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.

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.

Add Your NetSuite Account ID to Martus

1. In NetSuite, go to Setup > Company Information > Account ID and copy the Account ID.
2. Paste the Account ID in Martus in Setup > NetSuite > AccountId.
   
   

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.
   
   

Enable NetSuite Features in Analytics

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

Manage NetSuite Integrations

1. Go to Setup > Integration > Manage Integrations.
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.

   
   

10. Copy the Consumer Key and paste it in Martus in Setup > NetSuite > Consumer Key.

11. Copy the Consumer Secret and paste it in Martus in Setup > NetSuite > Consumer Secret.

Verify the Role for the New User has REST Web Services 

1. In NetSuite go to Setup > Users/Roles > Manage Roles.
2. Typically the admin of Netsuite is the going to be the user who receives the access token. If this is true you will want to edit the role that the admin user currently has. 
3. Click 'Edit' for the role 
4. Scroll down in Permissions > Setup > and verify that REST Web Services is set to 'Full.'

Create Access Token

1. In NetSuite go to Setup > Users/Roles > Access Tokens.
2. Click New Access Token.
3. Select the USER that should have access. (typically the admin user of Netsuite)
4. Select the ROLE that should be applied. 
5. Click SAVE and an ACCESS TOKEN section will appear.
6. IMMEDIATELY copy and paste the TOKEN ID and TOKEN SECRET into Martus as shown in the next step below.
   
   

Add Access Token and Secret in Martus

1. In Martus, go to Setup > NetSuite.
2. Add the TokenID.
3. Add the Token Secret.
4. Click Save.
5. Respond to your implementation ticket letting us know everything is set up so that we can complete your instance for you!