Installing the bundle
- Login to your Netsuite account and navigate to Customization > SuiteBundler > Search & Install Bundles.
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Search for Airwallex: Bank Feed, Expenses and Bills (Bundle ID: 486224)
- Click the bundle link
- In the bundle installation page, click Install
- Installation is completed once the status displays a check icon
Consumer key and secret:
- Create an employee record by going to Lists > Employees > Employees > New.
- In the Employee page, populate the required fields (name, email, subsidiary, etc.) and scroll down to the Access subtab. Tick Give Access and add the Airwallex Bank Feed Role. Click Save.
- Navigate to Setup > Integration > Manage Integrations > New. You will only need to check Token-Based Authentication. Once saved, the consumer key and secret will be displayed.
IMPORTANT NOTE
- Consumer key and Consumer secret are only available during the initial set-up
- Client has to save the keys in a password protected document – please copy and paste the text as opposed to saving a screenshot.
Access token and secret:
- Navigate to Setup > Users/Roles > Access Tokens > New.
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Enter the following. Once saved, the token id and secret will be displayed
a. Application name: Choose the application created in the previous step
b. User: Choose the employee record created from step 1
c. Role: Airwallex Bank Feed Role
d. Token name: Keep as it is
IMPORTANT NOTE
- Token ID and Token secret are only available during the initial set-up
- Client has to save the keys in a password protected document – please copy and paste the text as opposed to saving a screenshot.
Script ID:
- Click on Customization > Scripting > Scripts
- Search for “bankfeeds_rest.js” under SCRIPT FILE
- Use INTERNAL ID value as your Script ID
Account ID:
- To identify your Account ID, check the subdomain (highlighted in red box below) of your NetSuite URL.