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NetSuite Integration Setup
Persephone Hexworth avatar
Written by Persephone Hexworth
Updated over a week ago

This article applies to:

Admins

All Products

Estimated time: Less than 10 mins

About This Article

This article covers how to connect your Netsuite ERP to Vendr.

Why Should You Connect?

Our newly updated Netsuite integration gives you the ability to bring your financial data into Vendr, offering you a comprehensive picture of your organization’s SaaS spend. This data will power our all new Spend Reports so you have a crystal clear view of not only how much you have spend on software, but what you can expect to pay for the duration of a contract.

Before You Begin

A Netsuite Administrator will need to create 5 pieces of information inside NetSuite that you'll then copy and paste into the appropriate fields of the NetSuite integration page in your Vendr account:

  • Account ID

  • Consumer Key

  • Consumer Secret

  • Token ID

  • Token Secret

Part 1: Overall Settings + Account ID

Step 1 - Ensure SuiteAnalytics Workbook is Enabled

NOTE: If you do not see "SuiteAnalytics Workbook" as an option, then it has not been provisioned for your account and you'll need to contact NetSuite Customer Support or your Account Manager for assistance. This is not something Vendr can turn on for you.

SuiteAnalytics Workbook is a tool that enables you to query, explore and visualize your NetSuite data.

  1. Navigate to Setup Manager or click Setup on the top tool bar

  2. Under Setup Tasks on the left, click Company to see expanded options, and then click Enable Features

  3. Next, click Analytics from the tab options

  4. Scroll down to the SuiteAnalytics Workbook section and select SUITEANALYTICS WORKBOOK

Step 2 - Ensure Token Based Authentication is Enabled.

Vendr’s NetSuite integration uses a “Token-based” approach, so we’ll first need to make sure your NetSuite installation has this option enabled.

  1. Navigate to Setup Manager or click Setup on the top tool bar

  2. Under Setup Tasks on the left, click Company to see expanded options, and then click Enable Features

  3. Next, click SuiteCloud from the tab options

  4. Finally, scroll down to the Manage Authentication section, and ensure Token-based Authentication is selected

Step 3 - Ensure REST Web Services are Enabled

NetSuite’s latest generation of REST based apis will enable Vendr fetch and synchronize spend data.

  1. Navigate to Setup Manager or click Setup on the top tool bar

  2. Under Setup Tasks on the left, click Company to see expanded options, and then click Enable Features

  3. Next, click SuiteCloud from the tab optionsd

  4. Finally, scroll down to the SuiteTalk (Web Services) section, and ensure REST WEB SERVICES is enabled

Step 4 - Capture your NetSuite Account ID information

You will want to save this as you will need it later on.

The first piece of information Vendr needs is your NetSuite Account ID. You can find in Web Services Preferences under “Primary Information”. Save this Account ID, label and value for later.

Part 2: Create a new Vendr Integrator Role

NetSuite’s best practice is to create a new role for integrations. This will make it easy to track and does not impact license count.

  1. Navigate to Setup Manager or click Setup on the top tool bar

  2. Click User Roles

  3. Then click Manage Roles

  4. Click New and name the role Vendr Integrator Role

  5. Select Web Services Only Role

Enable the following permission under the Permissions Tab:

  • Transactions

    • Find Transaction (Level: View)

    • Bills (Level: View)

    • Expense Report (Level: View)

    • Check (Level: View)

    • Make Journal Entry (Level: View)

    • Credit Card (Level: View)

    • Credit Card Refund (Level: View)

  • Reports

    • SuiteAnalytics Workbook (Level: Edit)

  • Lists

    • Accounts (Level: View)

    • Currency (Level: View)

    • Departments (Level: View)

    • Vendors (Level: View)

  • Setup

    • REST Web Services (Level: Full)

    • User Access Tokens (Level: Full)

Part 3: Assign the new Vendr Integrator Role

The Integrator Role must be tied to an active user, whether its yourself or another user that’s provisioned.

  1. Navigate to Setup Manager or click Setup on the top tool bar

  2. Click User Roles

  3. Then click Manage Roles

  4. Find the user you wish to be the integrator and click to open

  5. Click the Edit button.

  6. Scroll to the Access tab and click on it

  7. Scroll to the Roles section

  8. Enter Vendr Integrator Role in the Add role field and click Add

  9. Click Save

Part 4: Consumer Key + Consumer Secret

Step 1 - Create the Vendr Integration

  1. Navigate to Setup Manager or click Setup on the top tool bar

  2. Click Integration

  3. Then click Manage Integrations

  4. Click New

  5. Name the integration Vendr Integration

  6. Make the following changes to the Authentication tab

    1. Select Token-based Authentication

    2. De-select TBA: Authorization Flow

    3. De-select Authorization Code Grant

    4. De-select User Credentials

Important! When you click Save you’ll be given a Consumer Key and Secret pair. Once viewed, these disappear and cannot be recovered.

Copy both to the same location that you saved the Netsuite Account ID above.

Click Save to create the integration and save your Consumer Key and Secret pair.

Part 5: Token Key + Token Secret

Step 1 - Create the Vendr Application inside NetSuite

  1. Navigate to Setup Manager or click Setup on the top tool bar

  2. Click Users/Roles

  3. Then click Access Tokens

  4. Click New

  5. Under Application Name select Vendr Integration

  6. Under User select the user name assigned to the Vendr Integrator Role

  7. Under Role select Vendr Integrator Role

  8. For the Token Name the default is verbose, you will want to enter a clear, easily recognizable description

Important! When you click Save you’ll be given a Token ID and Secret pair.

Once viewed, these disappear and cannot be recovered.

Copy both to the same location that you saved the Netsuite Account ID above.

Click Save to create the integration and save your Token ID and Secret pair.


Phase II: Configure Vendr

In this section, you'll need to return to the NetSuite integration page inside your Vendr account in order to finalize the integration.

In this section you will:

  • Input the 5 pieces of information you gathered from NetSuite into Vendr

  • Select which accounts from your General Ledger you want to pull transactions from

Part 1: Input Your 5 Pieces of Information

NOTE: We do not pre-validate your secret key information when entered into Vendr. If it is entered incorrectly, we won’t know until later, so please double check the data you collect & ultimately enter into Vendr.

Your text document or scratch pad should have the following labeled pieces of information in it:

  • ACCOUNT ID

  • CONSUMER KEY

  • CONSUMER SECRET

  • TOKEN ID

  • TOKEN SECRET

Connecting Vendr to Netsuite

Important! When you hit "Save" the sensitive information will not be visible inside Vendr ever again (for security purposes). We recommend double checking your entries before saving.

  1. Log into Vendr and navigate to the NetSuite Integration page.

  2. Paste the 5 pieces of information you saved above in the appropriate field

  3. Click the Integrate button once it turns blue

Part 2: Verify and Adjust Supplier Mapping

Once the integration is connected, you will be routed to a page that displays the list of Suppliers that Vendr has detected. Suppliers that match our internal catalog will displayed as a match automatically. We suggest verifying a few key suppliers at this point to ensure accuracy in mapping.

Add or remove mapped suppliers matches

  1. Use the search bar to find a specific supplier

  2. Click the three dots on the right side of the supplier row

  3. To add a new match, click Assign to Supplier and search for the supplier you’d like to map

  4. To remove a supplier click Ignore Vendor

Complete Vendr Configuration

Once you are satisfied with your mapping click Sync Suppliers.

Vendr will only fetch transaction data for Suppliers you select. Wait until synchronizing is complete. Depending on the amount of data we’re ingesting, this can take several hours.

What's Next?

After the integration has synced completely, visit our Spend Reports page which will now reflect your data.

Mapping a Vendor from a Supplier Page

After you have completed your integration you will be able to retroactively map suppliers to populate the supplier spend report. An unmapped or unprocessed Supplier will look like the following:

To assign the supplier:

  1. Click “Map supplier”

  2. From there you will be presented with the option to search Vendor from your ERP

  3. Select the Vendor you wish to assign it to. Hit “Save”

  4. It will take several moments to populate

TIP

If there is a supplier you are trying to map that isn't in our catalog, you can add a custom supplier from the Suppliers page and then return here to map it.

Un-Installation

  1. Head to the My Integrations page in your account.

  2. Click Manage for the integration you wish to remove.

  3. Click the Remove Integration button in the top right of the integration details page.

  4. You'll also want to go into your NetSuite account and delete the integration you previously set up during installation (ie., essentially, undo all the steps from "Installation" above).

If you'd like to purge all data previously imported, we're happy to help, just Contact Support.

Security / Privacy

Vendr only sees the transactions associated to the suppliers you define when configuring the integration.

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