Update NetSuite sync connection to Token-Based Authentication

With the upcoming NetSuite 2019.1 Release in early 2019, the integration between PayMaker and NetSuite will need to be set up via Token-Based Authentication.

Token-Based Authentication has already been enabled in your PayMaker account. To ensure the sync continues to work when NetSuite 2019.1 is released, follow the steps below to enable and connect via Token-Base Authentication.

IMPORTANT: ALL steps must be taken or the sync will not function properly and transactions will not sync

Take note of current Bill.com Preferences in NetSuite

  1. In NetSuite, hover over Customization > Lists, Records, & Field, click Record Types
  2. Click List for Bill.com Preferences, which will be on the right side of the page
  3. Click View for the Subsidiary associated to the PayMaker account being updated
  4. Take a screenshot of the following tabs
    • List tab
    • Transactions tab
    • Miscellaneous tab

Update the sync bundle

If not on sync bundle version 3.0.9d or later, uninstall and reinstall the sync bundle.

IMPORTANT: After reinstalling the bundle, the Bill.com Preferences will need to be configured again within NetSuite. The Bill.com Preferences are very closely tied to the workflow that was designed when the sync settings were first configured. These settings determine what syncs and what shouldn't sync between Bill.com and NetSuite. Please ensure you understand the workflow between the two systems before uninstalling and reinstalling the bundle.

  • We recommend taking a screenshot of your Bill.com Preferences within NetSuite before uninstalling the older bundle.
  1. In NetSuite, hover over Customization > SuiteBundler > Search & Install Bundles > Click List
    • The bundle version number is under the Version column next to Bill.com Sync for NetSuite
      • If not 3.0.9.d or 3.0.10, uninstall the bundle
      • If already on bundle 3.0.9.d or 3.0.10, skip to Enable Token-Based Authentication below
  2. Hover over the green dropdown next to the Bill.com sync for NetSuite, click Uninstall
  3. Hover over Customization > SuiteBundler > Click Search & Install Bundles
  4. Type Bill.com into the Keywords field
  5. Click Search
  6. Click Bill.com Sync for NetSuite
    • If encountering a no access error, contact Bill.com support to have access to the bundle enabled
  7. Click Install
  8. Click I Agree for Bill.com SuiteBundle Terms
  9. Click Install Bundle
  10. Configure Bill.com Preferences in NetSuite again

Enable Token-Based Authentication

  1. Hover over Setup > Company > Click Enable features
  2. Click SuiteCloud
  3. Scroll down to the Manage Authentication section
  4. Enable Token-Based Authentication
  5. Click I agree on the SuiteCloud Terms of Service page
  6. Click Save

Create a new integration

A NetSuite Administrator will need to create an integration in NetSuite that will allow us to obtain the Consumer Key and Consumer Secret that is required to connect the sync.

Important: If syncing with multiple entities/subsidiaries, use the same Consumer Key and Consumer Secrets for all connections.

  1. In NetSuite, hover over Setup > Integrations > Manage Integrations > Click New
  2. Ensure State field is Enabled
  3. Enter Billcom in the Name field
  4. Check the box for Token-Based Authentication
  5. Click Save
  6. Copy and Save the Consumer Key and Consumer Secret, both will be required to connect the sync
    • Important: For security reasons, the only time the consumer key and consumer secret values are displayed is on the confirmation page. After leaving this page, these values cannot be retrieved from the system. If these credentials are lost or forgotten, they will need to be regenerated. Treat these values as you would a password.

Note: Do not reset previously created consumer key/secret or it will break other integrations connected to the NetSuite account.

Create access tokens

A NetSuite Administrator will need to create access tokens in NetSuite that will also be required to connect the sync.

Important: If syncing with multiple entities/subsidiaries, use the same access tokens for all connections.

  1. Click Manage Access Tokens from the Settings box on the Homepage in NetSuite
  2. Click New My Access Token
  3. Select the integration that was just created: Billcom in the Application Name field
  4. Click Save
  5. Copy and Save the Token ID and Token Secret, both will be required to connect the sync
    • Important: For security reasons, the only time the consumer key and consumer secret values are displayed is on the confirmation page. After leaving this page, these values cannot be retrieved from the system. If these credentials are lost or forgotten, they will need to be regenerated. Treat these values as you would a password.

Note: Do not reset previously created access token/secret or it will break other integrations connected to the NetSuite account.

Disconnect and reconnect the Sync

  1. In PayMaker, click Settings
  2. Click Setup under Sync
  3. Click Disconnect
  4. Click Yes to confirm
  5. Click the NetSuite tile
  6. Click Connect
  7. On the Sync Login page, enter the following:
    • Consumer Key: Paste the Consumer Key that was copied and saved
    • Consumer Secret: Paste the Consumer Secret that was copied and saved
    • OAuth Token: Paste the Token ID that was copied and saved
    • Token Secret: Paste the Token Secret that was copied and saved
    • Account ID: Retained from your previous connection
    • Subsidiary ID: Retained from your previous connection
  8. Click Save to run the sync

Reconfigure Bill.com Preferences in NetSuite

  1. In NetSuite, hover over Customization > Lists, Records, & Field, click Record Types
  2. Click List for Bill.com Preferences, which will be on the right side of the page
  3. Click Edit for the Subsidiary associated to the PayMaker account being updated
  4. Reset Bill.com Preferences in NetSuite for the following tabs so they match what the settings were before the bundle was updated:
    • List tab
    • Transaction tab
    • Miscellaneous tab
  5. Click Save