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Note

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".



Log into the NetSuite environment using an Administrator role

  1. 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 their role (Administrator or Payroll MyPay Integration) and choose Next

VI. Key Generation - Follow the onscreen instructions to generate an access Token

VII. 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.

VIII. Integration Setup - Go back to the previous browser tab with the MyPay Setup Assistant, insert the Tokens and choose Next

IX. Finishing MyPay Setup Assistant - as the last step of the process choose Finish

X. 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
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Manual Key (Token) Generation
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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titleGetting started

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