Your Netsuite instance was disconnect from Upflow, showing this red banner in Upflow:
Click Reconnect to be redirected to your Integrations section, which you'll need in a bit.
Now, head to your NetSuite Marketplace. Look for and click Upflow, to look if you need to upgrade. If you see the Upgrade button, please click it. Otherwise, move to the next step.
1 - Check your Users list to see who has the "Upflow Basic Role" associated.
2 - Add this role to an Admin user with English US language. It can be yourself or, ideally, generic account dedicated to integrations or your Finance process.
3 - Head to Access Tokens, and click on "Add new":
|
Application name: Pick Upflow Integration (+version) User: Select the user you just assigned the Upflow Basic Role.
Role: Upflow Basic Role (this option will not be available before you pick the user)
Token name: Write one that suits you. |
4 - Click on Save to finalize the process and display your API key-related information (Access token ID and Access token secret). Write them down as they will disappear once you close the access token page.
5 - This step is to be done for each of your Upflow organizations:
- Go to your Settings > Integrations section
- Click on Edit next to Access tokens
- Add the token ID and secret and save
- Scroll down and Save at the bottom of the page
- The red banner should now be gone, which means the reconnection is done for this org.
- If you have other organizations in Upflow from the same Netsuite account, you must update the tokens you've generated in each organization's settings.
If you have any questions, please submit a Support request at the top, or follow up with our Support team if you already have an ongoing ticket about this topic.