NetSuite

invoiced has an integration with netsuite, 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 bi directional sync with netsuite new data from netsuite is synced every 15 minutes transactions generated on invoiced post to netsuite in real time data flow invoiced sync to invoiced sync to netsuite netsuite customer ← → customer contact ← contact note → note invoice ← → invoice credit note ← → credit memo payment ← → customer payment convenience fee → invoice 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 on netsuite, go to customization → suitebundler → search & install bundles in the keyword box, type in invoiced and click search select the bundle with a bundle id of 265184 click install to install the bundle once the bundle is installed, go to page invoiced integration obtain an api key in settings → developers → new api key in the invoiced application paste the api key into the 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 go to setup → users/roles → manage users select the user you plan to use for the integration and add the invoiced integration role to that user create the access token go to setup → users/roles → access tokens → new select invoiced as the application name, the user from the previous step as the user, and invoiced integration as the role copy paste the token id and token secret values into a text editor netsuite will not display this information again connecting netsuite on invoiced on invoiced, go to apps → netsuite in the invoiced dashboard click install enter in the netsuite account id, token, and token secret for the invoiced integration created earlier click save netsuite is now connected! 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 within the netsuite application, hover over the setup tab and click company → company information you should see an account id field this is the account id that you will use in the connection steps sync convenience fees from invoiced to netsuite when convenience fees are enabled in invoiced, the integration will create a convenience fee invoice in netsuite the convenience fee is applied to this invoice, so it does not create a credit in the accounting system you should create a non inventory convenience fee item in netsuite on the invoiced integration page , you can select the item and tax code that the integration will use to create the convenience fee invoice usage reading data from netsuite to invoiced, such as when a new invoice is available, will sync every 15 minutes you can see when the last sync happened on the invoiced integration page if you wish to run a one off sync, you can click the sync now button once the bundle is installed and fully configured, new transactions will sync with netsuite automatically writing data from invoiced to netsuite will sync instantly once the integration is fully configured, new transactions will sync with invoiced on a going forward basis the integration does not sync data created prior to the integration being installed see importing data docid\ cqhu6gzbwe u3rmpceazh for instructions on how to import transactions prior to installing invoiced mapping custom fields it's quick and easy to map a custom field in netsuite to a custom field in invoiced if you haven't created a custom field in invoiced yet, you'll find instructions here to create the mapping, you need to know the field ids from both netsuite and invoiced in netsuite, enter "customization" in the search bar and select new invoiced mapping customization in the field "netsuite field id" enter the id from your custom field in netsuite in the field "invoiced field id" enter metadata xyz, where xyz is the id from your custom field in invoiced select the record type for your field and save edge cases here we have documented limitations, nuances, and edge cases to be aware of when using the netsuite integration if you use the sync now button, the netsuite governance limit will be lower than the scheduled script that runs every 15 minutes you may not see all of your data synced with the sync now button, however, you can initiate another sync once it is finished or wait for the next scheduled sync any changes to data on the system other than where it originated will be ignored and potentially overwritten for exarmple, if a customer was created on netsuite by the invoiced integration then subsequent modifications to that customer on netsuite would not sync to invoiced it is possible that those changes on netsuite would be overwritten by a future sync we periodically release new versions of our netsuite bundle with new features and bug fixes if the intergration meets your needs, you do not have to upgrade the bundle in our account we'll post details about new bundle versions in our changelog 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 invoiced support for further assistance