Follow these instructions to ensure your Capital One Expense Management integration can securely access your organization’s NetSuite account with the right level of permissions.
Expense Management's NetSuite integration is based on simple object access protocol (SOAP) and uses token-based auth (TBA). To enable TBA in your NetSuite account and generate credentials following these guidelines.
You’ll need the following pieces of information to get started:
NS_ACCOUNT: NetSuite account id
NS_TOKEN_KEY: Token key for token-based authentication
NS_TOKEN_SECRET: Token secret for token-based authentication
Enable TBA
Expense Management's NetSuite integration works off NetSuite’s TBA. This feature is usually turned off by default. Follow these instructions to enable TBA as an Admin.
From your NetSuite account sign in with your company credentials.
Select Setup, then Company. Select Enable features and select Suitecloud.
Enable SOAP WEB SERVICES
Enable TOKEN-BASED AUTHENTICATION
Enable internal IDs
Navigate to Home on your NetSuite account and select Set Preferences.
In the General sub-tab, under the Defaults section, select Show Internal IDs.
Find the account ID
As the Admin, go to Setup, and select Integrations and SOAP Web Services Preferences.
You will find a field called ACCOUNT ID, note this value for future reference. This corresponds to the NS_ACCOUNT field.
Install the integration suite bundle
From the admin view, select Customization, then SuiteBundler.
Select Search & Install Bundles or in the text box named Keywords, type Fyle and click on search. Select Fyle NetSuite Connect from the list.
Click on Install to install the SuiteBundle.
The installation might take a few minutes, wait for the bundle to finish installing.
Assign NetSuite integration role to a user
The Fyle integration role now has all the permissions necessary for subsequent steps. Assign this role to a user who will manage the integration. It can be the same user who performed the earlier steps or a different one.
To update the user settings, go to Setup, select Users/Roles and select Manage Users.
Pick the desired user from the list and click on it. Subsequently, select the Edit button on the User page.
Next, select Access, then select Roles at the bottom of the page. Add the Fyle NetSuite Integration Role to this user and select Add to save.
Sign in to the right user and role
Sign out of NetSuite and sign back in with the right user credentials (the one with Fyle Integration role assigned). Then switch to the Fyle Netsuite Integration Role using the drop-down in the top right corner.
In the dashboard, select the link named Manage Access Tokens.
You’ll now need to create a new access token. Select New, pick the application called Fyle NetSuite Integration Connect and give the token a name, select Save to finish.
Points to note
On the next screen, you’ll see important fields that you will need to copy over: TOKEN ID and TOKEN SECRET. These correspond to the fields NS_TOKEN_KEY and NS_TOKEN_SECRET.
Add credentials
Input the following credentials into the integration connection page:
NS_ACCOUNT: NetSuite account id
NS_TOKEN_KEY: Token key for token-based authentication
NS_TOKEN_SECRET: Token secret for token-based authentication
Please refer to the following video for the complete process.
For any questions about generating the NetSuite credentials, contact our support team at support@capitalone-fylehq.com.