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
  • 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.

Install The Invoiced SuiteBundle

First we need to install the Invoiced SuiteBundle, which will install an Invoiced integration and an Invoiced Integration role.

  1. On NetSuite, go to CustomizationSuiteBundlerSearch & Install Bundles.

    Bundles Navigation

  2. In the keyword box, type in Invoiced and click Search. Select the bundle with a bundle ID of 265184.

    Search Bundle

  3. Click Install to install the bundle.

    Install Bundle

  4. Once the bundle is installed, go to SetupCompanyGeneral Preferences. Select the Custom Preferences tab.

    Custom Preferences

  5. Obtain an API key in SettingsDevelopersNew API Key in the Invoiced application.

    New API Key

  6. Paste the API key into the Invoiced API Key field on NetSuite and click Save.

Setting Up an OAuth Access Token

The next step is to create an OAuth Access Token for Invoiced on NetSuite. To do that there are few steps you need to follow.

Assign the Invoiced Integration role to a user

You will need to pick a user that will that the access token will be based on and assign the Invoiced Integration role to that user.

  1. Go to SetupUsers/RolesManage Users.

    Integration Settings

  2. Select the user you plan to use for the integration and add the Invoiced Integration role to that user.

    Integration Settings

Create the access token

  1. Go to SetupUsers/RolesAccess TokensNew

    Integration Settings

  2. Select Invoiced as the application name, the user from the previous step as the user, and Invoiced Integration as the role.

    Integration Settings

  3. Copy-paste the token ID and token secret values into a text editor. NetSuite will not display this information again.

Connecting NetSuite on Invoiced

  1. On Invoiced, go to SettingsIntegrations in the Invoiced dashboard.

    Integration Settings

  2. Click on Connect on the NetSuite integration.

    Connect NetSuite

  3. Enter in the NetSuite account ID, 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. After you customize the integration, click Save to finish setting up the NetSuite integration.

Usage

Once the integration is configured and the bundle is installed, new transactions will begin to sync with NetSuite automatically. If you wish to import existing customers or invoices please continue reading.

Import Existing Invoices

You can import outstanding invoices from NetSuite using the invoice importer. This is useful after setting up the integration to pull in invoices that were created before the integration was installed.

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

Import Entire Customer List

You can import customers from NetSuite into Invoiced as a one-time import. Why might you use this? The sync process 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.

Troubleshooting

When a sync fails you can check the SuiteScript logs in NetSuite.

If you are still unable to get your data 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 CompanyCompany Information.

    Integration Settings

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