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Make sure to have an employee record selected and configured with the appropriate role (Administrator is preferred) prior to starting this step, which will be used as the "Integration User".

  1. Login to NetSuite and Navigate to Setup > Custom > MyPay Setup
  2. MyPay Setup Assistant
    1. EULA - View and Agree to the 'End User License Agreement' 
    2. Licensing - Note number of Users Allowed and Features Enabled
    3. Features - Check Enabled Features
    4. Integration - Follow on screen instructions to set up Integration. Make sure to save the tokens in a save place for each step and as each step is complete, return to the MyPay integration tab.
    5. You can also do this manually if necessary by going to:
      1. Setup > Integration > Manage Access Token > New - Follow the on screen instructions to set up  Access Token

        You only get one chance!

        Save the tokens at this stage, they cannot be retrieved at a later date and you need them to complete the integration.

      2. Setup > Users/Roles > Access Tokens > New - Follow the on screen instructions

        You only get one chance!

        Save the tokens at this stage, they cannot be retrieved at a later date and you need them to complete the integration.

    6. Complete - Finish
  3. MyPay login details will be shown on the screen and an email sent to the Administrator running the set up
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