| Note |
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Make sure to have an employee record selected and configured with the appropriate role (Administrator is preferred) before starting this step, which will be used as the "Integration User". |
1. Log into the NetSuite environment using an Administrator role
II. Go to: www.netsuite.com
II. Choose the Log In link (at the top-right of the page)
III. Fill out login details and choose the Login button
- Log into the Netsuite (Make sure you are using the Administrator role)
2. MyPay Setup Assistant
I. On the main menu bar, choose: Setup → Custom → MyPay Setup
II. EULA - View and Agree to the 'End User License Agreement' and choose Next
III. Licensing - Note the number of Users Allowed and Features Enabled and choose Next
IV. Features - Check if all desired Features are checked and choose Next
V. User and Role - Select desired employee and his role (Admin) and choose Next
VI. Key Generation - choose click here and wait until a new browser tab has been opened
| Info |
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If, for some reason, the link (click here) does NOT work. Follow step 3. Manual Key (Toke) Generation and then continue with following step VII. |
VII. Generate Access Token - select option Infinet Cloud MyPay Integration from the drop-down menu (Application name) and choose save
VIII. Save Access Token- once the Access Token is generated, save both values (token id, token secret) in a safe place (tip: use a password manager).
| Warning |
|---|
Save the tokens at this stage, they cannot be retrieved at a later date, and you will need them in the next integration step. |
IX. Integration Setup - Go back to the previous browser tab with the MyPay Setup Assistant, insert the Tokens and choose Next
X. Finishing MyPay Setup Assistant - as the last step of the process choose Finish
xi. MyPay Login details - MyPay login details will be shown on the screen and an email sent to the Administrator address.
3. Manual Key (Token) Generation
I. On the main menu bar, choose: Setup → User/Roles → Access Tokens → New
II. Generate Access Token - select option Infinet Cloud MyPay Integration from the drop-down menu (Application name) and choose save
III. Save Access Token - once the Access Token is generated, save both values (token id, token secret) in a safe place
| Warning |
|---|
Save the tokens at this stage, they cannot be retrieved at a later date and you need them in the next integration step. |
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