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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". |
Log into the NetSuite environment using an Administrator role
- 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'
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and choose Next
III. Licensing - Note the number of Users Allowed and Features Enabled
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and choose Next
IV. Features - Check
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- Create or Update an Integration user with Administrator / MyPay Integration role access
- Lists>Employees>Access>select role
- If using MyPay Integration role, refer to script deployment update
- Create Integration
- Click the link
- Name - MyPay Integration
- Token-based Authentication
- Token-Based Authentication - checked
- TBA: Issuetoken Endpoint - unchecked
- TBA: Authorisation flow - unchecked
- OAuth 2.0
- Authorization Code Grant - unchecked
- Scope - Restlets & Rest Web Services - unchecked
- User Credentials
- User Credentials - unchecked
- Save and Copy/Paste Token ID and Secret
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- *IMPORTANT*- These steps need to be taken by the nominated integration user
- Select User and Copy/Past ID and Secret
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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 |
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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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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. There can be also deprecated "MyPay Integration" in older accounts - choose this only if "Infinet Cloud MyPay Integration" is missing.
III. Save Access Token - once the Access Token is generated, save both values (token id, token secret) in a safe place
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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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To manually set the generated access token and key in MyPay please follow How to update integration credentials You don't need to do it if you created new MyPay account with the MyPay Setup Assistant |
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