Managing Security Tokens (NetSuite)

the access token is essential for pushing payment status messages (processing, successful, or failed) back into netsuite this token is created during the initial installation wizard and is linked to the netsuite administrator who performed the setup if the original netsuite administrator leaves the company or has their account or privileges revoked, the associated access token immediately becomes void when this happens, you will lose all automatic payment status updates from the payment plugin, which can lead to confusion and operational issues this guide provides the steps to generate a new access token to replace the voided one, ensuring that payment statuses flow correctly back into your netsuite environment if you run into trouble, you can schedule a troubleshooting call or reach out to our support team using the contact us link in the library on the left reactivate the netsuite connection log in to {{fispanportal}} log in to {{fispanportal}} using one of these links production https //sys fispan live/login sandbox https //sandbox fispan cloud/login if you do not have a login, please contact support we will issue you an invitation to enable you to configure the netsuite connection deactivate the netsuite connection upon successful login, you should see a welcome message and netsuite under the connected apps heading click on the three dots on the top right corner of the netsuite box to open a small submenu, and then click on deactivate after clicking deactivate a pop up will appear onscreen prompting you to confirm click yes, uninstall app to proceed after clicking yes, uninstall app , netsuite will disappear from the connected apps heading of the page and appear below discover more reactivate the netsuite connection hover your cursor over the netsuite box and click on the install button walk through the installation wizard after clicking install , you will be taken to the installation wizard the installation wizard has retained all information from the last time the setup was completed as a result, you may skip through all steps before creating a new security token by clicking the next step button create a new security token on the creating a new security token step of the wizard, the old token id and token secret created by the last netsuite administrator have been retained these two fields must be replaced as they have become void in netsuite, navigate to the homepage find settings and select manage access tokens where the settings is located differs depending on how you have arranged content on your homepage by default it is found on the bottom left of the page on the my access tokens page, select the new my access token button on the access tokens page, the application must be defined using the application name drop down the application for your bank plugin was created automatically when the plugin was installed select new my access token , then select bmo integration in the application name box and click save once you click save, the loaded page will show a token key and a token secret copy and paste the token id and token secret to the appropriate box in the wizard once complete, select next step verify the connection status the next step in the wizard is a connection status check if the token id and token secret was entered into the wizard correctly, the status will show a green checkmark icon and a success message indicating the connection is now active click next step to complete the remainder of the installation wizard save and finish the installation wizard the next page is the account matching page all matching has remained unchanged since the last time a netsuite administrator or someone from your organization has edited it you are free to make any changes, if required click save and finish to save all changes made in this installation wizard and to exit your security tokens have now been updated