NetSuite using token based authentication

1. Click Self Service.
2. Click Connect.
3. Search NetSuite.
4. Click NetSuite.
5. Enter details
6. Click Test Connection.
7. Upon successful connection, click Next.
8. Click the check box(es) to Select Tables.
9. Click the check box(es) to select columns.
10. Click preview.
11. Click Save.

12. ---

    Name the Dataset
13. Click OK.

Note: Once you have chosen the tables needed to calculate the KPI for analysis requirements and saved the dataset, you can create the business model and dashboard. Instructions are available in the Self-Service section of the Lumenore User Manual.

Connecting to NetSuite using Token Based Authentication

If you want to use Token-based authentication, you’ll need the following information to connect NetSuite with Lumenore.

• Consumer key
• Consumer secret
• Token
• Token secret
• Account ID

So, to get started using Token Based Authentication you’ll need a few things handy. You might also want to get your NetSuite administrator, consultant, or agency involved here as it gets into the NetSuite weeds and to use Token Based Authentication (TBA), the following things need to be done first:

• Enable Token-Based Authentication
• Create Integration record
• Create a Role and assign it to a User
• Create an Access Token for the Integration record, User, and Role
• NetSuite Account ID.

Enable Token-Based Authentication

The following steps help you to enable Token-Based Authentication: Step 1: Go to your NetSuite Setup > Company > Enable Features Step 2: Click on Suite Cloud Step 3: Check Enable Token-Based Authentication in Manage Authentication. Step 4: Click on Save

• Create an Integration Record

The following steps help you to create an Integration Record below: Step 1: Go to menu Setup > Integrations > Manage Integrations Step 2: Tap the New button Step 3: Set the name and

• Check the Token-Based Authentication option
• uncheck the “TBA: AUTHORIZATION FLOW” and “AUTHORIZATION CODE GRANT” option
• Check the “TBA: ISSUETOKEN ENDPOINT” option.

Step4: Click Save Note: 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.

• Create a Role and assign it to a User

The following steps help you to create a Role and assign it to a User: Step 1: Go to Setup > Users/Roles > Manage Roles > New Step 2: Create a role and assign necessary permissions for Lumenore integration. The role must have “User Access Tokens” permission for integration using TBA. Step3: Assign the Role to the desired user that will be used for integration. Go to Lists >Employees > Employees > edit user > Access tab > Roles sub-tab.

• Create an Access Token for the Integration record, User, and Role

The following steps help you to create an Access Token for the Integration record, User, and Role: Step 1: Go to Setup > Users/Roles > Access Tokens > New. Step 2: Select the Integration record, User, and Role created or referenced in the previous steps. Note: Token Id and Token Secret will be displayed after tapping the save button. Please copy the Consumer Key and Consumer secret values to be used in the Set Up configuration. Finally, you can create a connection between NetSuite and Lumenore. After the above steps are completed, you can now use the Consumer Key, Consumer Secret, Token ID, and Token Secret in one or multiple Set Up configurations.