NetSuite
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Installation
Step 8: Create a New Security Token
warning the access token created during this step is tied to the netsuite administrator who generated it if this user's administrator credentials are ever revoked (i e , either by losing administrator access or leaving the company), the token will become void, and the plugin will stop working to avoid any service disruption, you must create a new token log in to https //sys fispan live/ deactivate the existing netsuite connection reactivate the connection and go through the installation wizard again this will 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 plugin was created automatically when the plugin 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