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Enable Oauth 2.0 in NetSuite and Upgrade your 8x8 Integration to NetSuite OAuth 2.0 Email

Objective

Enable Oauth 2.0 in NetSuite and upgrade your 8x8 Integration to NetSuite OAuth 2.0 Email.

Applies To

  • NetSuite
  • OAuth

Procedure

Enable Oauth 2.0 in NetSuite

Before you can begin using OAuth 2.0 in your account, you must enable the feature.

Enable OAuth 2.0 feature:

  1. Log in to NetSuite.
  2. Go to Setup > Company > Enable Features.
  3. Select the SuiteCloud subtab.
  4. In the SuiteScript section, check the following boxes. Note: You must enable both the Client SuiteScript and Server SuiteScript features to use OAuth 2.0 feature for RESTlets.
    • Client SuiteScript: Select I Agree on the SuiteCloud Terms of Service page.
    • Server SuiteScript: Select I Agree on the SuiteCloud Terms of Service page.
  5. In the Manage Authentication section, check the OAuth 2.0 box.
  6. Select I Agree on the SuiteCloud Terms of Service page.
  7. Select Save.

Enable Rest Web Services feature:

  1. Go to Setup > Company > Enable Features.
  2. Select the SuiteCloud subtab.
  3. In the SuiteTalk (Web Services) section, check the Rest Web Services box.
  4. Select Save.

Oauth Setup

Check if the user's role has the necessary permissions. This can be done by the NetSuite Administrator.
  1. From the top menu, navigate to Setup > User/Roles > Manage Roles.
  2. Select the role (e.g., Support Person or Support Rep) that is assigned to the Agent and check if the following permission is assigned to at least one role.
    1. Select Edit or Customize in the Edit column for the selected Agent's role.
    2. Go to Permissions > Setup. 
    3. If following permissions are not present, add them and select Save.
      • REST Web Services
      • Log in using OAuth 2.0 Access Tokens
  3. Have the agent re-login for the role permission change to take effect. 
Find the Agent's role:
  1. As an Administrator, from the top menu, navigate to Setup > User/Roles > Manage Roles.
  2. This page will list all roles of the user. Check the Role column of the user.
Turn off recurring consent policy:
At the time of panel reload a consent policy screen may appear. Existing netsuite-au customers may receive consent messages such as "8x8 Netsuite Integration wants to access <Account Name">.
  1. To turn off this recurring messaging, go to Setup > Users/Roles > OAuth 2.0 Authorised Application.

  2. Select the 8x8 Netsuite Integration.

  3. Edit the setting for 8x8 Netsuite Integration configuration.
  4. Select the value for OAUTH 2.0 CONSENT POLICY as Never Ask.
  5. Select Save.