| Note | title | Is employee record ready?
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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
i. Go to: www.netsuite.com
ii. Choose the Log In link (at the top-right of the page)
ii. 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
iI. On the main menu bar, choose: Setup → Custom → MyPay Setup
iiII. EULA EULA - View and Agree to the 'End User License Agreement' and choose Next
iiiIII. Licensing Licensing - Note the number of Users Allowed and Features Enabled and choose Next
ivIV. Features Features - Check if all desired Features are checked and choose Next
vV. User User and Role Role - Select Select desired employee and his their role (AdminAdministrator or Payroll MyPay Integration) 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. |
vii. Generate Access Token - select option Infinet Cloud MyPay Integration from the drop-down menu (Application name) and choose save
viiiVI. 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 | keys(tokens) - only one chance!Save the tokens at this stage, they cannot be retrieved at a later date, and you will need them in the next integration step. |
ixVIII. Integration Setup - Go back to the previous browser tab with the MyPay Setup Assistant, insert the Tokens and choose Next
xIX. Finishing MyPay Setup Assistant - as the last step of the process choose Finish
xiX. 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| Anchor | ||||
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I. On the main menu bar, choose: Setup → User/Roles → Access Tokens → New
viiII. Generate Access Generate Access Token - select option option "Infinet Cloud MyPay Integration from " 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.
ii. Save Access Token III. 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 | keys(tokens) - only one chance!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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