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NetSuite Integration

Noga Tubi
Noga Tubi
  • Updated
Set up the NetSuite integration to get a complete overview of all SaaS expenses

Overview

Torii integrates with NetSuite and analyzes SaaS expenses.

Torii will automatically match transactions to the correct application, summarize expenses and provide insights. Torii syncs transaction data up to one year prior to first connection date.

Before starting, we recommend watching Torii's "NetSuite Integration Overview" video to see how connecting NetSuite can benefit your organization and a few recommendations.

Since NetSuite is a flexible platform and can have different configurations for different organizations, we recommend you contact your implementation manager or CSM before the integration.

Configuration

By default, the integration syncs the posted and approved transactions from all NetSuite accounts.

Transaction types that are pulled in by default are:

  • Vendor Bills
  • Credit Card Charges


 

You may choose to sync additional supported transaction types:

  • Vendor Payments (instead of Vendor Bills)
  • Journal Entries
  • Checks
  • Vendor Credit
  • Expense Report
  • Credit Card Refund

 

The integration can be further customized to fit different NetSuite setups. You may:

  • Limit the sync to specific NetSuite accounts
    Note: Provide Torii with account names and numbers
  • Sync line items instead of or along with the main line
  • Disable Torii’s automatic currency conversion feature

  • Ignore amortized Vendor Bills

Default Configuration

  • Torii's API integration is Read-only
  • Data from all GL accounts are synced
  • Amortized & unamortized vendors' bills are synced
  • Credit card charges are synced

Considerations

  • Ensure that your NetSuite data is accurate
  • Confirm which transaction types you want to sync like, vendor bills, credit card charges, and refunds.
  • Choose the GL account to sync

Prerequisite

Be an administrator in the NetSuite account

How to Integrate NetSuite

The integration process consists of the following steps 

I. Create a Role
II. Download Torii's Restlet script 
III. Upload Torii's Restlet script into NetSuite
IV. Deploy the Restlet script
V. Create a NetSuite Integration
VI. Create a NetSuite Access Token

VII. Connect NetSuite Integration to Torii

During the steps, you will create and copy the following 5 items: Client ID, Client Secret, Token ID, Token Secret and External URL and will use them in the final step.

I. Create a Role

  1. Go to Setup >> Users/ Roles >> Manage Roles >> New.
    mceclip1.png
  2. Give the role a name, we suggest to use "Torii integration role".
  3. Check the ALLOW CROSS-SUBSIDIARY RECORD VIEWING checkbox. mceclip2.png
  4. Scroll down to the Permissions tab >> Transactions and add the following permissions in a "View" level: Bills, Cheque, Credit Card, Credit Card Refund, Expense Report, Find Transaction, Make Journal Entry, and Enter Vendor Credit. 
    Note, If you don't have some of the required permissions in NetSuite, add the ones that you have.
    mceclip0.png
  5. Go to the Lists tab and add all the following permissions at the "View" level: Accounts, Currency, Departments, Items, and Vendors.

    mceclip5.png
    Click Save
  6. Go to the Setup tab and add Deleted Records at the "View" level.   This permission will allow Torii to sync the deletion of transactions so that transactions that were deleted in NetSuite after they were already synced to Torii will also be deleted in Torii.  Netsuite deleted permission.pngClick Save.
  7. The Role will need to be assigned to an employee associated with the integration under "Access" tab on their employee record. Go to Lists > Employees > Employees.
  8. Click Edit next to the name of the employee you want to assign the role. This could be your own user or a new dedicated user you create for this integration.

  9. Click the Access tab.

  10. In the Role field, select the role you've created:

  11. Click Add and then Save.

 

II. Download Torii's Restlet script 

Download the Restlet script file: torii_restlet_v1.js

 

III. Upload Torii's Restlet script into NetSuite

  1. On NetSuite, use the global search bar to find the New Script page.
  2. On the Upload Script File page, click on the + icon that appears next to the Script File field.
     
    mceclip6.png
  3. A file upload screen will open where you can upload the Restlet script you just downloaded
    • Please ensure NOT to fill in the FILE_NAME; it will be automatically filled in with the name of the uploaded file, which needs to be exact, so you mustn't change it.

  4. Once you click Save, the script FILE_NAME on the previous page will automatically fill in with the name of the uploaded file.
  5. Click on Create Script Record
    script.png

  6. Enter “Torii API” in the Name field, do not fill the ID field, and click Save

VI. Deploy the Restlet script

We will deploy the Restlet and create a REST endpoint:

  1. On the newly created script page Deploy Script
    Screenshot 2023-12-07 at 8.59.38.png
  2. You will see the following screen:
    Screenshot 2023-12-07 at 9.00.52.png
  3. Set the Title to Torii API
  4. Set the Status to Released
  5. On the Audience tab, in the ROLES section, choose the role we created on the first step Torii integration role
  6. Click Save
  7. Copy the External URL that appears so you can use it in the last step.
    Screenshot 2023-12-07 at 9.01.18.png

V. Create a NetSuite Integration

  1. Search for page: manage integrations in the global search box
    Screenshot 2023-12-07 at 9.02.14.png
  2. Click New to create a new integration
    Screenshot 2023-12-07 at 9.02.23.png
  3. Set the Name to Torii integration
  4. In the Authentication tab, check the Token-Based Authentication and uncheck all other checkboxes as seen in the following image:
    Screenshot 2023-12-07 at 9.03.00.png
  5. Click Save
  6. Copy the CLIENT ID and CLIENT SECRET that appears so you can use them in the last step. Note that these will only show once, so keep them in a safe place before moving forward with the guide.
    Screenshot 2023-12-07 at 9.04.24.png

VI. Create a NetSuite Access Token

First, make sure the Authentication is enabled:

  1. Search for page: enable features in the global search box
  2. Choose the SuiteCloud tabScreenshot 2023-12-07 at 9.24.40.png
  3. Scroll to find the TOKEN-BASED AUTHENTICATION checkbox and make sure it is checkedScreenshot 2023-12-07 at 9.24.30.png

Now, create the access token:

  1. Search for "page: new access token" in the global search boxScreenshot 2023-12-07 at 9.05.31.png
  2. Set Application Name to Torii integration
    Set User to the user who created the Role in step 1
    Set Role to the Torii integration role created in step 1
    Set Token name to Torii access tokenScreenshot 2023-12-07 at 9.09.02.png
  3. Click Save
  4. Copy the TOKEN ID and TOKEN SECRET that appears so you can use them in the last step. Note that these will only show once, so keep them in a safe place before moving forward with the guide.
    Screenshot 2023-12-07 at 9.09.56.png

VII. Connect NetSuite Integration to Torii

This last step is done within Torii.

  1. Go to the Integrations page and click on the NETSUITE tile.
  2. Connect to NETSUITE.

    mceclip24.png

  3. Paste the Client ID, Client Secret, Token ID, Token Secret and External URL
  4. Click Connect
  5. The "Test Connection" window will display, generating the connection test.
    Click Connect to continue
    mceclip1.png
  6. Once the Integration is connected and synced, it will display a green checkbox.
    mceclip26.png

Torii will begin syncing the last 12 months of transaction data from NetSuite, which may take up to 48 hours to appear.
You can access each app’s transactions by looking at the Expenses section within the app. 

 

 

Q&A

Q: I am interested in expense data that is older than what Torii brings in from this integration. Is there a way to get more than one year of data synced into Torii?

A: While we we only sync a year of expense data upon connection of this integration in Torii by default, we can bring in data from any time point. If you are interested in getting data from an expanded time frame, please contact Torii's support team and we will be happy to help you with this. Please note, syncing data for a lengthy time period can bring back a lot of data, which can take a significant amount of time to sync (up to a several days, depending on the period of time back you are interested in).

Q: I previously connected the NetSuite integration using a Suitelet, how do I migrate to the Restlet integration

A: On NetSuite, remove the previous Torii Suitelet. Now follow the steps detailed on this page to install the Restlet. For the last step, go to the Torii integrations page, find the NetSuite tile and click Reconnect. After the sync is complete, verify the new transactions have synced successfully.

 

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