Customize the web addresses your customers see when interacting with PayPack. By configuring a custom subdomain, all of your PayPack-generated links—including payment links, statement links, and customer portal links—will feature your unique brand name.

For example, instead of a generic URL, your links will look like this: https://company-name.paypack.ai

To set up your custom subdomain and validate your NetSuite connection, follow these steps.

Locate the NetSuite Credentials Button

Navigate to your Configuration - PayPack dashboard. Scroll down to the Configuration section and click the blue Configure NetSuite Credentials button.

(You will notice a "Configuration Required" indicator next to it if your connection hasn't been established yet.)

Generate a NetSuite Access Token

To connect your NetSuite environment to PayPack, you will need to generate a specific Token ID and Token Secret. The PayPack bundle comes with a pre-installed role named PayPack Administrator specifically designed for this integration, which makes setup quick and secure.

1. Add Role Permission to User
   
    
2. Navigate to Access Tokens
   Log into NetSuite with an Administrator role. Go to Setup > Users/Roles > Access Tokens > New.
   
    
3. Select the Application and User
   • Application Name: Select your PayPack Integration App from the dropdown menu.
   • User: Select the employee/user account that will be tied to this integration.
   • Role: Select PayPack Administrator. (Note: This role is automatically added to your NetSuite environment when you install the PayPack bundle, ensuring the integration has the exact permissions it needs without requiring manual role configuration).
     
      
4. Save and Copy Credentials.
   Click Save. Upon saving, NetSuite will display a confirmation screen containing your Token ID and Token Secret.
   

Enter Your Connection Details

A modal pop-up titled Configure NetSuite Credentials will appear. Fill out the required fields marked with an asterisk (*):

• Account ID: Verify that your NetSuite Account ID is correct (e.g., TSTDRV2606719). This may be pre-populated.
• Subdomain: Enter your desired brand name or company name here. Remember, this dictates your final company-name.paypack.ai URL structure and cannot be modified later.
• Token ID: Paste your NetSuite Token ID.
• Token Secret: Paste your corresponding NetSuite Token Secret.

Test and Save Your Settings

Before finalizing, it is highly recommended to ensure the integration credentials are correct:

1. Click the Test Connection button at the bottom of the modal.
2. Once the connection successfully validates, click Save to lock in your custom subdomain and NetSuite integration settings.
3. Don't forget to click the main Save button in the top left corner of the PayPack Configuration screen to ensure all global dashboard updates are applied.