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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

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.

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Check your SuiteApp version

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.

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Generate new tokens and edit them in Upflow

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”: NetSuite Access Token form
  • Application name: Pick Upflow SuiteApp.
  • 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.

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The tokens don’t work

When editing the tokens in your Upflow Settings, if you face an error message, such as “Error: the access tokens are invalid” - it might be due to the tokens configuration.
  1. Never use tokens generated previously. ONLY tokens generated specifically for this update. Old tokens will be considered expired.
  2. You might have selected a value that doesn’t match the process. Ensure you’ve selected the exact values we recommend in Step 3 above.
If you have a doubt, please head to your Tokens list, and take the same screenshot as below: This will help us assist you with the context we need.

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I can’t find the Upflow “SuiteApp” in Application Name

When creating your new tokens, if you can’t find the “Upflow SuiteApp ” options:
  1. Head to your SuiteApp marketplace. Search for and click Upflow.
  2. Ensure you benefit from the latest version. If not, click Upgrade. Refresh.
  3. Head back to Access Tokens > New
If you still can’t find the option, head to your “Installed SuiteApp List”: Then identify the Upflow one, click on the green icon at the left, and “Uninstall”: Then head back to your SuiteApp marketplace. Search for and click Upflow. And click Install! Now, again, dead back to Access Tokens > New. You should now see the Upflow SuiteApp application name. Finish the tokens creation, as in steps 3, 4, and 5 at the top of this article. 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.