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 

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).

NetSuite - Integration Setup

Before You Start

Make sure both Martus and NetSuite are available and open. In Martus, navigate to Setup > NetSuite. You'll configure NetSuite and then complete the fields in Martus using the steps below.

STEP 1: Add Your NetSuite Account ID to Martus

1. In NetSuite, go to Setup > Company Information > Account IDand copy the Account ID.
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2. Paste the Account ID in Martus in Setup > NetSuite > AccountId.
3. Set the Integration Record in Martus to "Custom Integration Record"
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STEP 2: Enable NetSuite Features in SuiteCloud

1. In NetSuite, go to Setup > Setup Tasks > Enable Features.
2. Click SuiteCloud.
3. Turn on REST WEB SERVICES and TOKEN-BASED AUTHENTICATION. 
4. Click Save.
   
   

STEP 3: Enable NetSuite Features in Analytics

1. Click Analytics. 
2. Turn on SuiteAnalytics Workbook. 
3. Click Save.

STEP 4: Manage NetSuite Integrations

1. Go to Setup > Integration > Manage Integrations.
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2. Click New.
3. Name the Integration 'Martus'.
4. Check - TOKEN-BASED AUTHENTICATION.
5. Uncheck - TBA: AUTHORIZATION FLOW CALLBACK URL.
6. Uncheck- AUTHORIZATION CODE GRANT. 
7. Check - CLIENT CREDENTIALS (MACHINE TO MACHINE) GRANT.
8. Check - REST WEB SERVICES.
9. Click Save.

   
   

   Once you click Save, the Client Credentials will appear, and you can add these to Martus.

   
   

STEP 5: Go back to Martus

1. Copy the Consumer Key from NetSuite and paste it in Martus in Setup > NetSuite > Consumer Key.
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2. Click Save in Martus.

3. Click "Generate Public Key". This certificate will appear in the table:

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4. Click "Download" and save the certificate on your computer.

STEP 6: Go back to NetSuite

1. Setup > Integration > OAuth 2.0 Client Credentials (M2M) Setup
2. Click Create New
3. Select the Application (Integration) whose consumer key you pasted in Martus and the appropriate role and entity.
4. Import the certificate you downloaded above
5. Copy the Certificate Id from Netsuite
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STEP 7: Go back to Martus

1. Paste the Certificate Id from NetSuite into the table in Martus - "Certificate Id"
2. Click Save
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3. In Advanced Settings, select the certificate as the current certificate
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4. Click Save