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Setting up Token-based Authentication for SuiteApp

Follow these steps to authenticate Loop to integrate with Oracle NetSuite
LS
Loop Support
Updated 2 weeks ago
You must set up token-based authentication (TBA) for Loop to enable NetSuite integration for automated JE push. To complete the setup, we need the following details:

  1. Token ID and Token Secret - from Access Tokens
  2. Account ID - from Company Information
This article guides you through generating the required details and completing the integration seamlessly within Loop.

Generating Details on the NetSuite Application

Step 1: Install LoopAI SuiteApp
1. Open SuiteApp Marketplace, search for LoopAI and click install


Step 2: Create an access token
1. Navigate to Setup > Users/Roles > Access Tokens > New 
2. Create an access token and 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 4 and 5 mentioned below)
4. 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.
Step 4: Create a new role (if required for step 2)

  1. Click Setup > Users/Roles > Manage Roles > New. Enter the role details
  2. Under Subsidiary Restrictions, select All for Accessible Subsidiaries.
  3. Under Authentication, select Web Services Only Role
  4. 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 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.

  1. Click Lists > Employees > New.
  2. Enter the employee details and email address. (you can add any email you have from loop if required 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

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 to open the integration form

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
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