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.

• 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

1. Go to Setup >> Users/ Roles >> Manage Roles >> New.
   
   
2. Give the role a name, we suggest to use "Torii integration role".
3. Check the ALLOW CROSS-SUBSIDIARY RECORD VIEWING checkbox.
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.
   

5. Go to the Lists tab and add all the following permissions at the "View" level: Accounts, Currency, Departments, Items, and Vendors.
   

   
   Click Save
6. Go to the Setup tab and add User Access Tokens at the "Full" level.
7. 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.  Click Save.
8. 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.

9. 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.

10. Click the Access tab.

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

12. 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.
    
   
   
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
   
   
   
6. Enter “Torii API” in the Name field, do not fill the ID field, and click Save
   
7. Choose the Unhandled Errors tab
   
8. Uncheck all checkboxes and then 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
   
   
2. You will see the following screen:
   
   
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.
   
   

V. Create a NetSuite Integration

1. Search for page: manage integrations in the global search box
   
2. Click New to create a new integration
   
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:
   
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.
   

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 tab
3. Scroll to find the TOKEN-BASED AUTHENTICATION checkbox and make sure it is checked

Now, create the access token:

1. Search for "page: new access token" in the global search box
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 token
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.
   

VII. Connect NetSuite Integration to Torii

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.