NetCash Installation
OVERVIEW
In order to access NetCash within NetSuite, the proper application must first be installed.
The steps below must be completed by a user with “Access Token Management” permission, and it is recommended that the user have Administrator permission. If the token created becomes inactive, any attempts to update NetCash will fail, even if attempted by Netgain. A new token must be created in the following situations:
- If the token was created in a sandbox account, and the sandbox account is refreshed.
- If the user who created the token in NetSuite becomes inactive or is removed. Additionally, this user must stay active in NetSuite; otherwise, the token will not work.
Once a new token is created, NetCash can be updated from the Netgain Marketplace. It is not necessary to attempt to uninstall and reinstall NetCash.
STEP BY STEP PROCESS
Navigate to Customization > SuiteBundler > Search & Install Bundles > List and confirm that the bundle "SuiteCloud Development Integration" is set up in the desired environment. If not installed, select 'New', search for the bundle by name, and install.
Navigate to Setup > Company > Enable Features > SuiteCloud and confirm that "Custom Records", "Custom Transactions", "OAuth 2.0", "Token-Based Authentication", and "REST Web Services" are enabled in the system.
Once confirmed, a user with “Access Token Management” permission can navigate to Home > Manage Access Tokens > New My Access Token (go to the dashboard and scroll down to the settings section, this is where you will find Manage Access Tokens)
- Select the Application Name of “SuiteCloud Development Integration”
- Select Save
- Copy the Access Token ID and Token Secret (Once the record is left, the credentials will no longer appear)
Once you have copied the Token ID and Secret, navigate to the Netgain provisioning site
Select "Sign In"
If you are not already signed into NetSuite, you will be directed to sign in
- On the authorization screen select "Continue"
- You will now be redirected back to the provisioning screen
- Select Tokens
Select New
Enter applicable token information and select Save
Navigate back to Apps and select NetCash
On the NetCash screen select Install
Once installed, you will see NetCash as a Center Tab in NetSuite
Now that the application has been installed, all desired individuals must be given the appropriate permissions. To do this, reference the NetCash Roles and Permissions article.