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:

  • Reading customers, open invoices, credit notes, and payments from NetSuite
  • Writing payments received on Invoiced to NetSuite
  • Data flows happen in real-time

Data Flow

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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.
  2. In the keyword box, type in Invoiced and click Search. Select the bundle with a bundle ID of 265184.
  3. Click Install to install the bundle.
  4. Once the bundle is installed, go to SetupCompanyGeneral Preferences. Select the Custom Preferences tab.
  5. Obtain an API key in SettingsDevelopersNew API Key in the Invoiced application.
  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.
  2. Select the user you plan to use for the integration and add the Invoiced Integration role to that user.

Create the access token

  1. Go to SetupUsers/RolesAccess TokensNew
  2. Select Invoiced as the application name, the user from the previous step as the user, and Invoiced Integration as the role.
  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.
  2. Click on Connect on the NetSuite integration.
  3. Enter in the NetSuite account ID, token, and token secret for the Invoiced integration created earlier.
  4. Click Save. NetSuite is now connected!

Usage

Once the bundle is installed and fully configured, new transactions will sync with NetSuite automatically.

Reading data from NetSuite to Invoiced will sync instantly.

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 the Importing Data for instructions on how to import transactions prior to installing Invoiced.

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.
  • Contacts can only be edited from the contact screen. Editing contacts from a list item action will not be synced to Invoiced.
  • Contacts can only be deleted from Invoiced by unchecking the "Sync to Invoiced". This must be done first before deleting the contact from NetSuite in order for it to automatically delete on Invoiced.

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