Use token-based authentication (TBA) to connect Emburse Spend to your NetSuite account. TBA allows Emburse Spend to sync expense, vendor, and posting data without storing or re-entering NetSuite user credentials. NetSuite and Emburse recommend TBA because it is easier to maintain, reduces timeout and credential errors, and improves integration stability.
This article explains how to install the Emburse integration bundle, configure token-based authentication in NetSuite, and generate the four values you must enter in the Emburse Spend NetSuite integration:
- Account ID
- Consumer Key
- Consumer Secret
- Token ID and Token Secret
Prerequisites
Before you begin, ensure that:
- Your organization uses NetSuite with the SuiteBundler and SuiteCloud capabilities enabled.
- You have permission to install bundles and manage integrations in NetSuite. If you are not a full NetSuite administrator, coordinate with your IT or NetSuite admin.
- You have access to a secure location (for example, a password manager or encrypted notes app) where you can temporarily store the token values you generate.
1. Install the Emburse Integration Bundle
This bundle installs the Emburse Integration role, which you will assign to your NetSuite integration user.
- In NetSuite, go to Customization.
- Select SuiteBundler > Search & Install Bundles.
- In the Keywords field, type
Emburse. - In the search results, select Emburse Integration Role.
- Select Install and complete the installation.
2. Retrieve Your NetSuite Account ID
- In the NetSuite menu bar, go to Setup.
- Select Company > Company Information.
- On the Company Information page, locate the Account ID field.
- Copy the value of Account ID and store it in your notes app.
You enter this value in the Account field in the Emburse NetSuite integration.
3. Verify or Enable Token-Based Authentication
If you do not see Access Tokens as an option, you must enable this feature in NetSuite.
- In the NetSuite menu bar, go to Setup.
- Select Company > Enable Features.
- Open the SuiteCloud tab.
- In Manage Authentication, select Token-based Authentication.
- Select Save.
4. Assign the Emburse Integration Role to a User
In NetSuite, you must grant a user the token-based authentication role.
- In the NetSuite menu bar, go to Setup.
- Select Users/Roles > Manage Users (or Employees, depending on your account).
- Either:
- Select an existing user and select Edit, or
- Create a new employee record for a user such as “Emburse Integration.”
- On the employee record, open the Access tab.
- In the Role field, select Emburse Integration.
- Select Add.
- Select Save.
This user will be associated with the TBA token you create later.
5. Create an Integration Record and Capture the Consumer Key and Consumer Secret
- In the NetSuite menu bar, go to Setup.
- Select Integration > Integration Management > Manage Integrations.
- Select New.
- In Name, enter a clear name, such as
EmburseTBA. - (Optional) In Description, enter a note such as
Emburse token-based authentication. - Confirm that State is Enabled.
- Open the Authentication tab.
-
Select Token-based Authentication.
There are several options on the Authentication tab. If other items are selected (e.g., TBA: Authorization Flow or Authorization Code Grant), uncheck these options before clicking Save. - Select Save.
NetSuite displays a confirmation page with the Consumer Key and Consumer Secret for this integration.
- Copy the Consumer Key and Consumer Secret to your notes app or secure storage.
6. Create the TBA Token and Capture the Token ID and Token Secret
- In the NetSuite menu bar, go to Setup.
- Select Users/Roles > Access Tokens.
- Select New Access Token.
- In Application Name, select the integration you created in Step 5 (for example,
EmburseTBA). - In User, select the integration user you assigned the Emburse Integration role to in Step 4.
- In Role, select Emburse Integration.
- (Optional) Update Token Name if you want a more descriptive label.
- Select Save.
NetSuite displays a confirmation page with the Token ID and Token Secret.
- Copy the Token ID and Token Secret to your notes app or secure storage.
7. Verify the Connection
After you have collected all four values (Consumer Key, Consumer Secret, Token ID, and Token Secret), you must enter them in Emburse Spend.
To verify the connection:
- Go to
Company Settings > Accounting Integrations and select NetSuite.
- Locate your Account ID on the Company Information page in NetSuite, and enter it in the Account ID field.
- Enter the following values in the Account Credentials section:
- Consumer Key
- Consumer Secret
- Token ID
- Token Secret
- Select Authenticate.
The Emburse NetSuite connector will test the connection to ensure a link has been established between the two systems. A message will be displayed upon successful connection.
If the connection fails, confirm that:
- You copied each value exactly, with no extra spaces.
- The integration record is still Enabled in NetSuite.
- The integration user is still active and still has the Emburse Integration role.
If issues persist, contact Emburse Spend Support and include screenshots of your NetSuite integration and access token settings.
Next steps: Configure the NetSuite connector by following the guide Configure the Emburse NetSuite Connector.