NetSuite

Creating an external connection to NetSuite requires some initial configuration in NetSuite. This article explains the necessary steps in order to connect Trelica to NetSuite.

You must be in a NetSuite Administrator role in order to configure NetSuite to allow Trelica to connect to it.

Enable Token Based Authentication in NetSuite

Log in to NetSuite.

Go to Setup > Company > Enable Features.

Under the SuiteCloud sub-tab:

  • In the SuiteTalk (Web Services) field group, ensure that REST Web Services is checked.
  • In the Manage Authentication field group, ensure that Token Based Authentication is checked.
  • If you want to return purchase order documents, ensure that Server SuiteScript is checked.

Click Save.

Create a role and account for the Trelica integration

Create a Trelica role

Go to Setup > Users/Roles > User Management > Manage Roles > New. (or search for new role in the global search).

Give the role a descriptive name, such as Trelica Integration Role.

Under the Authentication field group, make sure Web Services Only Role is unchecked, as this does not work with OAuth1a.

Now go to the Permissions sub-tab and select the following permissions:

Section Permissions Level Reason
Transactions Audit Trail View Used to get the last login date for NetSuite users. Optional, but recommended.
  Bills View Required to access Bill AP transaction data.
  Enter Vendor Credits View Access to AP transaction data relating to refunds from a vendor. Optional.
  Expense Report View Employee expense reports. Optional.
  Find Transaction View Required to access transaction data.
  Purchase Order View Access to Purchase Order transactions. Required if you enable the “Purchase orders” feature when connecting from Trelica.
  Make Journal Entry View Access to Journal Entries. Required if you enable the “Journals” feature when connecting from Trelica.
Reports Account Detail View Required to list account codes.
  Accounts Payable View Required to access AP transaction data.
  Amortization Reports View Required to access deferred expense data (e.g. prepayments).
  Expenses View Access to employee expense reports. Optional.
  SuiteAnalytics Workbook View Required to run SuiteQL queries to access data.
  Transaction Detail View Required to access transaction data.
  Purchase Order Reports View Access to Purchase Order transactions. Required if you enable the “Purchase orders” feature when connecting from Trelica.
Lists Accounts View Required to list account codes.
  Amortization Schedules View Required to access deferred expense data (e.g. prepayments).
  Items View Required to access list data.
  Currency View Required to access currency lists (may not be available in some NetSuite editions).
  Departments View Required to return data about the department linked to a transaction, or (if the “Employees” feature is enabled when connecting from Trelica) for employee department data.
  Employees View Required to access basic NetSuite user data. Employees (beyond NetSuite users) will only be fetched if the “Employee” feature is enabled when connecting from Trelica.
  Employee Record View Required to access basic NetSuite user data. Employees (beyond NetSuite users) will only be fetched if the “Employee” feature is enabled when connecting from Trelica.
  Expense Categories View Access to categories for employee expense reports. Optional.
  Subsidiaries View Access to basic details about a subsidiary when returning transaction data. Optional, but recommended.
  Vendors View Required to access basic details about a vendor when returning transaction data.
  Documents and Files View Access to Purchase order documents. Required if you enable the “Purchase orders” feature when connecting from Trelica.
Setup REST Web Services Full Required to access the NetSuite REST API.
  User Access Tokens Full Required for connecting using Token Based Authentication.
  Log in using Access Tokens Full Required for connecting using Token Based Authentication.
  Access Token Management Full Required for connecting using Token Based Authentication.
  View Login Audit Trail Full Used to get the last login date for NetSuite users. Optional, but recommended.
  Bulk Manage Roles View Access to NetSuite user role data. Optional, but recommended.

Click Save.

NetSuite lets you restrict access to subsidiaries and accounts. Unless you have a specific reason to restrict the data you are requesting, please ensure that:

Subsidiary Restrictions > Accessible Subsidiaries - set to All Under Accounting Books,

Accounting Books > Selected Accounting Books - set to All

Create a Trelica employee record

You can associate the newly created Trelica role with an existing employee account, but our general recommendation is to use dedicated integrations account. 

Dedicated accounts are created by adding an Employee and then allowing them to log in to NetSuite which consumes a NetSuite seat.

If you already have some form of integration account we recommend reusing this, and associating the Trelica role with it. When it comes to connect you will log in with the integration account, but will grant the access to the Trelica specific role. This allows you to use a single paid integration account but with different role profiles for the different applications you connect to NetSuite.

Go to Lists > Employees > Employees > New (or search for page:employees in the global search).

Give the Employee a descriptive name and ID, (e.g. TrelicaAPI).

Under the Access sub-tab, assign the newly created Trelica role.

Click Save.

The Trelica integration user will count towards your available user licenses.

Create a new Integration Record

Go to Setup > Integration > Manage Integrations > New (or search for page:integrations in the global search)

Field Value
Name Trelica
Description Trelica Spend Data Integration
State Enabled
Concurrency Limit 4 (suggested, or a value under the Max Concurrency Limit)

Now go to the Authentication sub-tab,

Find the Token-based Authentication field group and fill in the following fields:

Field Value
Token-based Authentication Checked
TBA Authorization Flow Checked
Callback URL

https://app.trelica.com/IntegrationsApi/Integrations/NetSuite/OAuth1Callback

or

https://eu.trelica.com/IntegrationsApi/Integrations/NetSuite/OAuth1Callback
If your data is hosted in our EU cloud then please make sure you are using https://eu.trelica.com and not https://app.trelica.com in the Callback URL.

Make sure that nothing is checked or entered in the OAuth2.0 and User Credentials field groups.

Click Save. On the confirmation screen, copy the following that you will need to authenticate:

  • Consumer Key (or Client ID)
  • Consumer Secret (or Client Secret)
If you forget to copy these, you can always edit the Integration Record and regenerate new details.

Find your NetSuite Account ID

Go to Setup > Integration > Webservice Preferences

Copy your Account ID and keep a note of it as you will need to enter it into Trelica.

Connect Trelica to NetSuite

If you received an email asking you to set up the integration, then just click on the link, otherwise login to Trelica and go to Admin > Integrations to get started.

In the Search... box, just type in NetSuite.

Then click on the NetSuite logo to get started, and on the next screen click Connect:

Now enter the Account ID, Consumer Key and Consumer Secret that you generated in NetSuite.

For sandbox instances, please use a minus sign (-) rather than an underscore (_) for the Account ID, e.g. 1234567-SB1.
Conversely, the Realm field must use an underscore (_) and not a minus sign. 

Click Connect.

You will then need to login to NetSuite.

Once logged in, you will be asked to confirm that Trelica is allowed to access your NetSuite account.

Click Continue.

You will be taken back to Trelica and Trelica will start to request data from NetSuite. This may take some time but happens in the background, so you can freely navigate away from the page and come back later to check on progress.

User data

As well as spend transaction data, Trelica returns data about NetSuite users.

This includes data from the audit log about when the user last logged in to NetSuite, what roles they have, and what license is assigned to them

When you connect you can also choose to return infromation about all employees too (i.e. those who do not have NetSuite access).

If you haven't granted Trelica the Bulk Manage Roles (View) permission then Trelica cannot accurately ascertain which roles are Employee Center (billed at reduced rate), Vendor Center (free), Partner Center (free), or Customer Center (free) roles. You will see a warning message to this effect as this may mean that some users are incorrectly classified as General Access users. We recommend adding this role to the custom Trelica user role you used when first connecting Trelica to NetSuite.

Journal entries

Typically we recommend not including Journal entries unless you know that data is stored in journals that isn't stored elsewhere.

The reason we recommend against including it as a matter of course is that you typically get a lot of noise relating to cost allocations or amortization of prepayments.

One example where including journal entries is helpful would be expense claim data from external systems which is sometimes imported directly as Journal entries.

Purchase Order document support

Pre-requisite permissions and features

If you are enabling Purcase Order document support having previously configured the Trelica NetSuite connector, then you may need to enable additional features or permissions. This section describes what you need to check.

Check role permissions

  1. Go to Setup > Users/Roles > User Management > Manage Roles.
  2. Click through to the Trelica role.
  3. Go to the Permissions sub-tab. Under the 'Lists' section ensure that Documents and Files (View) is checked.
  4. Click Save.

Check Server SuiteScript is enabled

  1. Go to Setup > Company > Enable Features.
  2. Under the SuiteCloud sub-tab ensure that Server SuiteScript is checked.
  3. Click Save and confirm the Terms of Service.

Configuring Purchase Order document support

Upload and deploy the Restlet

  1. Download and save the Trelica restlet to your computer. You will upload it shortly.
    https://vendeqappfiles.blob.core.windows.net/public/netsuite/Trelica_RL_GetFilesFromPO.js
  2. Go to Netsuite and navigate to Customization > Scripting > Scripts.
  3. Click New Script.
  4. Hover over the Script file and click the + icon that appears.
  5. Under the Select File field, click and upload the file you just downloaded to your computer.
  6. Do not alter the File Name field. The file must have a .js suffix.
  7. Click Save. You will be taken back to the Upload Script File.
  8. Click Create Script Record.
  9. In the Script record page, enter Trelica in the Name field.
  10. Click Save. This will create the script record.
  11. Click Deploy Script. You will be taken to the Script Deployment page.
  12. In the Audience tab, make sure the Trelica Integration Role is selected.
  13. Set the Status to Released.
  14. Click Save
  15. Copy the External URL to your clipboard.

Configuring in Trelica

  1. Go to the Netsuite connection in Trelica and click Settings.
  2. Select the Purchase Order documents feature:
  3. Scroll down and paste the URL into the Restlet URL field in Trelica.
  4. Re-enter your Consumer Secret.
  5. Click Reconnect.

FAQ

What do I do if I've forgotten my NetSuite Consumer Key and Consumer Secret?

You can regenerate them by editing the integration record:

https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4395597766.html

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