Analytics - Generating Tokens & Secrets for Direct Queries

Prerequisites

• Version: 0.2.0 and above
• Required Role: NetSuite Administrator Role

Overview

SuperSync Analytics now supports direct queries from external platforms such as PowerBI and Microsoft Excel. To enable this, a Token and Secret must be generated, which allows external access to your NetSuite account for direct queries.

This document outlines the process of creating a dedicated user role and generating the required Token and Secret for accessing NetSuite data externally. View full size

User Role Setup

Before generating the Token and Secret, it’s critical to create a new User Role in NetSuite with read-only access to the specific record types required for reporting. This ensures that external access is limited in scope, protecting sensitive data while enabling external reports.

Steps to Create a New Role:

1. Navigate to: Setup > Users/Roles > Manage Roles
2. Create a New Role with the following considerations:
   • Restrict access to only the necessary record types for reporting.
   • Provide read-only permissions to ensure the role can query data but not modify it.
3. Name the Role according to its purpose, such as "PowerBI Reporting" or "Excel Data Feeds."
4. Assign the Role to the users who will generate the tokens.

Refer to NetSuite's online help documentation for detailed instructions on role setup.

Generating a Token & Secret

For Individual Users:

1. Log into NetSuite under the newly created role.

2. Navigate to the token generation option on the dashboard. View full size

3. Select SuperSync Analytics as the Application Name. View full size

4. Upon saving, NetSuite will display the Token ID and Token Secret.

   • Important: These token values will only be shown once upon creation. Ensure you securely store them as they cannot be retrieved later.
   • The tokens are specific to SuperSync Analytics and cannot be used with other applications to access NetSuite. View full size

For Administrators Generating Tokens:

Administrators can generate tokens for users by following these steps:

1. Navigate to: Setup > Users/Roles > Access Tokens > New.

2. Select the appropriate User and Role.

3. Set the Application Name to SuperSync Analytics. View full size

4. Save the record to generate the Token ID and Token Secret.

   • Important: For individual users, tokens will only be displayed once, so store them securely.