Disconnect and Reconnect MineralTree to NetSuite

Audience: Accounting Manager and ERP Admin

Summary: This article explains how to manually disconnect and reconnect MineralTree to NetSuite.

Disconnecting and reconnecting MineralTree and NetSuite is rarely needed, but may be required in two cases:

1. NetSuite user issue: If the NetSuite admin user who created the authentication token loses their admin role (due to termination or role change), the token becomes invalid. Reconnecting allows you to enter new token values.
2. MineralTree-user issue: If the MineralTree user who last connected MineralTree and NetSuite (the “connection user”) is locked, deactivated, or no longer an Accounting Manager, another Accounting Manager must disconnect and reconnect to become the new connection user. No new token is required in this case.

Disconnect

1. Log into MineralTree as an Accounting Manager.
2. Navigate to Company Profile by clicking your initials in the top right of the navigation bar.

3. On the Company Profile page, click Disconnect from NetSuite in the upper left corner.

4. You will be returned to the previous screen.

Reconnect

1. Click the Connect to NetSuite button on the Company Profile page.
2. Depending on the state of your NetSuite authentication token:

• If the token is still valid, you will reconnect automatically.
• If the token is no longer valid, a pop‑up will appear. Enter the Token ID and Token Secret into the fields provided, then click Submit.

3. You should now be reconnected to NetSuite.

If you need to create a new NetSuite authentication token, follow the steps in the guide starting at the header "Generate Token and Token Secret" and stopping at "During the Sync".

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com