NetSuite

Invoiced integrates with NetSuite out of the box, a cloud-based ERP system. This document outlines how to setup and use the NetSuite integration.

Overview

The NetSuite integration ships with the following capabilities:

  • Importing outstanding invoices from NetSuite
  • Importing customers from NetSuite
  • Writing invoices generated on Invoiced to NetSuite
  • Reconciling payments received on Invoiced to NetSuite
  • Syncing payments recorded on NetSuite to Invoiced

NetSuite Data Flow

Setup

In order to set up the NetSuite integration you first need these pieces of information:

  • NetSuite Account ID
  • OAuth Access Token

Below we will show you how to connect NetSuite with Invoiced, step-by-step.

Setting Up an OAuth Access Token

The next step is to create an OAuth Access Token for Invoiced on NetSuite.

Coming Soon!

Connecting NetSuite on Invoiced

  1. Go to Settings > Integrations in the Invoiced dashboard.

    Integration Settings

  2. Click on Connect on the NetSuite integration.

    Connect NetSuite

  3. Enter in the NetSuite account ID, consumer secret, consumer key, token, and token secret for the Invoiced integration created earlier.

  4. Click Save. NetSuite is now connected! Next you will want to configure the integration before using it.

    NetSuite Integration Settings

  5. You can customize the integration, including enabling automatic reconciliation. Click Save to finish setting up the NetSuite integration.

Usage

In this section you will learn how to use the NetSuite integration.

Enabling Auto-Sync

Auto-sync will run accounting syncs automatically for you on an ongoing basis. Once auto-sync is enabled, accounting syncs will happen approximately once per hour. Here's how you can enable auto-sync:

  1. Go to Settings > Accounting Sync. Click Configure on the NetSuite integration.

    NetSuite Accounting Sync

  2. Enable the Reconcile to NetSuite option.

    NetSuite Integration Settings

  3. Click Save. You can periodically check back here to see when the next sync run is scheduled or see past activity in the Recent Syncs table.

    NetSuite Auto-Sync Enabled

Running Syncs Manually

If you want control over when your books are synced then you can manually trigger accounting syncs. You can run an accounting sync by following these steps:

  1. Go to Settings > Accounting Sync.

    NetSuite Accounting Sync

  2. Click Sync Now underneath NetSuite any time you want to run an accounting sync. When the job is finished you will see it in the Recent Syncs table.

    NetSuite Accounting Sync

Manual Invoice Imports

You can import outstanding invoices from NetSuite using the invoice importer.

Instructions:

  1. Go to the Invoices tab in the Invoiced dashboard. Click on the Import button in the top-right.

    Invoices Page

  2. Select NetSuite.

    Invoice Importer

  3. When ready to import, click Start.

    Start NetSuite Invoice Import

  4. The importer will begin working. You are free to leave the page once the import starts. If you leave you will get an email afterwards with the result.

    NetSuite Invoice Import Started

  5. Once the import is finished you will see the newly imported invoices on the Invoices page.

    NetSuite Invoice Import Finished

Manual Customer Imports

You can import customers from NetSuite into Invoiced as a one-time import. Why might you use this? The accounting sync will only import customers that have invoices, whereas a manual import will bring in your entire A/R customer list.

Instructions:

  1. Go to the Customers tab in the Invoiced dashboard. Click on the Import button in the top-right.

    Customers Page

  2. Select NetSuite.

    Customer Importer

  3. Click Start.

    Start NetSuite Customer Import

  4. The importer will begin working. You are free to leave the page once the import starts. If you leave you will get an email afterwards with the result.

    NetSuite Customer Import Started

  5. Once the import is finished you will see the newly imported invoices on the Customers page.

    NetSuite Customer Import Finished

Edge Cases

Here we have documented all of the limitations, nuances, and edge cases to be aware of when using the NetSuite integration.

  • Customers on Invoiced are mapped to customers on NetSuite by the customer name.

  • Only non-draft invoices on Invoiced that have been updated since the last sync will be synced. On your first sync this means that all non-draft invoices will be synced.

  • Any changes to invoices imported from NetSuite that are later modified on Invoiced will not be synced to NetSuite. Payments processed through Invoiced for imported invoices will still be synced.

Troubleshooting

When a sync fails you will be able to see the error message in the Recent Syncs section in Settings > Accounting Sync. Normally the error message will include the invoice # that failed and a detailed reason why it could not be synced. Oftentimes there is a manual action required on your end.

Below we have documented commonly encountered errors and recommended resolutions. If you are still unable to get your books synced then please contact support@invoiced.com for further assistance.

Finding Your NetSuite Account ID

Your NetSuite account ID is required in order to connect the integration. You can obtain your account ID from NetSuite with these steps:

  1. Within the NetSuite application, hover over the Setup tab and click Company > Company Information.

  2. You should see an Account ID field. This is the account ID that you will use in the connection steps.