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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.

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 such a robust 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

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

Data Default

  • 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

Prerequisite

Be an administrator in the NetSuite account

How to integrate Netsuite

The integration process consists of the following steps 

  1. Create a role for Torii
  2. Download Torii's Suitelet script 
  3. Upload Torii's Suitelet script into Torii
  4. Create an API token
  5. Deploy the Suitelet script 
  6. Connect NetSuite Integration to Torii

1. Create a role for Torii

  1. Go to Setup >> Users/ Roles >> Manage Roles >> New.
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  2. Give the role a name. 
  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 and Make Journal Entry. 
    Note, If you don't have some of the required permissions in NetSuite, add the ones that you have.
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  5. Go to the Lists tab and add all the following permissions at the "View" level: Accounts, Currency, Departments, Items, and Vendors.

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    Click Save

2. Download Torii's Suitelet script

Download Suitelet script file:netsuite_torii.js

3. Upload Torii's Suitelet script into Torii

  • 6 - Once the file is downloaded, go back into NetSuite to complete the third step.
    You can use the global search bar to find the New Script Page.
  • 7 - Select that from the drop-down and click on the + icon that appears next to the Script File field.
     
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  • 8 -  A file upload screen will open where you can upload the Suitelet 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.

  • 9 - Once you click Save, the script FILE_NAME on the previous page will automatically fill in with the name of the uploaded file.
  • 10 - Click on ‘Create Script Record.’
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  • 11 - Enter “Torii API” in the Name field, and click Savemceclip11.png

4. Create an API token

When the script is ready, you can create the API token.

  • 12 - Click on the Parameters tab and click the New Parameter button
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  • 13 - Enter “Torii API Token” into the Label field
  • 14 - Add “_torii_api_token” in the ID field
  • 15 - Select ‘Company’ from the Preference drop-down and then click on the Access tab. Select ‘None’ under Default Level for Search/Reporting and then click Savemceclip13.png
  • 16 - Click on the Access tab
  • 17 - Select "None" in the DEFAULT LEVEL FOR SEARCH/ REPORTING
  • 18 - Click "Save"mceclip15.png
  • 19 - Use the global search bar again to find the General Preferences Page
  • 20 - Scroll down to Custom Preferences and add a secure token to the new Torii API Token field
    Note: This token is specific to your NetSuite account, which Torii will use to authenticate the connection. It should be at least 18 characters and kept somewhere secure.
    You will need this token in step 6, so copy and paste it somewhere easily accessible and then click Save.mceclip16.png

5. Deploy the Suitelet script

Step 5 requires you to activate the Suitelet script you just set up.

  • 21 - Hover over the history icon
  • 22 - Click on the script page again
  • 23 - Once there, click Deploy Script
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  • 24 - Set the Status as Released
  • 25 - Set the Event Type to POST Request
  • 26 - Set the Execute As Role field to Torii Integration Role
  • 27 - Check the Available Without Login box mceclip19.png
  • 28 - Check the Select All box next to ROLES
  • 29 - Click Save
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  • 30 - Copy the External URL that appears so you can use it for step 6.mceclip22.png

6. Connect NetSuite Integration to Torii

This last step is done in Torii.

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

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  3. Paste the Torii API Token you created during step 4.
  4. Paste the External URL you just copied.
  5. Click Connect.

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  6. Once the Integration is connected and synced, it will display a green checkbox.

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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. 

 

 
 

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