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Integrating Oracle NetSuite with Loop

Setting up Token-based Authentication for SuiteApp
LS
Loop Support
Updated 1 month ago
To seamlessly integrate your NetSuite account with LoopAI for automated Journal Entry (JE) submissions, you'll need to set up Token-Based Authentication (TBA). This process involves installing the LoopAI SuiteApp, creating an integration record, generating necessary tokens, and configuring the integration within the LoopAI platform.

Generating Details on the NetSuite Application

  • Token ID and Token Secret - from Access Tokens
  • Account ID - from Company Information

Step 1: Install The LoopAI SuiteApp

  1. Access SuiteApp Marketplace: Log in to your NetSuite account and navigate to SuiteApps > SuiteApp Marketplace.
  2. Search for LoopAI: In the search bar, type "LoopAI" and press Enter.
  3. Install the SuiteApp: Locate the LoopAI SuiteApp in the search results and click Install. Follow the on-screen prompts to complete the installation.

Step 2: Enable Token-Based Authentication In NetSuite

Before you can begin using TBA in your account, you must enable the feature.

  1. Navigate to Enable Features: Go to Setup > Company > Enable Features.
  2. Access SuiteCloud Subtab: Within the Enable Features page, click on the SuiteCloud subtab.
  3. Enable TBA: Scroll down to the Manage Authentication section and check the box for Token-Based Authentication. Click Save to apply the changes.

Step 3 : Create An Access Token

  1. Navigate to Setup > Users/Roles > Access Tokens > New 
  2. Create an access token and select Loop as the application name
  3. Select a user with a role capable of pushing journal entries. (If a new role creation is required you can follow steps 5 and 6 mentioned below)
  4. Click on "SAVE". The Token ID / Secret are displayed. 
  5. 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 4: Copy The Account ID:

Click Setup > Company > Company Information > Copy the Account ID.
Step 5: Create A New Role (if required for step 3)

  1. Click Setup > Users/Roles > Manage Roles > New. 
  2. Enter the role details
  3. Under Subsidiary Restrictions, select "All" for Accessible Subsidiaries.
  4. Under Authentication, select Web Services Only Role
  5. In the Permissions tab, select and grant full permission for the following items:
Transactions

Lists
Setup

Once the privileges are created, click "Save" and proceed.

Step 6: Assigning the Role to a User (if required for step 3)

It is recommended that you create a separate user for this purpose instead of assigning the role to an existing user.

  1. Click Lists > Employees > New.
  2. Enter the employee details and email address. (you can add any email you recieved from the Loop team to give access to the third third-party portal or your email ID)
  3. 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.
  4. Under Roles, select the role that you created above from the drop-down list and click Add
  5. 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

1. Log in to LoopAI: Use your username and password to log in to the Loop platform.


2. Navigate to Software integration: Navigate to Balance --> Journal Entry Automation --> Journal Settings  → Integrate Bookkeeping Software






3. Netsuite Integration: Click on the Netsuite logo within the Software Integrations section.

Input the following details and click "connect" to integrate your Netsuite with LoopAI::

  • Account ID: Enter the Account ID you retrieved earlier from Netsuite.
  • Company Name: A recognizable name for your company to help you identify the setup in the Loop Dashboard.
  • Access Token: Enter the Access token created and saved earlier
  • Token Secret: Enter the secret copied above


4. Map Locations

  • The wizard will automatically guide you to map locations. Alternatively, navigate to Balance > Journal Entry Automation > Journal Settings > Map Locations.
  • Select all the locations in Loop that you want to map to your connected Nesuite account. Note: Journal Entries will be generated for the mapped locations.
  • Map each location on Loop to the corresponding Location code in Netsuite from the drop-down list.
  • Once all locations are mapped, click Save Mapping to finalize the setup.

5. Configure Chart of Accounts & Subsidiary ID

  • To learn more about mapping your Chart of Accounts, refer to this guide.
  • You can configure the Subsidiary ID at the location level in Integration Settings under Journal Settings, then click "Save".

Need Assistance?

If you have any questions or require further assistance during the integration process, please reach out to us at support@tryloop.ai.
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