NetSuite - Token Based Authentication (TBA)

Please take note that an integration using NetSuite Token-Based Authentication (NTBA) requires the following values to be set:

NetSuite Token Based Authentication (TBA)

Following are the steps to use NetSuite Token-Based Authentication (TBA):

How to enable NetSuite - Token Based Authentication (TBA):

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How to simply create an Integration Record:

Please take note that Consumer Key and Consumer Secret values are displayed only once, so please make sure you copy them before going to another page. You can also reuse the consumer key and consumer secret to link one integration (consumer key and consumer secret) to multiple access tokens.

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How to create a Role and assign to a User:

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How to create an Access Token for the Integration record, User, and Role::

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Once completed, you can now use the Consumer Key, Consumer Secret, Token ID, and Token Secret for single or multiple Sync Profile configurations.

For those customers that do not want to authenticate their Formstack Sync NetSuite integration using a Full Administrator user can follow the steps below to create a new Integration User with the minimum permissions needed to allow for the sync to function.

Sub-Tab Permission Level
Transactions Opportunity Full
Lists Contact Roles Full
Lists Contacts Full
Lists Customers Full
Lists Employees Full
Lists Employee Record Full
Lists Tasks Full
Lists Event Full
Lists Cases Full
Setup Deleted Records Full
Setup Enable Features Full
Setup Set Up Company View
Setup Web Services Full
Setup User Token Access Full
Setup Custom Body Fields View
Setup Custom Column Fields View
Setup Custom Entity Fields View
Setup Custom Fields View
Setup Custom Event Fields View
Setup Custom Item Fields View
Setup Custom Item Number Fields View
Setup Custom Lists View
Setup Custom Transaction Fields View
Setup Other Custom Fields View

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