When you perform a sandbox refresh in NetSuite by copying your production environment to the sandbox, the access tokens used for integration between Paystand and NetSuite are updated. This process disconnects your sandbox environment from Paystand, requiring you to re-establish the connection by generating new access tokens.
Verify the Sandbox Refresh
Ensure the sandbox refresh has been completed and all data has been successfully copied from your production environment to the sandbox. Log into your NetSuite sandbox to confirm the environment is ready for reconnection.
Generate New Access Tokens
1. Go to the Employee Record and ensure that the role associated with Paystand integration has the necessary permissions.
2. Permissions Required:
Access> Check box in GIVE ACCESS
Role> The employee record needs to have a Paystand Role
3. Navigate to Setup > Users/Roles > Access Tokens
4. Click on New Access Token
5. Select the following:
- Application Name: Paystand Integration
- User: The NetSuite user assigned to the integration
- Role: The role configured for the Paystand integration
Click Save
6. Save the access token and note the following:
- Token ID
- Token Secret
Connecting Sandbox
1. Open the following URL and login:
Paystand Dashboard Sandbox
2. Navigate to the Integration tab to find the APIs to connect Sandbox with NetSuite.
3. Log in to NetSuite.
Go to Paystand > Manage > Configuration.
Click on Manage Connection.
4. Use the provided Access Token created for your employee record:
Access Token Details:
-Token ID
-Token Secret
5. Enter all the required fields and click Save and Connect.
Important Considerations
Regular Updates: Repeat this process every time you perform a sandbox refresh in NetSuite.
Environment Labels: Ensure you are working in the correct environment (sandbox vs. production) to avoid accidental changes.
Permissions: Verify that the user roles and permissions in the sandbox match those in production to prevent integration issues.
By following these steps, you can seamlessly reconnect your NetSuite sandbox environment to Paystand after a refresh, ensuring continued integration and functionality during your testing and development processes.