NetSuite - Integration Features and Requirements

Overview of Integration Features

The integration includes these features.

• Martus syncs accounts and dimensions from NetSuite each weeknight via the automated sync, and manually as needed.
• Martus syncs GL transactions from NetSuite each weeknight via the automated sync. This automated sync includes the current and previous two months of transactions. A manual sync is also available for any desired range of months should changes to transactions occur outside of the automated sync.
• Users can drilldown in Martus from standard financial reports to see transaction detail.
• Existing budgets can be pulled from the accounting system into Martus.
• Vendor names can display on transaction detail.

Integration Flow

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 the customer uses, up to the standard Martus maximum of eight.

• REQUIRED: All Dimension values must be unique. There can be no duplicate names. 

Syncing Martus to NetSuite

Martus will sync daily all GL accounts and dimensions, as well as actuals for the current and two previous 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 

Martus supports attachments on transactions via a URL field.

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

Multi-currency is available.

Multi-book Accounting

Some transactions in NetSuite may be assigned to different books, and others in NetSuite may be book-specific.

• For book-specific transactions, you can choose which books you want to bring into Martus.

• For transactions that are not book-specific, Martus will pull those in by default (regardless of whether or not you checked to bring in the book-specific transactions for that book).