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NetSuite Sync Error: Reason: Null - Two-factor authentication/ token-based authentication limitation

Explanation 

NetSuite two-factor authentication does not support RESTlets, which are used to integrate Bill.com with NetSuite. This is a limitation due to NetSuite's restriction of the usage of two-factor authentication. 

Solution 

Create a custom role

A custom role not requiring a two-factor authentication will need to be created and assigned to the user connecting the sync.

  1. Go to Setup > Users/Roles > Manage Roles > New
  2. Enter the following
    • Name: Admin Sync
    • Two-Factor Authentication required: Not required
  3. Under Permissions > Lists, assign the following permissions with the corresponding level:
    • Classes = Full
    • Departments = Full
    • Documents and Files = Full
    • Email Template = Full
    • Employee Record = Full
    • Employee Social Security Numbers = View
    • Locations = Full
    • Subsidiaries = Full
    • Tax Schedules = Full
  4. Under Permissions > Setup, assign the following permissions with the corresponding level:
    • SuiteScript = Full
    • SuiteScript Scheduling = Full
  5. Click Save
  6. Click on the Admin Sync role that was just created
  7. Write down the Internal ID for this role, it will be needed to connect the sync
    • The internal id will be at the end of the URL: https://system.netsuite.com/app/setup/role.nl?id=<internal id>

Assign the custom role to the user

  1. Go to Setup > Users/Roles > Manage Users
  2. Select the user that will connect the sync
  3. Click Edit
  4. Under the Access tab, Edit the user's role to the Admin Sync role
  5. Click Save

Uninstall/Reinstall the sync bundle

The bundle will need to be uninstalled and reinstalled.

Note: Uninstalling the bundle will disconnect syncs for all subsidiaries if more than one is connected.

To uninstall and Reinstall bundle:

    1. In NetSuite, Go to Customization > Suitebundler > Search and Install Bundle > Lists
    2. Hover over the gear icon for Bill.com Sync for Netsuite, click Uninstall
    3. Refresh the browser until uninstall complete confirmation. This may take a minute.
    4. Go to Customization > Suitebundler > Search and Install Bundle
    5. Type Bill.com into the Keywords field and search
    6. Click on Bill.com Sync for NetSuite
    7. Click Install
    8. Click Install Bundle

Reconnect Sync

After reinstalling the bundle, reconnect the sync for all subsidiaries.

  1. In Bill.com, hover over the gear icon, click Settings
  2. Under Sync, click Setup
  3. Click Disconnect
  4. Click Yes to confirm
  5. Click the NetSuite app
  6. Click Connect
  7. On the Sync Login page, enter the following:
    • Email: Enter the email address for the user that was assigned the Admin Sync role
    • Password: Enter the password for the user that was assigned the Admin Sync role
    • Account ID: Enter the Account ID of the NetSuite account
    • Subsidiary ID: If you’re using OneWorld, enter the Internal ID of the Subsidiary that this Bill.com account will sync with. If it is not a OneWorld account, leave this field blank.
    • Custom Role Internal ID: Enter the internal id of the Admin Sync role in NetSuite
  8. Click Save
  9. Once the sync completes, edit Sync preferences if applicable
  10. Click Save

The Bill.com sync preferences within NetSuite will also need to be re-selected. Please refer to the Sync your Classifications and Sync your transactions sections on the NetSuite Sync Setup Guide.

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