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Oracle Netsuite authentication
UiPath Integration Service supports NetSuite token-based authentication with a custom authentication type. For additional information, see the NetSuite official documentation: Token-Based Authentication.
To use token-based authentication, you must set up a new user linked to a single role. An existing user may have multiple roles, and the role used by the web service might not match the role selected as the web services role.
To authenticate using a token-based custom authentication, you must provide the following credentials:
- Environment (production or sandbox)
- Consumer key
- Consumer secret
- Access token ID
- Access token secret
- Account ID
You also need to enable token-based authorization for your account, create an integration record for your application, create a relevant role, assign the role to a user, and generate your credentials/token.
Known issue: To create a connection to the Oracle NetSuite connector using a sandbox environment, you must select production as the Environment type (and use your sandbox credentials). Configuring the Environment as sandbox results in the following error: "Bad request: authentication failed. If attempting to connect to a sandbox make sure you have a sandbox account".
To complete the setup required for creating a connection to NetSuite, take the following steps in your NetSuite account:
- Sign in to NetSuite, navigate to Setup > Company > Enable Features.
- In the SuiteCloud tab, scroll down to the Manage Authentication section.
- Enable Token-Based Authentication and select Save.
- Navigate to Setup > Users/Roles > Manage Roles > New to create a new custom role for the token-based authentication user.
- On the Role page, take the following steps:
- Provide a Name for the role.
- In the Setup tab of the Permissions section, add the User Access Tokens & SOAP Web Services permission. Also add any additional relevant permissions based on your integration's needs and scope. For detailed information about available permissions, see Netsuite's documentation.
- After successfully creating the role, navigate to Lists > Employees > Employees. Either select an existing employee listing, or create a new one.
- In the Access > Roles section of the Employee page, assign the role you created above. Select it from the Role menu and select Add. Click Save after assigning the role.
- From the Setup page, go to Company.
-
Under Company Information, select Account ID. You can also find
the Account ID in the URL. For example, if the URL is
https://12345_XYZ.app.netsuite.com/
, your account ID is12345_XYZ
.
Follow the steps described in the NetSuite documentation to enable the Show Internal IDs setting.
This setting allows you to see the internal IDs for all fields, records, lists, workflow actions, and custom forms in NetSuite. The internal ID of an object is a required input property in NetSuite activities.
- Select Integration Service from Automation CloudTM.
- From the Connectors list, select Oracle NetSuite. You can also use the search bar to narrow down the connector.
- Select Connect to Oracle NetSuite.
- Enter the required credentials and select Connect.
NetSuite’s concurrency limits allow you to allocate a portion of your account’s concurrent request limits to specific integrations. Each account has restrictions on the number of requests that can be made to the web services at any given time. For more information, see the NetSuite Concurrency Limits documentation.