Invoiced has an integration with NetSuite, a cloud-based ERP system. This document outlines how to setup and use the NetSuite integration.
The NetSuite integration ships with the following capabilities:
In order to set up the NetSuite integration you first need these pieces of information:
Below we will show you how to connect NetSuite with Invoiced, step-by-step.
First we need to install the Invoiced SuiteBundle, which will install an Invoiced integration and an Invoiced Integration role.
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.
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.
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 Importing Data for instructions on how to import transactions prior to installing Invoiced.
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.
Here we have documented all of the limitations, nuances, and edge cases to be aware of when using the NetSuite integration.
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.
Your NetSuite account ID is required in order to connect the integration. You can obtain your account ID from NetSuite with these steps: