cannot retrieve the info once you navigate away from the page (you will have to repeat the steps). So ensure you have copied the keys before proceeding.
Step 2: Create an access token
1. Navigate to Setup > Users/Roles > Access Tokens > New
2. Create an access token and select a role capable of pushing journal entries. (If a new role creation with required you can follow steps 4 and 5 mentioned below)
3. Click on save. The Token ID / Secret are displayed. Copy the Token ID and Token Secret and save it as you can not access this information once you exit this screen.
Pls note: You cannot retrieve the info once you navigate away from the page (you will have to repeat the steps). So ensure you have copied the keys before proceeding.
Step 3: Copy the account id:
1. Click Setup > Company > Company Information > Copy the Account ID.
- Click Setup > Users/Roles > Manage Roles > New. Enter the role details
- Under Subsidiary Restrictions, select All for Accessible Subsidiaries.
- Under Authentication, select Web Services Only Role
- In the Permissions tab, select and grant Full permission for the following items:
Transactions
Lists
Setup
Setup
Once the privileges are created, click Save and proceed.
Step 5: Assigning the Role to a User (if required for step 2)
It is recommended that you create a separate user for this purpose instead of assigning the role to an existing user.
- Click Lists > Employees > New.
- Enter the employee details and email address. (you can add any email you have from loop if required or your email id)
- Click the Access tab and select Give Access. You can either send a notification email with a password URL or enable Manually Assign or Change Password and specify a password.
- Under Roles, select the role that you created above from the drop-down list and click Add
- Under Global Permissions, select Access Token Management, SOAP Web Services, and Login using Access Token from the drop-down list. Provide Full-level permission for these items and click Add.
Completing the Setup in the Loop Dashboard
Step 1: Login to LoopAI: Login to the Loop using your username and password
Step 2: Navigate to Software integration: Click on "Bookkeeping" select "Software integration" and click on "Integrate Bookkeeping Software" on top right
Netsuite Integration: Click on the NetSuite logo and click on "Do you have the consumer key and secret too?"
Complete the setup: Enter the details generated from the above-mentioned steps and click on connect. You can keep the company name as you desire here to help you identify the setup in the Loop Dashboard
Map Locations: Click on Edit locations and select all the locations you want to map to the connected NetSuite account, and map the Location code as per NetSuite for each selection location from the drop-down and click on Save Mapping to finalise the setup.
If you encounter any issues or have further questions, please feel free to contact us at support@tryloop.ai