Setting Up the Connection to Account Reconciliation
To connect a user to Account Reconciliation application from NetSuite, the Account Reconciliation Sync SuiteApp supports two types of authentication:
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Authentication by entering a username and a password.
For information, see Using Basic Authentication to Connect to Account Reconciliation.
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OAuth 2.0 that eliminates the need to store user credentials in NetSuite. This provides better security and prevents integration issues when a password expires or is changed.
For information, see Using OAuth 2.0 to Connect to Account Reconciliation.
To choose your preferred authentication method:
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In NetSuite, go to NetSuite EPM > Account Reconciliation > Connection Settings.
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In the Account Reconciliation URL field, enter the URL that points to the Account Reconciliation application you want NetSuite to connect to.
Depending on the Account Reconciliation instance, the format of the URL may look similar to one of the following examples:
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https://epm-test-idDomain.epm.dataCenterRegion.oraclecloud.com/
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https://acme-epmidm.epm.us-phoenix-1.ocs.oraclecloud.com/
To check or understand the URL components, see the help topic Sample EPM Cloud URLs in the Oracle Help Center.
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Choose your preferred authentication method from the available options:
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Basic Auth
For configuration instructions, see Using Basic Authentication to Connect to Account Reconciliation.
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OAuth 2.0
For configuration instructions, see Using OAuth 2.0 to Connect to Account Reconciliation.
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Click Save Active Connection to save your preferred authentication method.
Related Topics
- Account Reconciliation Sync SuiteApp Installation and Setup
- Required Features for Installing the Account Reconciliation Sync SuiteApp
- Installing the Account Reconciliation Sync Foundation SuiteApp
- Installing the Account Reconciliation Sync SuiteApp
- Role Permissions for Account Reconciliation Sync
- Loading Account Reconciliation Data into NetSuite
- Account Reconciliation Data Export and Import
- Setting Up Token-Based Authentication
- Managing the Account Reconciliation Jobs
- Saved Searches for Account Reconciliation Sync
- Accounts for Group Reconciliation
- Transaction Matching Accounts