NetSuite - Integration Features and Requirements

Overview of Integration Features

The integration includes these features:

• Sync accounts and dimensions from NetSuite – each weeknight via the nightly automated sync and ad hoc.
• Sync GL transactions from the accounting system each weeknight. The nightly sync updates the current and previous two full months. Ad hoc sync is available to allow the manual sync any desired range of months.
• Drilldown in Martus from standard financial reports to see transaction detail.
• Ability to pull existing budgets from the accounting system.
• Display of vendor name on transaction detail.

NetSuite Configuration

REST Web Services and Token-Based Authentication must be enabled in NetSuite. Client Credentials are via a Machine-to-Machine Grant.

Authorization

Martus access to NetSuite is via token-based authentication. Client Credentials are via a Machine-to-Machine Grant.

Dimension Setup

As with any Martus configuration, the Implementation Consultant works with the customer to identify the dimensions that are important to budgeting and reporting.  (GL accounts are not considered dimensions, within Martus.) Martus can support whichever NetSuite dimensions that the customer uses, up to the standard Martus maximum of eight.

Syncing Martus to NetSuite

Martus will sync daily all GL accounts and dimensions, as well as actuals for the current and two previous full months, as is standard for Martus API Integrations.

Pulling Budgets from NetSuite

Martus supports pulling existing budgets from NetSuite. 

Statistical Accounts

Not yet supported.

Display of Attachments 

Not yet supported.

Budget Export or Upload 

Not yet supported:

• Export of budget from Martus in a format optimized for import into NetSuite
• Upload to NetSuite

Multi-currency

Not yet supported.