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' 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
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).
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
Save the tokens at this stage, they cannot be retrieved at a later date and you need them in the next integration step.