Switch a NetSuite Connection From Credentials to TBA

  • Updated

It is possible to switch a NetSuite connection from user credentials to Token-Based Authentication (TBA), by selecting a check box and entering the TBA details. This presupposes that you have configured NetSuite to require Token-Based Authentication. Perform the TBA setup tasks.

To switch a NetSuite connection from user credentials to TBA:

  1. Ensure that you have performed in NetSuite the TBA setup tasks.

  2. In the Riva Manager application, version 2.4.50 or higher, double-click the connection to edit it.

  3. In the CRM Connection Edit window, near the top, select Token-Based Authentication.

    NetSuite-CRM-Wizard--Connection-Details--Token-Based-Authentication.png

  4. Configure the required TBA settings, as described in Token-Based Authentication.

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