NetSuite
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Plugin Setup
Installation
Step 8: Create a New Security Token
important the access token created in this step is associated with the netsuite administrator who generated it if this user has their administrator credentials revoked (i e the user is no longer holds administrator access or they exit the company), this token will become void to avoid disruption of service on your bank bundle, please log into https //sys fispan live/ and deactivate the netsuite connection reactivate the connection and step through the installation wizard once more to generate a new access token that will replace the voided token id and token secret if you encounter any issues with this process or if you do not have a login for the link provided above, please reach out to the plugin support team for assistance important to ensure your bank plugin is set up correctly and functions as expected, you must understand the minimum permissions and user roles required following the recommended approach for managing access tokens is critical to avoid potential service disruptions please refer to minimum permissions (netsuite) for a complete overview of the required permissions for each role and step by step configuration guidance 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 bundle was created automatically when the bundle was installed select new my access token , then select j p morgan 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